Context

The following Make workflow is responsible for:

• getting recordId of a specific document from Airtable database
• downloading the document as a PDF
• sending to the new partner ****an email with the attached document
• updating the status of the record in Airtable database

With this workflow you’ll save time and reduce manual tasks such as:

• sending contracts
• sending invoices
• sending standard documents

This is crucial if you work in:

• Finance
• Sales
• HR
• Project Management
• Marketing

Prerequisites