Sending Automated Emails

Question

Hello,

I'm tasked to do an automated billing using Alteryx. The values (billing and addresses) will be coming from a database.

Can anyone help regarding the best (and maybe, simplest) way to do this?

Also, there will be a few report formats, depending on the client.

Thank you.

TheOC · Answer

Not a problem!
Be sure to mark as solution if it helped you, so future searches of a similar question will find this thread, and Happy Alteryx'ing!

Cheers,
TheOC

RonGatmaitan · Answer

Thank you, @TheOC!

TheOC · Answer

hey @RonGatmaitan

Alteryx has a tool suite, perfectly built for this situation!
If you take a look at the 'Reporting' suite - you can built up reports using the inbuilt tools, with interactive charts, graphs, and report texts. you can then 'glue' these elements together with the layout tools.

To see an example - i would recommend right clicking the 'layout' tool, and hit 'open example' to see how this can be used - this is an example workflow of building a report.

The next step is emailing out - which you would want to use the Email too. Everything can be dynamic in the email tool - and you can send the emails/reports you have built as an attachment, or the body of the email.

Hope this helps!
TheOC