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.
Travis C, PMP
Smartsheet Leader with 5+ years of SS experience
Let's connect: LinkedIn - Travis C.
If my answer was sufficient, pleaseupvote and mark my response as answered.
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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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