Jan 02, 2025 08:59 AM
Hi Airtable Community...
I'm new here!
I two tables:
- Table One: with user name, email, phone, and an attachment (file pdf).
- Table Two: with new client information once a form is submitted which will create a new record (name, email, organization, and phone)
I want to send an automated when a new record is created in Table two and to attach a file from Table One (column is called attachment)
When I click on the + to Add an attachment: Base Structure --> I can only insert date and time value, which seems to not be correct.
Can anyone assist. If this was posted before - I apologize, and point me in the correct direction.
Desert1211
Jan 02, 2025 04:10 PM
I’m experiencing a similar issue. Thanks for asking.
Jan 04, 2025 12:46 AM
Couple of things: Are the records in Table 1 and 2 linked?
If yes, you can lookup the pdf from table 1 in table 2. Then use that in your automation.
If not linked, you might want to link as a first step in the automation.
Else, if not linked, you might want to do a 'find' operation to find 1 single record in Table 1 that you need to send to the email in table 2. Then put the gmail module and send the attachment as found in table 1.