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 overdue more than 90 days. By configuring the Include Statement option, the workflow will send the overdue statement to these customers.
To include a statement with the Send Email action:
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Create a Send Email action.
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Fill the required fields from the Basic Information section.
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Fill the required Send Email action parameters. For more information, see Send Email Action Parameters
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In the Attachment parameter, select the Include Statement option.
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Fill the Include Statement options. For more information, see Send Campaign Email Action Parameters