When building a Sheetgo Workflow you can set up an automation that will share a file directly. This type of automation lets you send an email to one or multiple recipients every time the workflow runs. This ensures your team is always aware of files updates and can work with live data.
Sharing spreadsheets by email enhances collaboration and transparency. The Share option is located on the Destination step or your automation.
You can set this option at multiple steps 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 with Share by email as the final step:
Source > Share by email
Source > Destination > Share by email
Source > Data processor > Destination > Share by email
Source > Data processor > Destination > PDF > Share by email
Sending Method
There are two methods to share a file by email using Sheetgo. You can share the file along with an access links or share the file as an attachment.
Share file
When sharing the file as a link you need to choose the recipient's access level. There are two options:
Viewer will only give the recipient permission to view the file.
Editor will also give the recipient permission to edit 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 sent to the recipient. In this case, the original file will stay intact in your cloud storage.
You can only send up to 25 MB as attachments. Files larger than that should be shared as links.
Recipient addresses
After choosing how to send the file, you can configure who should received by referencing a list of emails in your spreadsheet or by specifying 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 recipients. To do that click the arrow on the right side of the field and select the column that has the emails. All the recipients will receive the same file.
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 create the email with text and images. When you are happy, just click Done editing. Now every time the workflow runs it will send the emails that you've set up.
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