Trello Email automations- Automation to Email a client with Attachment

Alex Chavel

Hey Everyone

We have several Direct-To-Client email automations setup in our various steps of production in Trello, so they are updated on the various steps in their order.

The one automation we can't sort out to send is this:

Our art department makes a mockup/proof of every order which is saved as a PDF or Jpg in each card.

We want that file automatically emailed to the client when our art department slides the card from "Mockups To Do" to "Mockups Waiting For Approval"

We already have custom field in each card, and understand automations a bit, but each card has other attachments in it as well, so we need an automation to send the email, with a short message, and the correct Mockup File attached.

Is there an automation we could make that would send the email and attach let's say the top file attached in the list? with a stock short message attached lile "Here is your mockup, please review it and Approve if correct"?

we want to automate as much of these steps as possible, expecting sales to grow quickly this year!

Christl_Email for Trello

Hi @Alex Chavel👋

Christl from SendBoard here - makers of the Email for Trello Power-Up.

As @milynnus mentioned there isn't an obvious, easy way to automate picking a file from the card to attach in an email. We have few users that have a similar use case to yours. They manage files in a drive, add the link of the drive/folder in a custom field and then include the custom field variable in their saved reply. This is then populated with the relevant link when your email is sent. (Saved replies are great for automations e.g. automatically send an email when dragging a card to a certain list).

Recipients can then access the attachments/drive through the link shared with them in the email. This might not be what you had in mind, but depending on your workflow, this might be an option that could work.

Hope that helps!