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How do I add an pdf doc from google docs to a message in gmail?
Best answer by malcolm-optimi 26 November 2020, 02:41
Its a little bit trickier than you’d think. This is the way we did it recently:
Thank you Optimi Team! I’m still confused on how to do all of what you’ve listed. Is there a video available for me to see step by step what to do?
That’s a good idea for sure! We try to blog every now and then about little recipes we come up with but haven’t done this one yet. It’d probably take as long to come up with that video and docs as it would for me to talk you through it!
I’ll see if I can pick off a piece of the puzzle to get you going… the tricky bit is where to start! You have to choose a Trigger action to get your workflow going. Generally we trigger a lot of our zaps from a google sheet or airtable. If you did that in Airtable, it might look something like:
This is a slightly different scenario to what I’ve done recently since I usually create the doc from a template but I don’t think you’re wanting to do that but hopefully this is at least a starter to one possible way to solve the problem.
And of course, there’s a lot more to it than a few bullet points, if you’ve not done something like this before. I wish I had more time to detail it more but can’t right now sorry!
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