Sending attachments via e-mail

David Tomc

Is there a way to automate sending attachment (attachment in row) to specific e-mail, when a new row is added?

Maybe through Smartsheet workflow, or Microsoft automate?

Andrée Starå

Hi@David Tomc

I hope you're well and safe!

Yes, you can use a Workflow for it.

Will the attachment be added with the new row, or is it already in the sheet in another row?

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too,[email protected])

I hope that helps!

Be safe and have a fantastic day!

Best,

Andrée Starå| Workflow Consultant / CEO @WORK BOLD

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David Tomc

Hi Andree,

Attachment will be added to the row when a new row is created. Through the Form.

And when a new row is created, Workflow should found out that there is new row, and check if it has an attachment. If there is an attachment, it would send it to the specified e-mail address.

Andrée Starå

@David Tomc

You can set the Trigger in an Alert Workflow toWhen rows are addedand the When part toAn attachment is Added.

Make sense?

David Tomc

@Andrée Starå

Yes that would be ok for a trigger.

But then if I want to send an e-mail using action "Alert somebody". I cant find a way to only attach an Attachment. It can only send a link to sheet and specific field.

I need this for sending attachments to Xero files inbox, which has its own e-mail.

Andrée Starå

@David Tomc

Unfortunately, it's not possible now to include the file instead of the link, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment.

I'll get back to the post if I can think of a way to solve it.

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Giselef

Hi,

I am also searching for this possibility: sending a notification with attachment to an e-mail address.

Maybe there have been some updates?

cmore04

Hello,

I'm trying the same as well. I want to send an attachment as an alert, but do NOT want to include the link to the sheet.

Is there anyway to do this?

Frank B.

Hi! Any updates to this? Looks like we need another option to send an attachment with a message only. Update me please! Thanks!