How do I attach an email to a workflow already on Autopilot?
N.B - You have to be selected on the email you wish to attach to a workflow.
Attaching an email
- Click on Actions
- Click on Attach File(s)
Search for the task you want to attached the email to
- Type to search for the workflow you want to add the email to,
- Or alternatively, look through the list of requests displayed on the screen.
Click on blue highlighted Requests groups to expand the workflows in each group.