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Can I automate a Teams message with record attachment via form submission?

  • July 3, 2025
  • 4 replies
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A
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  • Ang_B
  • New Participant
  • 1 reply

Is this scenario possible?

I want to automate a task on my team in which a team member would create a record and attach a word doc to it. The team member would then fill out a form which allows them to attach the record they just made (or any record via the dropdown that lists all team member-made records). Once they submit the form, it triggers an automation to send a pre-determined Teams message with the record chosen from the form. 

I successfully created an automation to make part of this happen, but i can’t get it to attach the record (because the message is static and the attachment is dynamic?) 

Is there a way to make this work??

Best answer by TheTimeSavingCo

If you’re trying to send data from the record that the user selected during the form, try adding lookup fields to the Forms table, that’ll let you select them in the automation

If that doesn’t help, could you provide some screenshots of your data set up and an example of the output you would want in Teams?

4 replies

Mike_AutomaticN
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Hey ​@Ang_B,

I think you are using the word attach when you actually want to say “link” right?

If you actually mean attachment (as one would attach a PDF to an email):

I might be missing smth as I rarely need to integrate with Teams, but I believe you are not able to include attachments on your messages. What I usually do (for slack automations) is to send a hyperlink of either the Airtable record, a pdf on Drive, or others.

Would it be possible to replace your attachment with a url?

If you mean link and linked record, you can always map dynamic values by clicking on the top right of your teams message. See below.
 

 
Hope this helps!

Mike, Consultant @ Automatic Nation

TheTimeSavingCo
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  • TheTimeSavingCo
  • Brainy
  • 6450 replies
  • Answer
  • July 3, 2025

If you’re trying to send data from the record that the user selected during the form, try adding lookup fields to the Forms table, that’ll let you select them in the automation

If that doesn’t help, could you provide some screenshots of your data set up and an example of the output you would want in Teams?

Adam, Airtable Consultant - thetimesaving.company
ScottWorld
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  • ScottWorld
  • Genius
  • 9808 replies
  • July 3, 2025

​@Ang_B 

Also, one additional thing to note is that if you can’t get enough functionality out of Airtable’s Microsoft Teams integrations, then I would highly recommend using Airtable in conjunction with Make’s Microsoft Teams integrations, which offers full support for Microsoft Teams — including the ability to custom-code your own REST API calls.

If you’ve never used Make before, I’ve assembled a bunch of Make training resources in this thread. For example, here is one of the ways that you could instantly trigger a Make automation from Airtable. 

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

A
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  • Ang_B
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  • New Participant
  • 1 reply
  • July 9, 2025

​@TheTimeSavingCo , this is not exactly what i wanted to do, but it works! Thank you for your assistance :)  


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