I want to email a custom transaction (with the pdf) to the results of a saved search. I have set up a workflow with the 'send email' action and stated the saved search that will be used. What else do I need to do?

AI generated answer (using internal Slack threads):

Based on the conversations, it seems like you are on the right track with setting up a workflow with the 'send email' action and stating the saved search that will be used. However, there are a few more steps you need to follow: 1. Create a search that captures the custom transactions you want to email. Make sure to include a summary criteria to exclude transactions that already have email messages. 2. Create a Scheduled Workflow using the above search. 3. In the State - Action - Send Email, apply your template and attach the PDF. 4. Test that your search excludes the sent transactions. Please note that the email action will run on every result of your saved search. So if your saved search has 100 custom transactions in the results, it will send 100 emails, one for each transaction. It doesn't email out the list of results. Also, it's important to note that you can't source custom field values in the body or subject of the email. You can put text in the intro box that will be in the body of your email, but sourcing custom field values might not work. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******