We want to embed a Monday.com form into our website, so that visitors to the site can leave their details and sign up for a free worksheet to download. We’d like to do it through an automated email integration in Monday.com (using Outlook integration), however currently it is not supported to send attachments in an email integration.
Could this be added please?
Thanks
Andy
+1 On this, i have been requesting this feature since past year.
Is the only thing its lacking in order to send our technical reports to our clients.
Andy, I was testing the idea of sending our customers a PDF proof of their job request through an integrated setup. I decided against it but it may help you. We are a print shop and use each task or row as a job in the shop. Works beautifully.
What if you add a file cell column to your group, including the file you want to email in that cell, have an integration create an email to your customer using that file cell as an attachment? It may not be truly automatic but require some status change after the fact, to fire off the email with attachment. What I call “semi automatic”. Just an idea…
Thanks Jason. In just tried it, and it does work, thanks for the tip.
However, there’s a few issues:
The biggest issue is the first one, uploading the attachment line by line. Any ideas on how that could be fixed?
Thanks for the help man.
Andy
We need this too…
To send attached files in gmail integrations its a basic feature that needs to be fixed.
@AndyClayton those are tough drawbacks. In our situation, the PDF was created art so it was original to each pulse and could be dropped in by the designers, as created. I’ll try and keep your situation in mind.
I haven’t tested any Google Drive or similar integration but I wonder if you couldn’t do an integration that would trigger an email and include a file from Drive. That’s where your file could be stored instead of a pulse cell specifically.
You are welcome for the help, only wish it helped more.
@AndyClayton I just thought of another workaround. I don’t personally use mailchimp any more but maybe when they sign up on the form, it integrates with mailchimp to create a contact (not a bad thing on its own), then mailchimp can shoot out a welcome email with attached worksheet. Maybe two birds with one stone…
Thanks Jason. Our solution is to use Mailchimp, to keep the full ‘master list’ there, and then set an integration only for those that request a second follow up, who get put into a Monday.com list for more personalised follow up.
I like your suggestions, though it would mean two identical, duplicate lists, one in Monday, one in mailchimp, and that sort of duplication always makes me nervous.
I appreciate all the cool suggestions! I’m new to this community, and it’s great to see others into Monday.com solutions 
@AndyClayton, good you have a workaround anyway. I’m new to this as well, since November. I’m building new uses, itegrations and automations pretty regular. Great tool.
We have a similar use case where we need field staff to take some photos and add them to a form, complete other relevant fields, and then have the form emailed to the email address that is one of the fields in the form.
Right now we are doing this, and more, by using a custom html form that sits on another site. We create a pdf of the completed form, including the attached images, email the pdf to the email address that was included in the email field on the form, then use Integromat to transfer the data to a monday board, and add attachments as an update against the newly created item.
Once it is set up, it works ok. We are even creating dropdown fields on the form from data (items) that are contained on other boards in monday; which is really powerful. But it takes a lot of time to set up.
If we could use either the Outlook or Gmail integration to email the photos that are attached to a monday form, it would save us many hours of work.
+1 on this feature. Ideally just attaching the files from filetype column to the email as an actual attachment.
Or a second way to make it work is if the monday links to those files would be accessible to people without a monday account.
Our scenario is that we send owners and tenants documents via email. We can automate every part of different workflows, except for the attachment of files part.
So we have to manually put files in a secondary location (cloud), make them shareable, get the link, and put them inside monday to send that link to owners and tenants.
Would really, really like to see a solution implemented so that we can make full use of our workflows. I assume others would have similar case use for this as well?
Would be curious to hear where this is in the development pipeline.
I am looking for similar solution too. I need the attachment contained within the “file” column of the board to be included with automated E-Mail sent.
+1 same here!!! Would be very helpful to be able to attach a file
@Ronk Is this in the roadmap for the improved email features / CRM solution?
Also being discussed here in the context of the API as well - Email integration discards attachments? - #11 by Anderson
We generate PDF (invoices, certificates, 1 pager-report about one item) with a single-click integration with Eledo. It works perfectly. Quite elegant, in fact … but… no email integration to actually send that file to anyone. It’s a bugger…
Another BIG problem is that to access the link and download the file you have to be previously logged in Monday.com… anyone notice that??
We’ve recently been working with client with a similar issue. We’ve changed the process in a way that now engineers loads the finished work to a Sharepoint folder where integromat detects the change, creates the tasks with Link to files (a task and subitem per file), we get the data out, populate metadata of the task and once it is done, a deliverable is generated from the task and emailed to the customer with a link instead of a file, and then task is moved to Billing board.
In a nutshell, we’ve avoided Files column due to mentioned concerns and giving a client more file permission control over who downloads what.
Hopefully, it will help somebody. Feel free to ping me for details.
This really needs to be accounted for, since its a really big set back when using the platform, specially on Finance reports and invoices. The file column should be able to attach files or links to files without requiring or demanding the login process. We understand perfectly this is part of the security on monday.com but we really need it to be available on notifications and on email integrations, specially since the onedrive integration simply drops the link away when sending the email.
I would also find this incredibly useful!
I want to use a form as a way of accepting work requests from other departments whose members aren’t on Monday. Currently, I’m using email integrations/automations to send emails to people who submit work requests, providing them updates on the status of their request but also want to send drafted documents for feedback via an email automation, based on a file that is uploaded to the item on a board.
Currently, the only way to do this is to have Monday send a link to the uploaded file, but that requires people to have a Monday account to view it, which we don’t want.
Hi, this is a so many requested feature.
Can anyone from Monday Team provide any information about?
We have at least 2 boards on standby because of this.