Automatic email snapshot of excel data

[ArnabSengupta]

Hi All,

I have an excel file which updates once a day. I want to be able to send an automatic email to different users of snapshot of the whole excel data, per sheet number (Sheet 1, sheet 2 etc.) in the email. 

I have attached a sample data set to it.

Help is much appreciated.

Thank you!

[RishiK]

@ArnabSengupta I have attached a sample workflow for you. You will need to configure the Email tool with the SMTP configuration and the relevant email addresses or groups.

You can replicate this for Sheet 2 also.

[ArnabSengupta]

Hi @RishiK : Thank you for replying. When I am trying to open the attached workflow, I am getting this error message. I checked, and my designer is up to date with the latest version. 

Can you kindly advise?

[RishiK]

@ArnabSengupta what version of Designer do you have?

[ArnabSengupta]

Hi @RishiK , I got version 2020.2.3

[RishiK · Accepted solution]

@ArnabSengupta can you upgrade to 2020.3 - you can open the workflow once you have.

[serrico]

Hi,

I cannot download the latest Alteryx. Would you be able to attach an image of the workflow?

[RishiK]

@serrico  @ArnabSengupta  this is what I had in my sample workflow:

You would have to configure the orange Email tool for your emailing out.