Can you send a generated document via a workflow after it is created?
Hello Smartsheet friends,
I have a smartsheet that I am wanting to create a 'welcome aboard letter' from the information in several cells.
I've created a document/letter by doing the generate a document feature but once it creates the document I would like for it to be sent to our new employee through a workflow. Can that be done?
Answers
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Yes! You can have a workflow trigger when an attachment has been added to it (see below screenshot). The only caveat is that you'll need to have a column (Type: Contact Type) that houses the user you wish to email, so you can easily map that row to the correct user to receive the attachment.
FYI: If the user to be emailed isn't shared to the sheet, then be sure to click into "Change your permission settings" and update that to Unrestricted.
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I've tried this same workflow and email won't "send to contacts in cell" I've selected Unrestricted Permission. I don't know why the automation won't distribute emails.
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Hi @J Roberts
I hope you're well and safe!
Are you trying to send it to yourself?
How are you triggering it to test it?
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hi Andree,
I figured out the problem. I added the email to the appropriate row and the generated document was sent correctly. Thank you for the quick follow up :)
Best,
J
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Excellent! Glad to hear that it's working.
Happy to help!
✅Please support the Community by marking your post with the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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HI I have run this workflow , all sending out ok but sends a link to the row & not the attachment itself.
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Hi @JMcI
I hope you're well and safe!
Yes, unfortunately, it's not possible now to have the attachment as part of the email, but it's an excellent idea!
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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