Help

Sending static attachment in gmail automation

Topic Labels: Automations
350 2
cancel
Showing results for 
Search instead for 
Did you mean: 
insightautomate
4 - Data Explorer
4 - Data Explorer

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.

2 Replies 2
benolayinka
4 - Data Explorer
4 - Data Explorer

this is a great question. attaching the same file in all emails would be really useful.

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