Hello!
We have an automation that sends an email to people who have signe up for our program of interventions for highschool students. As soon as their slot is secured with the school we send them the information needed (automation) to prepare their talk. We want to include a ppt file (always the same) in the email.
When I click on adding a file, it only offers me documents generate with the data coming from our tables. What can I do to include my ppt file ?
Thanks a lot
The automated action “Send email” does not support static email attachments. The automated action (only) supports dynamic email attachments, meaning you specify a file column from which attachments are attached (see your screenshot). But the automated action only takes files into account that are in the record triggering the automation rule.
For your use case, I see two options - the second MUCH better than the first:
1.) You copy the PPT file in the file column of every record. You can also automate this using a Python script. Once difficulty is that the email must not be sent before the file has been pasted into the column.
2.) Rather than attaching a file, place the PPT file in a file sharing system (e.g. MS365, Dropbox, Google Drive, Seafile, Nextcloud), create a sharing link for the file and insert this sharing link into the mail. Done - simple, clean and the recipients will thank you for not getting their inbox filled with oversized files.
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