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Email Tool Help

ShantanuDagar
8 - Asteroid

Hey,

 

I need help in email drafting.

 

From, to part remains static.

 

Subject line - ABC XYZ Breaks Q4'23 

ABC XYZ Breaks - Remain Constant

Q4'23 is dynamic - Whenever the email is being sent - The next quarter will be in Q and the corresponding year (If today I send, then it will be Q1'24)

 

Body

 

Hi James, (Constant)

 

achj ajhs sjhs hjhs hjsau sahsiu in Q4'23. (Until in is constant, after that same expression as in Subject line - Q4'23)

asags shagjah sgajsh sgahsjg (Constant)

 

"Now here is where actual stuff starts" (ignore this)

 

I need to embed the table resulted in alteryx workflow here.

The table has following format: (Can consist of 1 table or 2 depending on type as there are 2 types and report is segregated as per the type)

 

Name    Type    Value    Date    ID

 

 

I need to add 2 lines above these embedded tables.

 

There are {this number of} breaks of {this type} for value > 100K $ and {this number of} breaks for value < 100K $

There are {this number of} breaks of {this other type} for value > 100K $ and {this number of} breaks for value < 100K $

 

which will be deciphered from the table.

 

So final email will look like this.. {} - Variables

 

Subject line - ABC XYZ Breaks {Q4'23}

 

Hi James, 

 

achj ajhs sjhs hjhs hjsau sahsiu in {Q4'23}

asags shagjah sgajsh sgahsjg

 

There are {this number of} breaks of {this type} for value > 100K $ and {this number of} breaks for value < 100K $

There are {this number of} breaks of {this other type} for value > 100K $ and {this number of} breaks for value < 100K $

 

Name    Type    Value    Date    ID                  (Embedded Table 1)

 

 

 

Name    Type    Value    Date    ID                  (Embedded Table 2) Could be just 1 table sometimes

 

Thanks

My Name

My Position

 

1 REPLY 1
Prometheus
12 - Quasar

@ShantanuDagar This should get you going in the right direction. I used a couple of conditional formulas to come up with the next quarter:

Next Q and Y.PNG

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