How to attach PDF documents to email workflows?

mistone · 04/04/23

Is it possible to send an attachment through an email workflow? I have created a "generate document" workflow. I now want Smartsheet to automatically send that document to contacts in the "assigned to" field in my sheet on a specified date.

Is this is possible, then any guidance on how to set up a work flow to is greatly appreciated. If it is not possible, then I'll figure out another solution.

Andrée Starå · 04/04/23

Hi @mistone

I hope you're well and safe!

The document would have to trigger the Alert to be included in it.

Make sense?

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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mistone · 04/04/23

@Andrée Starå

That does make sense, but I need step-by-step instructions on how to build the workflow - can you point to resources or where I'd find the instructions?

I've been trying to build it the workflow on my own through trial and error, but I can't figure it out...I might be missing something obvious.

Genevieve P. · 04/05/23

Hi @mistone

To clarify, @Andrée Starå is referring to what action is taken to make the Workflow run. The actual trigger for the flow would need to be that an "Attachment is added", like so:

If the trigger has a different change (for example, if a status changes to "Complete"), then that change would need to occur at the same time as the attachment is added.

Here's more information: Selecting what’s included in an alert or request

Cheers,

Genevieve

Zevy Lamm · 10/07/24

@Andrée Starå, @Genevieve P., I tried this solution for an alert and the attachment was still not included. What can the issue be?

It seems to work only for an update request. Does that make sense?

Andrée Starå · 10/07/24

https://community.smartsheet.com/discussion/comment/456986#Comment_456986

Hi @Zevy Lamm,

I hope you're well and safe!

Can you share a screenshot of the Workflow?

I hope that helps!

Be safe, and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅ Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Aweseome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!

Zevy Lamm · 10/07/24

Thanks @Andrée Starå! See attached as per your request.

Andrée Starå · 10/07/24

https://community.smartsheet.com/discussion/comment/457005#Comment_457005

You're more than welcome!

You have to change it so it's not set only to include the message. (see below)

Screenshot of Arc at 7 Oct 2024 at 23_48_39.png

Did that work?

✅ Remember! Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Aweseome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!

Zevy Lamm · 10/08/24

This works, thank you very much @Andrée Starå!!

Andrée Starå · 10/08/24

https://community.smartsheet.com/discussion/comment/457230#Comment_457230

Excellent!

Happy to help!

✅ Remember! Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Aweseome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!

How to attach PDF documents to email workflows?

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