Tiffany Shepard
09/20/2024, 9:39 PMCeligo AI
09/20/2024, 9:39 PMAI generated answer (using internal Slack threads):Based on the conversations provided, it is possible to attach invoice PDFs in scheduled emails created from a saved search in NetSuite. This can be achieved by utilizing 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, create 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 you cannot send a report and a saved search in the same email on a schedule. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
09/20/2024, 9:39 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.867940962
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.862764716
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.860661209
Celigo AI
09/20/2024, 9:39 PMCeligo AI
09/20/2024, 9:39 PM