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Attach Document to Email - If Exists

Topic Labels: Automations
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Gwen
4 - Data Explorer
4 - Data Explorer

Hey all,

Super excited that the email automation now supports document attachments! I’m working on a set-up for a client, and it would be really helpful if I could attach a few of the documents in the record when they get their ‘new record’ notification.

Problem is, I’ve got three document fields I’d like to include, any of which may or may not have documents, and the attachment automation only runs if it finds a value for all of the fields I’m trying to attach. Before I go all in on setting up views for every possible combination of documents existing, is there a workaround for this that I’m not thinking of?

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