Send result emails with report attachments to customers
Send result emails with report attachments to customers
Spreadsheet form responses should trigger report delivery, but delays leave customers waiting. This flow emails reports with attachments and enrolls contacts for follow-up the same day.
Workflow preview:
Zap details:
Overview
When a new form response lands in your sheet, this flow finds the right report, sends a branded email with the PDF attached, and enrolls the contact for follow-up. That eliminates manual assembly and gets customers their results the same day.