How can I source additional address recipients into the 'Email' popup that appears on transaction records? Possible without a workflow or script send email action?

AI generated answer (using internal Slack threads):

Based on the conversations, it seems that you can source additional address recipients into the 'Email' popup that appears on transaction records using a workflow. Here are the steps: 1. Create a search that captures the Invoices you want to email. Include a summary criteria to exclude Invoices that already have email messages. 2. Create a Scheduled Workflow using the above search. 3. In the workflow, add a State - Action - Send Email. Apply your template and Attach PDF. 4. Test that your search in step 1 excludes the sent transactions. However, it's important to note that the recipient can be from the record, such as sales rep. You can set the field name for your recipient ie Sales Rep and set it to send upon create. Set your workflow to Create event and your Send Email state to before or after record submit. Or add a button to trigger the sending. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******