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Send Attachments via Smartsheet Automation

Tari

It would be really useful if Smartsheet automation could send actual file attachments via email when a workflow is triggered.

Our organisation uses a system that automatically reads attachments received through a specific email address and matches the information in the document against information held in the system.

At the moment, Smartsheet can support parts of the process through forms, update requests and links via automation, but this still requires someone to manually send the actual attachment for our downstream system to process it.

Allowing attachments to be included in automated emails would help create a more end to end automated process, reduce manual administration and make Smartsheet more useful when integrating with other automated business systems.

Find more posts tagged with

Attachments

functionality

Automations

Idea Submitted

Enhancement Request

Email Notifications

Comments

MarceHolzhauzen

Hey @Tari
I noticed you're new around here. Welcome! I hope the community becomes your new favourate place for all things Smartsheet.

Whilst Smartsheet does not have the ability to actually send the attachment, as an attachment on an e-mail, you can use any of the other automations to include the attachments in a link that can be downloaded.

I'll follow up this post with some visuals to show you options that you have today.

P.S. I've upvoted your idea in support :-)

florian.zbinden7

hi,

this solution does not allow to send an attachment directly in an email but it's the closest I could get when I needed something like that ; using an update request that includes the attachment on the row. It is included in the notification in Smartsheet but not directly in the e-mail where you must click to access the notification in Smartsheet.

It's not too far but I understand people are used to see the attachment in their email so they don't like it, but just in case…

BR
Florian

MarceHolzhauzen

@florian.zbinden7 beat me to the images. This is exactly what i would have shown you.

Tari

Hi @MarceHolzhauzen and @florian.zbinden7,

Thanks so much for the tips and for the warm welcome! I’m new to the Smartsheet Community, so it’s great to have a place to learn more and chat about all things Smartsheet.

It looks like what you suggested is the closest option for now. Hopefully the Smartsheet team can make this possible in the future!

Thanks again for your help and for upvoting my idea.

MarceHolzhauzen

@Tari
It's a pleasure :-)
You'll find alot of really great information around here.

Here's a tip on getting your idea some traction. Share it with as many Smartsheet users as you know and ask them, if they support the idea, to upvote it.
The Smartsheet product development team take a look at the ideas submitted, but the most popular ones are the ones that get the attention.