Let’s talk Alteryx Copilot. Join the live AMA event to connect with the Alteryx team, ask questions, and hear how others are exploring what Copilot can do. Have Copilot questions? Ask here!
Start Free Trial

Alteryx Designer Desktop Discussions

Find answers, ask questions, and share expertise about Alteryx Designer Desktop and Intelligence Suite.

Alterxy workflow for sending email

shengenar
5 - Atom

Dear Team,

I hope this message finds you well. I am in need of your assistance with creating an Alteryx workflow to achieve the following tasks:

  1. Automatically fetch data from an SQL database.

  2. Upload this data to a shared Excel document in OneDrive.

  3. Analyze the data and send an automatic email to the recipient, requesting confirmation regarding the accuracy of the line items in the Excel document. The email should include checkboxes for them to mark "Yes" or "No."

  4. Once the recipient responds to the email, the corresponding feedback should be reflected in the shared Excel folder.

Your support in implementing this workflow would be greatly appreciated.

Best regards, 

Robert 

 

 

 

Alterxy workflow for sending emails.JPG

 

0 REPLIES 0
Labels
Top Solution Authors