For many times, you want Alteryx to process some data, generate a report, and send to a group of recipients. However, you cannot really trust Alteryx to send directly to recipients because you want to check the report for the last time before it gets dispatched. If Alteryx is going to just generate the report and send to yourself, then you will have to manually forward the email, insert the recipients, remove ”FW: ” from the subject, and clean up the email header of the email body. These manual steps kind of of defeats the purpose of automation.
In this tutorial I'm going to share with you how to ask Alteryx to send you a Draft email. That is, an email with the ultimate recipients, Subject and email body already populated for you. It even attaches the newly generated reports that you want to send to recipients. After you receive the email from Alteryx, you can open up the Draft email, review and click send. Below is a sample output:
Now, to do this, you need to know a little bit of a file format called an eml file. An eml file is a text file with file name ended with eml. The content of the text file is similar to below:
MIME-Version: 1.0
X-Unsent: 1
To: anyone@anyone.com
Subject: Draft Email with Attachment
Content-Type: multipart/mixed; boundary="email_boundary"
--email_boundary
Content-Type: multipart/alternative; boundary="html_boundary"
--html_boundary
Content-Type: text/plain; charset=ISO-8859-1
Content-Transfer-Encoding: quoted-printable
This is an HTML message. Please use an HTML capable mail program to read
this message.
--html_boundary
Content-Type: text/html; charset=ISO-8859-1
Content-Transfer-Encoding: quoted-printable
<html><body>This is an email with <b>attachments</b></body></html>
--html_boundary--
--email_boundary
Content-Type: application/pdf; name="pdf_attachment.pdf"
Content-Transfer-Encoding: base64
Content-Disposition: attachment; filename="pdf_attachment.pdf"
[A base 64 encoding of an pdf attachment]
--email_boundary
Content-Type: application/vnd.ms-excel; name="excel_attachment.xlsx"
Content-Transfer-Encoding: base64
Content-Disposition: inline; filename="excel_attachment.xlsx"
[A base 64 encoding of an Excel attachment]
--email_boundary--
Here are the description of some key fields:
Now, the boundary lines are more difficult to explain. Basically, you need to declare a boundary and describe what you are including. In my example, I'm including an HTML message, and two attachments. Just look at the sample eml message above and you should get a good idea of how to use the boundary.
Then, the most tricky part is, you want to include the attachments. You may use Alteryx to generate the reports, and the reports can be PDF, or Excel, or a picture, or a Word document or any file type. I'm going to attached a PDF file and an Excel file in the Draft email. In the declaration, you are going to specify Content-Type of each attachment. That basically tells your operation system what program to use when the recipient double-clicks on each of the attachment.
Now, the most interesting part is how you would encode the attachments in the eml message. Alteryx has these very interesting tools just for this purpose: the Blob Input and Blob Convert. You can make use of these to read your PDF file, convert to base64 text, and include in the Draft email.
Several things to watch out for when you configure the Alteryx workflow:
Please leave any comments below if you have any insight/feedback, and I will try to answer them, thanks.
got CC and From as well thanks
Can i check how do i view the draft in my mailbox ? seems like the code is running correctly however nothing is in my draft folder.
gavinloi, after the Alteryx is executed, it should produce an eml file. If you have an email client installed, you may double-click on the output eml file and it should open up.
This is really useful, I was wondering how can I add my signature details under the body of my email. I wanted to change the colour and size of my signature
For Eg
"Please find attached the report for the day"
"Thank you and regards"
"Amitoj Singh
CFS Ltd
21 Ample Avenue"
is there a way to pass the email address dynamically, rather than having to hard code it in the first text input tool? Similarly can i add the current date in the subject as a suffix to my report
For Eg "Daily Margin Calcs - yyyy.mm.dd"
this is similar to what i was trying to achieve to be able to change the To, CC and subject dynamically, where you able to find a solution, please do share i be very keen to see
Hi Suyunn,
did you find any solution of this issue? I've got very similar requirement.
Thank you for any advice.
Hi @kelvin_tsang ,
I am also trying something similar like draft emails you shared.
But I am not getting the desired result.
I am sharing my workflow and inputs files can you please help me in it.
Hello Suyuun,
Were you able to figure out how to add dynamic email body in the email similar to the example you shared above?
Hi Kelvin,
Thanks a lot for this workflow. Could you please let me know if you were able to solve Suyuun's doubt of creating dynamic email body? I have the same use case and the requirements.