Updating the user guide to reflect available features (#17139)
updated text regarding email attachments in workflows
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@@ -115,6 +115,29 @@ The Team
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- Subject: Following up on our conversation
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- Body: Reference meeting details from trigger
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## Email Attachments
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You can attach files to emails sent from workflows. The attachment is a static file that you upload when configuring the workflow.
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### How to Add an Attachment
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1. In the **Send Email** action, click on the **Attachments** button
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2. Click to upload a file from your computer
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3. The file will be attached to all emails sent by this action
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### Common Use Cases
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| Use Case | Example File |
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|----------|--------------|
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| **Welcome emails** | Company brochure (PDF) |
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| **Onboarding sequences** | Getting started guide |
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| **Sales follow-ups** | Product catalog or price list |
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| **Event confirmations** | Event details or agenda |
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<Note>
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Attachments are static—the same file is sent to all recipients. For dynamic documents (like personalized quotes), generate and attach files using a [Serverless Function](/user-guide/workflows/how-tos/connect-to-other-tools/generate-pdf-from-twenty).
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</Note>
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## Best Practices
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### Email Content
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@@ -135,10 +158,6 @@ The Team
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- Review workflow runs for error messages
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- Test with your own email address first
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<Note>
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**Coming soon**: Email attachments will be available in Q1 2026.
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</Note>
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## Related
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- [Workflow Triggers](/user-guide/workflows/capabilities/workflow-triggers)
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