Email, Records as Attachment

[Orthomedisurg]

I got as far as selecting my records - but it won’t let me insert them. This is the last step before I can test the email.

Why won’t it let me insert the selected records ?

[Orthomedisurg]

If I skip this test and run the automation - it sends the email just fine.

[Databaser]

Hi @Orthomedisurg and welcome to the community!

Did you test all the previous steps?

[Orthomedisurg]

Yes - I’ve tested all the previous steps - and there are no problems. I’m really stumped. I don’t understand why it won’t let me insert records as attachments.

[Orthomedisurg]

I also don’t have a lot of steps.

1. trigger at the Time 5pm daily - test done
2. find records in income table with service date set to ‘today’ - test done
3. send email … to … subject … message … and then attachment is where the problem is.

[Orthomedisurg]

Thank you for helping.

[Databaser]

It appears that if you add the “find records” action, it doesn’t allow you to attach the documents from your found records.

@ScottWorld , do you know more?

[Brianna_Grimm]

@Databaser and @ScottWorld - any update on this thread? I am experiencing the same issue. I need to attach the record in hopes of receiving a .CSV file instead of rendering the record as HTML.

[ScottWorld]

Sorry, just seeing this thread now for the first time!

I was able to get the attachments to appear in the Attachments field by choosing this path:

The “Find Records” step > “Records” > “Field Values” > the Attachment field > then where it says “Flatten”, choose “Insert”.

The CSV format is not supported by Automations at this time.

To workaround this problem, you would likely be able to write a custom script to handle this for you. Or if you’re looking for a low-code way of handling this, you could use my favorite automation tool Integromat, which has built-in CSV integrations:

Integromat

CSV Integrations

Automate CSV file parsing using Integromat and raise your data management game. Try one of our pre-made scenarios, or design your own and start automating today.

Integromat

Airtable Integrations

Part spreadsheet, part database, and entirely flexible.

[Christian_Heins]

this worked form me, had no idea how to attach all files in one single email from all records.