Can you send a generated document via a workflow after it is created?

Stephanie Burdette · 08/15/22

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?

MedaUser · 08/15/22

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.

J Roberts · 01/18/24

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.

Andrée Starå · 01/18/24

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

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J Roberts · 01/18/24

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

Andrée Starå · 01/19/24

@J Roberts

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!

JMcI · 02/08/24

HI I have run this workflow , all sending out ok but sends a link to the row & not the attachment itself.

Andrée Starå · 02/08/24

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!

Please submit this as a Product Feedback or Idea (If it hasn't been added already) when you have a moment.

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!

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Can you send a generated document via a workflow after it is created?

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