How to send a generated document to a person in a cell?

System
System Employee
edited 03/11/25 in Smartsheet Basics
This discussion was created from comments split from: Automation to Email Generated PDF to Specific User or Contact of a row.
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Answers

  • LBird
    LBird ✭

    Does anyone know the exact steps to send the generated document to a person in a cell? I've checked all the automation and none of them allow me to send the document as an attachment and the one I did use, only sends a link to the Smartsheet; however, the link allows the person to see the entire Smartsheet, not jus their row or document.

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  • kowal
    kowal Overachievers Alumni

    hi @LBird,

    it's preatty easy you trigger a workflow by attachment added or attachmend changed.

    you setup a contact list column and trigger to workflow to send in the contact list person.

    Tomasz Kowalski

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