Attaching Statements to an Email

Use the Include Statement option under the Attachment parameter to attach a statement to the email in a Send Email action. This option is only available in workflows with Customer, Lead, or Prospect as the base record type.

For example, you can configure a workflow to run weekly, with a search filter for customers

To include a statement with the Send Email action:

1. Create a Send Email action.
2. Fill the required fields from the Basic Information section.
3. Fill the required Send Email action parameters.
4. In the Attachment parameter, select the Include Statement option.
5. Fill the Include Statement options.