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Alteryx Designer Desktop Discussions

Find answers, ask questions, and share expertise about Alteryx Designer Desktop and Intelligence Suite.
SOLVED

How to have a scheduled email and calendar invite sent out

Dittau
8 - Asteroid
‎04-03-2023 05:34 PM

Hello,

 

Does Alteryx have the ability to send a schedule email on a certain day and also send an outlook calendar invite, if so how?

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Yoshiro_Fujimori
15 - Aurora
‎04-03-2023 05:50 PM

Hi @Dittau ,

 

Suppose you have this input data:

Yoshiro_Fujimori_0-1680568987770.png

You can pass only the rows with [Send date] is today to Email tool.

Yoshiro_Fujimori_1-1680569008482.png

You need to run the above workflow everyday.

To automate it, read this help page: https://help.alteryx.com/20223/designer/schedule-workflows

(You need to have Alteryx Server or Designer plus Desktop Automation add-on.)

 

For Outlook calendar, there seems to be a tool here: https://community.alteryx.com/t5/Community-Gallery/Outlook-365-Tool/ta-p/898140

(Sorry I cannot advise further as I do not use this tool)

 

Good luck.

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