Having trouble with automation: email with attachment

I am suddenly having trouble with an automation I have sent up. Users submit a request with a document that requires copy editing. When the edited document is completed, I upload the revised document, mark the row as "Completed," and that should trigger an automated email with the revised document as an attachment.

This used to work fine (or at least most of the time — it was occasionally a problem for some users). As of a few weeks ago, the automation now. sends the email but will not include the attachment. As always, I am sure to click the attachment button before marking it "Completed." I have checked the automation and it seems to be set up correctly.

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[Deleted User]

@Danica H. Most likely the email is triggering before the attachment fully saves.

Fix (Recommended)

Edit automation:

Trigger:
When Status changes to "Completed"

Add:
Wait 5–10 minutes

Then:
Send email

Include attachments

OR (More Reliable)

Trigger:
When attachment is added

Condition:
Status = "Completed"

Then send email with attachment.

Danica H.

Thank you. I can manually send the email with attachmebt, that is not the problem. My automation is supposed to send the email. The process is:

I upload document
I click the box next to the attachment
I go to the column for status and mark it "Completed"
Automation then takes over and sends the selected attachment to the individual whose email address is assigned to the row.

The automated email is being sent, but not the attachment.

Is it possible I'm seeing the attachment in the spreadsheet before it has fully saved? is the advice to wait several minutes before marking it Completed and triggering the email? (If so, this is a highly impractical solution.)

Danica H.

Thank you, this does not answer my question precisely. Please see my note below.

Janae G.

Hello @Danica H. ! It can be tricky trying to get attachments to send in automated emails. Something you could try is adding "when an attachment is added/changed" in the trigger of the automation.

In my automations, the attachment won't send unless it is a new row with an attachment OR if the attachment is part of the trigger. You could try something like this:

Trigger: When Status changes to "Completed" or when An Attachment is Added/Changed

You can play around with using and/or in the trigger. If you use OR, make sure you set up conditions to only send if marked Completed.

See this link for more info- this was helpful to me:

Alert someone automation - Not including attachments - Smartsheet Community

Danica H.

Thank you, I'll try this and report back! The weird thing is it was working for many months the way I had originally set it up until just a month or so ago.

Danica H.

Well, I tried this and the attachments are still not coming through. I'll keep playing around with it, I guess.

MelissaAnn

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