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How to share your files via email
How to share your files via email

Learn how you can use Sheetgo to easy share a file from your workflow

Vitor Mazon avatar
Written by Vitor Mazon
Updated over a week ago

When building your Sheetgo workflow you can set up an automation that will share your file directly. Setting this type of automation allows you the send an email to one or multiple recipients every time the workflow runs. This makes sure that your team is always aware of when your files are updated and can work with the respective data.

Sharing your spreadsheets by email is a seamless process that enhances collaboration and transparency. The Share option is located on the Destination step or your automation.

You can set this option in multiple moments of your workflow, either as a direct destination after the source, meaning you will be sharing your source file; or as a step after setting up a destination file.

Here are a few possible automations that will have the Share email as the final step:

  • Source > Share email

  • Source > Destination > Share email

  • Source > Data processor > Destination > Share email

  • Source > Data processor > Destination > PDF > Share email

Sending Method

When sending an email directly from your workflow there are two sending methods. You can share the file and send access links or share the file as an attachment.

Share file

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, which 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 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.

Recipient addresses

After choosing your sending method you can choose to send the file to a list of emails that are present on your spreadsheet or you can set a custom recipient.

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 recipients option and type the email address of the recipient.

Reply to

If you expect your recipient to respond to the email you can add a custom Reply to, and add more people Cc or Bcc to the emails.

Message

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 runs it will send the emails just the way that you've set up.

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