Enhancing "Alert Someone" Automation to INCLUDE Row Attachments

Jennifer Workman

Hello,

I’d like to open a discussion about the "Alert someone" automation feature and the current inability to send row attachments directly via this process.

• Issue 1) Alerts field is misleading
• Issue 2) Alerts are not sending Attachments

Currently, under the "Alert someone" automation, there is an option to include "an attachment" as part of the "Links to sheet and specific fields" feature. However, this is misleading because attachments are only included in the alert email if the alert is triggered at the same time the attachments are uploaded. Since attachments are typically added manually or via a form, this inconsistency often results in the alert emails not including the attachments at all.

I believe this feature could be significantly improved by enabling the inclusion of row attachments in alert emails. For example, I need to send alerts to field employees (who do not have access to the sheet) to notify them of tasks for a specific job. These employees need to see the associated pictures, documents, or designs attached to the row to effectively perform their duties.

Currently, I follow the initial "Alert" email with a "Request an Update" automation, which does include the attachments. While this works to some extent, automating the inclusion of attachments in the initial "Alert" email would significantly streamline communication and improve task execution.

Flow Currently:

1. Form filled out by 3rd Part to request a field visit with attachments uploaded
2. Alert Automation sent out to field employee notifying them to go look at the work (they need the attachments).
3. Request an Update automation sent to field employee to provide feedback on their walkout.

I’d like to explore the possibility of implementing this enhancement. I’d appreciate hearing others’ thoughts and experiences on this topic.

+1