Excel output in the draft Email

Question

My organisation does not support SMTP, so the workflow i created - saves an excel output and a draft email - in the path

How do i include the Excel output as an attachment in the draft?

dreldrel · Answer

There are several ways you can approach this.

1. You can fix the output file path and attach the file directly to the Email tool.

2. You can output the files to a shared drive or SharePoint. In this case, include a link in the email to the shared file rather than attaching the file each time.

EmilAlteryx01 · Answer

The want the Matched Data to be in the body of the email as a Table

For Eg,

Please find attached the exceptions for today

TradeDateSettleDateBSAmountApparel NamePriceDiscountIdentifierFirm AliasStatusCCYRecipientPrincipalAccruedNetCreatorIdentifier2HiddenSenderRecepientReceived TimeTickerStoreNotesStoreNotesChatBtnInterDealerBro03/02/2103/04/21B500 xShirts102.705ShoesNIKEINDRejectedINRASHWORTH VAZ5135001013YUVIKA LAUNGANIShoesNIKEINDYUVIKA LAUNGANI AAPL MicrosoftNikePlusColaba03/02/2103/04/21S100 xJackets99.9348757ClothingNIKEINDRejectedINRNEHTRA GUPTA99.58500599.58KUMKUM PINTOClothingNIKEINDKUMKUM PINTO WFC MicrosoftNikePlusColaba03/02/2103/04/21S300 xGym93.25ClothingNIKEINDNewINRSHARON REBELLO270500770KRITIKA RATHODClothingNIKEINDKRITIKA RATHOD AAPLTo be delivered to HOMicrosoftNikePlusColaba03/02/2103/04/21S2000 xDresses110.338ClothingNIKEINDRejectedINRASHWORTH VAZ331500831SAURABH GATTIClothingNIKEINDSAURABH GATTI WFC SkypeNikePlusColaba03/02/2103/04/21S500 xBags148.31ApparelNIKEINDNewINRNEHTRA GUPTA296500796SWATTI SHARMAApparelNIKEINDSWATTI SHARMA AAPL SkypeNikePlusColaba03/02/2103/04/21B100 xShirts102.705ClothingNIKEINDNewINRSHARON REBELLO296500796YUVIKA LAUNGANIClothingNIKEINDYUVIKA LAUNGANI WFC SkypeNikePlusColaba03/02/2103/04/21B300 xFootwear110.338ShoesNIKEINDRejectedINRASHWORTH VAZ5135001013KUMKUM PINTOShoesNIKEINDKUMKUM PINTO WFC SkypeNikePlusColaba03/02/2103/04/21S500 xShirts ShoesNIKEINDRejectedINRNEHTRA GUPTA5135001013KRITIKA RATHODShoesNIKEINDKRITIKA RATHOD AAPL MicrosoftNikePlusColaba03/02/2103/04/21S100 xJackets ClothingNIKEINDRejectedINRSHARON REBELLO99.58500599.58SAURABH GATTIClothingNIKEINDSAURABH GATTI WFC MicrosoftNikePlusColaba03/02/2103/04/21S300 xGym ClothingNIKEINDNewINRASHWORTH VAZ270500770SWATTI SHARMAClothingNIKEINDSWATTI SHARMA AAPLTo be delivered to HOSkypeNikePlusColaba03/02/2103/04/21S2000 xDresses ClothingNIKEINDRejectedINRNEHTRA GUPTA331500831YUVIKA LAUNGANIClothingNIKEINDYUVIKA LAUNGANI WFC MicrosoftNikePlusColaba03/02/2103/04/21B500 xBags ApparelNIKEINDNewINRSHARON REBELLO296500796KUMKUM PINTOApparelNIKEINDKUMKUM PINTO AAPL MicrosoftNikePlusColaba03/02/2103/04/21B100 xShirts ClothingNIKEINDNewINRASHWORTH VAZ296500796KUMKUM PINTOClothingNIKEINDKUMKUM PINTO WFC SkypeNikePlusColaba03/02/2103/04/21S300 xFootwear ShoesNIKEINDRejectedINRNEHTRA GUPTA5135001013KUMKUM PINTOShoesNIKEINDKUMKUM PINTO WFC SkypeNikePlusColaba03/02/2103/04/21S500 xShirts ShoesNIKEINDRejectedINRSHARON REBELLO5135001013KUMKUM PINTOShoesNIKEINDKUMKUM PINTO AAPL MicrosoftNikePlusColaba03/02/2103/04/21S100 xJackets ClothingNIKEINDRejectedINRASHWORTH VAZ99.58500599.58KUMKUM PINTOClothingNIKEINDKUMKUM PINTO WFC MicrosoftNikePlusColaba03/02/2103/04/21S300 xGym ClothingNIKEINDNewINRASHWORTH VAZ270500770KUMKUM PINTOClothingNIKEINDKUMKUM PINTO AAPLTo be delivered to HOSkypeNikePlusColaba03/02/2103/04/21S2000 xDresses ClothingNIKEINDRejectedINRASHWORTH VAZ331500831KUMKUM PINTOClothingNIKEINDKUMKUM PINTO WFC MicrosoftNikePlusColaba03/02/2103/04/21S500 xBags ApparelNIKEINDNewINRASHWORTH VAZ296500796KUMKUM PINTOApparelNIKEINDKUMKUM PINTO AAPL MicrosoftNikePlusColaba03/02/2103/04/21S100 xShirts ClothingNIKEINDNewINRASHWORTH VAZ296500796KUMKUM PINTOClothingNIKEINDKUMKUM PINTO WFC MicrosoftNikePlusColaba03/02/2103/04/21S300 xFootwear ShoesNIKEINDRejectedINRASHWORTH VAZ5135001013KUMKUM PINTOShoesNIKEINDKUMKUM PINTO WFC MicrosoftNikePlusColaba

Output.xlsx

EmilAlteryx01 · Answer

Hey @mc

Thank you for your response.

I have created the workflow to save the 1st Leg output as an email draft (please refer to the second screenshot).

The Excel output contains a table, and since attaching the file is not an option, I am attempting to embed the table directly in the body of the email.