Emailing a File that was Generated

Platform discussions monday apps & integrations
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Greetings.

I am looking to see if you could give me some quick advice…please…thank you in advance.

Goal: I want to be able to send an Offer Letter that is created using DocuGen to a prospective team member.

  • Currently I have data pulsed in using Zapier to a Board in Monday.
  • Once the information is reviewed. I then created a Button that triggers the creation of a File that is sent to Google Drive.

My challenge is I want to send that Offer Letter using the email field in the Item of Monday that created it.

I can’t seem to figure out a recipe or workflow with Zapier to assist.

Thank you in advance.

Corey

2 Likes
2

Hi @corey.masson!

Have you thought about putting the link to the Google Drive file in the link column? Then you could pull it through into the body of the email message (if you’re using one of our email integrations):

3

Hi Corey, how are you ?

It’s a pleasure to be in contact.

Would you min to share how you could upload a file created by DocGen into a Google Drive folder ?

This would help me a lot !

Kind regards,

ALVARO from Brazil

4

Hey @devcostaevalle I have the solution just for you in 3 easy steps:

Let me know if it works for you!

5

Hey @corey.masson :wave:

It looks like there are a couple of options you can try to achieve this that have been recommended so far! Would either of them work fr you?:

Remember to mark as solved if this answers your question :slight_smile:

Cheers,
Jenna

7

Hi Sami ! How are you ?

Thank you so much for your quick reply.

That’s exactly what I did and it worked perfectly well.

Kind regards,

1 Like
8

Glad it worked! Consider dropping us a review when you have a moment :heart:
https://www.g2.com/products/docugen/reviews

9

DocCreate offers a powerful feature that enables users to generate documents seamlessly and send them via email directly from the platform.

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To automatically send generated documents as email attachments in DocCreate, follow these steps:

  1. Enable Email Sending: Navigate to the settings within DocCreate and activate the “Enable Email Send” option.
  2. Select the Email Column: Choose the specific column that contains the recipients’ email addresses.

Once these settings are configured, every time you generate a document, DocCreate will automatically send it as an attachment to the designated email address specified in the selected column.

This automation streamlines your workflow by eliminating the need for manual emailing, ensuring timely and efficient communication.

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