This year we used Monday to send out our employee goals via email. The goals are in a document file, and so we figured that if we set up an email automation the file would attach itself as a document. What we found is that the document attached itself as a link.
This issue with this is that the employee wouldn’t be able to view the document without requesting access, whereas if it were an attachment, they would’ve been able to see the document.
We were able to problem solve this by using the dropbox attachment, which allows for the employee to simply view the document.
If possible it would be nice if Monday email automation was able to find a way to have the file attach rather than be a link!
Have you managed to solve this issue? I’m facing it as well
I belive the dropbox solution I mentioned is the only way right now, I haven’t seen this solved yet.
It’s a pity.
Thank you for your response
Hey! Thank you for this feedback. We sincerely apologise for the delay in responding. Our team is working on improving our response process, so appreciate your understanding in advance
That being said, currently this is a setback that our team is aware of and hoping to address at some point in the future, although we are unable to provide a specific eta as of now. As an alternative, can I kindly ask if you had come across our emails and activities app which allows you to attach files directly from the files column?
Hi Bianca, yes I saw that as an option but then I’d need to attach the file to every new lead causing more work and then they also wouldn’t be able to see it if it is stored in Monday and they don’t have an account.
Please update this thread when this feature has been made!