# How to Set Up Automatic Sending of a Message with a File

{% hint style="info" %}
Note: To ensure the file appears in the selection list for the File field, you must first create a template and upload the file there. Once uploaded, the file will be available for selection in the File field.
{% endhint %}

1. **Open Your monday.com Board:**

* Navigate to the specific board where you want to set up the automation.

2. **Access Automations:**

* Click on the "Automations" button located at the top right corner of the board.<br>

  <figure><img src="/files/EtTMuvID07LfGpeypjnD" alt=""><figcaption></figcaption></figure>

3. **Add a New Automation:**

* In the Automations Center, click on "Add Automation."

4. **Customize the Automation:**

* Select the trigger for your automation, such as "When a new item is created."

5. **Choose the Workflow:**

* Select the workflow "Send a message with a file to WhatsApp by Whatcrm."<br>

  <figure><img src="/files/HmRvANpnhXfQ2Y5nreSb" alt=""><figcaption></figcaption></figure>

6. **Compose Your Message:**

* In the Message box, enter the text of the message you want to send.<br>

  <figure><img src="/files/XzZpwP15lDLUhsDja11j" alt=""><figcaption></figcaption></figure>
* Click "Done" when finished.

7. **Attach the File:**

* In the File field, select the necessary file from the list of files uploaded earlier in the templates section. Note that only one file can be attached per automation.<br>

  <figure><img src="/files/77ikzNLQBMo9c3XxocLP" alt=""><figcaption></figcaption></figure>

8. **Select the WhatsApp Number:**

* In the Connected Number field, choose the desired WhatsApp number from the drop-down list. This is the number from which the message will be sent.<br>

  <figure><img src="/files/GsbYYfvLmQbzvBBT0DIY" alt=""><figcaption></figcaption></figure>

9. **Save the Automation:**

* Click "Create Automation" to save your settings and activate the automation.


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