Help

Summary Email with Attachments.

Topic Labels: Automations Views
Solved
Jump to Solution
2132 2
cancel
Showing results for 
Search instead for 
Did you mean: 
SUNYEdinger
4 - Data Explorer
4 - Data Explorer

Hello, everyone,

I'm trying to create a email off of the scheduled time trigger that gives the recipients a list of the current records in a view (aka for review). The records in the view have critical documents that I need in the email, but I am running into an issue where because I have to get the records from Find Records instead of triggering off of their appearance in the view, the attachments can't be added, even if I make the fields they would be in visible in the grid.

If anyone has any recommendations, I would love to hear it as the individuals receiving these emails are not going to be active in the bases themselves.

P.S. If anyone is curious, this is my current automation:

Trigger: At Thursday at 11AM -> Find Records based on view (x) -> Send Email (Use grid with relevant information.) The grid contains the attachment fields relevant but always show as empty.

1 Solution

Accepted Solutions
Andy_Lin1
9 - Sun
9 - Sun

I just tested this, let me know if it works for you:

  1. In your automation, go to the "Send an email" step.
  2. In the Attachments section, click "+ Add".
  3. In the pop-up that appears, click "Find records"
  4. Scroll down in the right-hand pane until you see the section "Make a new list of..." and click on "Field values".
  5. Scroll to or search for your attachment field and click it.
  6. Click "Flatten".

That should insert the attachments in your email.

There may be other reasons the automation is failing, which you can find on the help page:

https://support.airtable.com/docs/send-an-email-action

(The instructions above are basically the ones found in the section "Images in emails", option 2.)

 

See Solution in Thread

2 Replies 2
Andy_Lin1
9 - Sun
9 - Sun

I just tested this, let me know if it works for you:

  1. In your automation, go to the "Send an email" step.
  2. In the Attachments section, click "+ Add".
  3. In the pop-up that appears, click "Find records"
  4. Scroll down in the right-hand pane until you see the section "Make a new list of..." and click on "Field values".
  5. Scroll to or search for your attachment field and click it.
  6. Click "Flatten".

That should insert the attachments in your email.

There may be other reasons the automation is failing, which you can find on the help page:

https://support.airtable.com/docs/send-an-email-action

(The instructions above are basically the ones found in the section "Images in emails", option 2.)

 

Thank you, I had tested this style out before, but it looks like my test records were not updating correctly, which is good to know in the future.