ALteryx Email Tool - adding tabled data

Question

Morning all

I am currently working replacing a part of one of our processes, where we currently use Google Mail Merge with the Alteryx email tool.

One of the emails we send out, is to Managers to advise that some of their staff have not returned their laptops after leaving the firm, and asks then to follow up the return.
i am at the stage of preparing the emails tool, but now need to add a table of data (see image below) to erach manager, based on their subordinate's details (e.g. my manager would receive 1 email listing my devices - if I left the firm without returning them

I have converted the highlighted (Google MailMerge) fields, highlighted in red, to be used in the Alteryx Email Tool (with the correct formatting), with the related data being exported to an XLSX sheet, and are listed in 1 row based on manager name.

I have worked out the other email fields, and the new format is working, but I am stuck at this part.

Do I need to use the "Table" tool, and if so, how to i set the column headings, as only the device details will change.

any help/guidance would be appreciated immensely, as it will simply 3 other emails (similar to this one)

StephenT · Answer

Thanks @binu_acs

That has helped quite a lot - just trying to understand it now but it has given me a clue as to what to do next .

My query now is I need/want the serial number, model and payout figure of each device to appear in the 1 email to the Manager, not as a separate PDF or file.

So, my issue is I cannot work out how to make the 3 x column headings fixed, so only the information in each row is sent to each manager, with the leaving staff's , manager, name and device/s per my screenshot (below).

Row 1 of "Input Data" tool
Manager email

Manager name

Departing staff name

Location

Then proceed to Record 2 of "Input Data' tool and so on

binu_acs · Answer

@StephenT I think you need to use the Table tool for the formatted output. Attaching a sample workflow for your reference

Tool Mastery | Email e-mail e-mail (alteryx.com)

Email Tool.yxmd