Updating the user guide to reflect available features (#17139)

updated text regarding email attachments in workflows
This commit is contained in:
StephanieJoly4
2026-01-14 14:49:41 +01:00
committed by GitHub
parent 6b14cfaa89
commit f70b171843
@@ -115,6 +115,29 @@ The Team
- Subject: Following up on our conversation
- Body: Reference meeting details from trigger
## Email Attachments
You can attach files to emails sent from workflows. The attachment is a static file that you upload when configuring the workflow.
### How to Add an Attachment
1. In the **Send Email** action, click on the **Attachments** button
2. Click to upload a file from your computer
3. The file will be attached to all emails sent by this action
### Common Use Cases
| Use Case | Example File |
|----------|--------------|
| **Welcome emails** | Company brochure (PDF) |
| **Onboarding sequences** | Getting started guide |
| **Sales follow-ups** | Product catalog or price list |
| **Event confirmations** | Event details or agenda |
<Note>
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).
</Note>
## Best Practices
### Email Content
@@ -135,10 +158,6 @@ The Team
- Review workflow runs for error messages
- Test with your own email address first
<Note>
**Coming soon**: Email attachments will be available in Q1 2026.
</Note>
## Related
- [Workflow Triggers](/user-guide/workflows/capabilities/workflow-triggers)