how can i create a work flow that automatically adds an additional email the the cc field when emailing invoices, sales orders ,etc?

AI generated answer (using internal Slack threads):

To create a workflow that automatically adds an additional email to the CC field when emailing invoices, sales orders, etc., you can follow these 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. To include the sender's email in the CC field, you can create a workflow field to store the sending email address. Then, when you send out the email, use the workflow field as part of the emails being sent. Here's how you can do it: 1. Add a Workflow Action - Set Field Value. 2. Set the condition as Sales Rep Email Is Not Empty. 3. From Field, select Record(Join): Sales Rep and Field: Email. 4. In the CC field of your Email Action, use {custworkflow_your_workflow_email_id}. 5. If you want to include the user's email, you can use {user.email} in the CC field. Remember to test your workflow to ensure it's working as expected. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******