How to attach mail job
To attach a mail job in a workflow, you'll need to use a workflow automation tool that supports mail jobs. Here's a general outline of the steps:
Prerequisites:
- You have a workflow automation tool installed, such as Zapier, Automator, or Microsoft Power Automate (formerly Microsoft Flow).
- You have a mail job (e.g., a CSV file or a database query) that you want to attach to your workflow.
Step-by-Step Instructions:
- Create a new workflow: In your workflow automation tool, create a new workflow or trigger a new instance of an existing workflow.
- Add a trigger: Choose a trigger that will initiate the workflow, such as a new email, a form submission, or a schedule.
- Add a mail job action: In the workflow, add an action that will attach the mail job to the workflow. This action is usually called "Attach File" or "Upload File".
- Configure the mail job action: Configure the action to attach the mail job to the workflow. You may need to specify the file path, file type, or other settings depending on your workflow automation tool.
- Add any additional actions: Depending on your workflow, you may need to add additional actions, such as processing the mail job data, sending an email, or updating a database.
- Test the workflow: Test the workflow to ensure that the mail job is attached correctly and the workflow runs as expected.
Example: Using Zapier
Here's an example of how to attach a mail job using Zapier:
- Create a new Zap in Zapier.
- Choose the "Email" trigger and select the email account you want to use.
- Add an "Attach File" action and select the mail job file (e.g., a CSV file).
- Configure the "Attach File" action to attach the file to the email.
- Add any additional actions, such as sending the email or processing the mail job data.
- Test the Zap to ensure it works as expected.
Example: Using Microsoft Power Automate
Here's an example of how to attach a mail job using Microsoft Power Automate:
- Create a new flow in Microsoft Power Automate.
- Choose the "When an email is received" trigger and select the email account you want to use.
- Add an "Upload file" action and select the mail job file (e.g., a CSV file).
- Configure the "Upload file" action to upload the file to a cloud storage service (e.g., OneDrive).
- Add any additional actions, such as processing the mail job data or sending an email.
- Test the flow to ensure it works as expected.
Remember to consult the documentation for your specific workflow automation tool for more detailed instructions on attaching a mail job.