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Description
Overview
The current Send Email workflow node supports basic email composition (recipient, subject, body) but lacks the ability to attach files, which is essential for many sales processes (e.g. User guide attached as a PDF)
Context
- Existing System State: Twenty CRM has a mature Send Email workflow node implemented as a tool-based action that routes through MessagingSendMessageService supporting Gmail API, Microsoft Graph API, and SMTP providers. We also already have a attachment infrastructure with workspace-scoped file storage, JWT-secured access, and polymorphic attachment to entities.
- Gap Being Addressed: While the email system can send HTML/text content, it cannot include file attachments, limiting workflow automation capabilities for document sharing, report delivery, and comprehensive email communications.
Requirements
- Send Email workflow node shall accept an optional array of file attachments
- Gmail intergration
- Microsoft integration
- SMTP integration (1 PR per integration, avoid doing 1 big PR - pick 1 only at first)
- Limit attachment size to what is allowed by different providers (10MB max?)
- V2+ cloud storage + link for larger files
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Status
🔖 Planned