How to auto send emails with unique/personalized attachments

[Charlie_Kleiner]

Hi All,

I’m new to Make and workflows in general. I’m trying to create a program that emails users a personalize certificate. I’d like the email to send the PDF as an attachment, but if I had to send it as a link to a drive folder location that could work too). I’m currently working towards a solve that utilizes google scripts and a Make workflow, but I’m running into some challenges. I’m also open to doing this entirely in a Make workflow if that’s possible (I couldn’t figure that out though).

Here’s what I’m envisioning and where I’m having some challenges:

Using a google script: (I’ve been able to do this)

Create a personalized certificate:

1. Pull in user name from google sheet
2. Input name into dynamic google slide
3. Save google slide presentation as a PDF in a google drive

Next, using a Make workflow, I’d like to automatically send the user their certificate each time a new PDF is added to a specified Google Drive folder. I was trying to set this up using a Google Drive and Gmail module. However, it doesn’t look like the Google Drive module can “watch for” and trigger off of a PDF as a file type.

I’m basically stuck at this point. Is there anyway around this using the flow I described above or would a different workflow or combination of modules work?

[Stoyan_Vatov]

Hey Charlie,

your flow looks sound. As a final step to the google script have it call a Make custom webhook module and send it the file ID, then the Make scenario would be - webhook is received → download the file with a google drive module using the ID → create a new email and upload the file as an attachment

[Charlie_Kleiner]

Thanks Stoyan! That worked for the most part. With that said, I am running into an issues attaching the final PDF to the email. I’ve tried mapping to the name, file ID, and overall bundle, but nothing seems to work.

Update: I saw that I need to use the file name and data tags. I tried that, but I’m still not able to successfully attach and send the PDF.

[Stoyan_Vatov]

You dont map the Name, you need to map the file it self.

[samliew]

Uncheck the Map toggle if you are not mapping an ARRAY of files.

Insert the file in a single attachment item.

Hope this helps! Let me know if there are any further questions or issues. P.S.: investing some effort into the tutorials in the Make Academy will save you lots of time and frustration using Make!

— @samliew