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Email sent from Alteryx

SH_94
11 - Bolide

Hi Community,

 

May i know is it possible that we can send the output / excel file to respective email address directly?

 

Is there any limit of email address to be sent if this is possible?

 

 

Thank you

9 REPLIES 9
pedrodrfaria
13 - Pulsar

Hi @SH_94 

 

You can do that using the email tool. If you want to send a file and not just the data. You need to create a logic to save the file first and then email that file.

 

pedrodrfaria_0-1616156435716.png

 

pedrodrfaria
13 - Pulsar

@SH_94 

 

I added below an example I had used before

SH_94
11 - Bolide

Hi @pedrodrfaria ,

 

May i know how can i perform that ? Do you have any workflow that can share with me?

 

 

Thank you.

pedrodrfaria
13 - Pulsar

@SH_94 I did, look above.

pedrodrfaria
13 - Pulsar
A quick workflow demonstration using the Alteryx Email tool. 00:42 Start of Workflow Build 02:52 Add Summarize Tool 04:22 Add Table Layout 05:10 First Quality Check 06:25 Add Header 07:31 Visual Layout Tool 09:10 Second Quality Check 09:44 E-mail Tool #NPT #Alteryx #Email
SH_94
11 - Bolide

Hi @pedrodrfaria ,

 

Would like to ask how we update the following details that in circled?Do we need to update it?

 

Jacob_94_0-1616158628160.png

 

Can we send to multiple email address? 

 

pedrodrfaria
13 - Pulsar

Hi @SH_94 

 

Yes, you can send to multiple address. See the "To Field" ? Where it is selected to to take from the data. So in the data, you need to populate a column with the multiple address you want to send.

 

Ex:

 

Data looks like this now:

 

ID Value

A       1

B       2

 

Now you want to send to multiple address:

 

ID Value Email

A       1     email@gmail.com

B       2       email@gmail.com    

A       1     email@gmail.com

B       2     email@gmail.com

 

 

 

SH_94
11 - Bolide

Hi @pedrodrfaria ,

 

Thank you for the information. I had read the article and would like to confirm that is it we need to subscribe or make payment to use the email tool on the automated email.

 

https://community.alteryx.com/t5/Alteryx-Designer-Knowledge-Base/Tool-Mastery-Email/ta-p/32129

 

Jacob_94_0-1616160189542.png

 

pedrodrfaria
13 - Pulsar

@SH_94 

 

You DO NOT  need to pay to use the email tool. You can set up to use your company email, gmail, outlook, etc... and use that as the sender. It is free.

 

Ask your IT if you need help with the SMTP.

 

Pedro.

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