Can you automate sending an attachment when a form is submitted?

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Once a user completes a form, I'd like to automate sending a follow up message with an attachment for them to complete.

Is it possible to add an attachment via the automated message or through an automation? I don't see a way to attach/ add a hyperlink.

Thanks!

Answers

  • Brian_Richardson
    Brian_Richardson Overachievers Alumni
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    Alerts will only include an attachment if the attachment triggers the alert. There isn't a way to send someone an attachment that's already on the row unfortunately. However, because Smartsheet is free view, you could instead instruct them to open the attachment from Smartsheet where they'll be able to interact with it, view it inline, etc.

    BRIAN RICHARDSON | PMO TOOLS AND RESOURCES | HE|HIM

    SEATTLE WA, USA

    IRON MOUNTAIN

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