Hi!. I have built an automation that sends an onboarding email (in Outlook) to new customers who have signed up for my free 30-day trial. I would like to attach our Quick Start Guide (a .pdf) to each email. I would not like to have to attach the .pdf to each record individually. I have found some pages in the help guides that talk about this but they might as well have been written in Greek.(https://support.airtable.com/hc/en-us/articles/360051028394-Send-an-email-Action
) I’m very experienced building workflows in Airtable, but can’t code worth a darn. Can someone boil the steps down for me? Thanks.
You can put the PDF in a “resources” table, have every customer record link to that resources record, and then pull the record through to the customer record in a lookup field. You can then include the attachment in the automated email.
Another option is to include only a link to the pdf file, and not the pdf file itself.