Almost every platform today allows for some version of file attachments. Take a project management system where you are working amongst engineers or technical resources, handing back and forth technical drawings or specifications. Or a sales system, where you are downloading / revising / re-uploading each version so everyone is always on the same page.
Whats the best way to communicate that? How best do you notify everyone when a new version is available? What if you want to make that file available in a place like DropBox or Box where you can publish documents to your entire team to access once a deal has been signed?
Luckily - Workato has plenty of built in features for accessing, transferring and storing files. The process is such that you host your files in your primary system - Workato acts as the middle man for downloading it - and then re-uploading or sending it where you'd like
Among the various file processing options at your disposal - common examples might include
Lets take the third item as an example:
When I upload a new Project document in Quick Base - I want that to be sent to all of the stakeholders on my project and attach that file in the email
For more info about the basics around setting up a new Recipe - check out this article on Creating your first Workato Recipe
Using Workato in a workflow such as this can be a great time saver when it comes to documents. It eliminates the need for you to open open where the file is hosted - download it to your machine - and then transfer or send it to the next link in the chain. More so - using Workato also empowers you to add and create more comprehensive workflows as extensions of examples like the above, such as utilizing Workato for logging things like email communication
Author: Chayce Duncan (firstname.lastname@example.org)
Date Submitted: 4/2/2019