After setting up and building an effective workflow, you can take advantage of another Sheetgo feature and automatically share your documents and files. Sharing your spreadsheets by email is a seamless process that enhances collaboration.”
With your destination file set, you can Add new step to continue working.
A new step will appear where you are able to choose to either generate a PDF or Share your file via email.
When sharing the file as a link you need to choose the recipient access level. There are two options: Viewer, which will only be able to view the file, or Editor, it will also be able to edit the data inside the file.
File as attachment
When sending the file as an attachment you don't need to set access level. A copy of the file will be made in order to send to the recipient. In this case, the original file will stay intact on your cloud storage.
Please note that you can only send up to 25 MB in attachments. If files are larger than that you should opt to share them as a link.
Get dynamically from a column
If your spreadsheet has a column with a list of emails, you can set the emails in this column as the recipients. To do that click on the arrow on the right side of the field and select the column with the emails that you want to use. All the recipients will receive the same file either as an attachment or the link.
Use custom recipient
You can also choose to send the file to a custom email. In this case just select the Use custom recipient option and type the email address of the recipient. If you want you can also add other emails as cc or bcc.
After setting up the recipients, you can personalize the email with any particular text and when you are happy with it click on Done editing. Now every time the workflow will send the emails just the way that you've set up.
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