Mar 27, 2023 04:03 AM
I have an automation set up that sends an email (through gmail) based off a row.
I want to send this with an attachment where the attachment is the same for all users or it is provided as a lookup field based off a value.
i.e
Option 1: Send all users the same attachment
Option 2: Depending on the value of a field send one of 3 attachments
However it seems that with the gmail automation we can only send attachments from an attachment field in the row. So I can't just choose the attachment or point it to a lookup field.
Are there any workarounds for this? I've considered Zapier/SendGrid as alternatives but would prefer not to.
Aug 17, 2023 07:19 AM
this is a great question. attaching the same file in all emails would be really useful.
Aug 17, 2023 07:39 PM
You could try creating a new table and placing the static attachments in there? In your automation you'd put in a "Find Records" action that'll look for the appropriate record in the new table, and then you could use the attachment field value from the "Find Records" action in your email