Attaching an Attachment to an Email Automation

In your automation for sending the email, there is an “Attachments” section. In that section, you can choose your attachment field that contains the PDF file.

If the PDF file lives in a different Airtable record than the record that is triggering your automation, then you will need to perform a “Find Records” action to find the record that contains the PDF file, and then you can insert the results of the “Find Records” action into your send email step. You would need to choose the “flatten” option after you choose the attachment field from the “Find Records” action.

Alternatively, if you want to automate the creation of a custom PDF file that is custom-designed for the user as soon as they create a new record or update an existing Airtable record, you can do that with Fillout’s PDF functionality. I show how to do that on this Airtable podcast episode: Using Fillout to create an eSignature approval process with PDF file creation.

There are also other custom PDF creation apps for Airtable as well, such as DocsAutomator or Documint.

Hope this helps!

If you’d like to hire the best Airtable consultant to help you with anything Airtable-related, please feel free to contact me through my website: Airtable consultant — ScottWorld

I have created a Separate table  where the attachment is 

 I then go to the automation and try to add it   but I cant choose the attachment

I am not sure where I am going wrong

If the PDF file lives in a different Airtable table/record than the table/record that is triggering your automation, then you will need to perform a “Find Records” action to find the record that contains the PDF file, and then you can insert the results of the “Find Records” action into your send email step. You would need to choose the “flatten” option after you choose the attachment field from the “Find Records” action.

- ScottWorld, Expert Airtable Consultant

For further reference re: Find Records action block on automations. 

I’ve set it up here for you as a reference.  Use the ‘Find Record’ step to find your ‘Med-ID Label’ record:

Then add your attachment like this: