Review of emails

Question

Hello,

I am trying to automate one of our report and halfway through it. However, need assistance on the below points.

1) There are multiple tabs in excel sheet and i am looking to convert each of these tabs in PDF. I am able to do it for one of the tab and can replicate the same rules for other tabs as well. This will generate pdf's for each of the tabs but i also want a consolidated pdf for all the tabs.

2) I have to generate emails for these pdf's, using email option it sends the emails directly without getting saved in the drafts folder to allow me to review. How can i have the email saved in drafts to allow me to review.

3) Data is in tabular format and i need a line with date and report name at the top on each of the tabs.

Can someone please help.

Thanks

Rajesh_27 · Answer

Hi, thanks for responding, it is helpful.

1) Yes, i am creating a table for each sheet and rendering them all to a single pdf as well as separate pdf for each of the sheet.

2) Sounds good, i  can send the email to my inbox.

3) It worked, thank you so much for helping me on this.

Podoseb0 · Answer

1) How do you generate the PDFs? Have you tried creating a table (with the Table tool) for each sheet and rendering them all to a single pdf file?

2) Unfortunately there isn't any native/easy option to save the email as a draft, but you could try this solution by kelvin_tsang:

https://community.alteryx.com/t5/Alteryx-Designer-Discussions/Creating-an-Outlook-Thunderbird-Draft-Email-including/td-p/602207

3) You can achieve this using the Report Text tool for the Title and the Layout tool to structure the final report (made of Table and Title) the way you want it.

If you can, share a sample workflow or some screenshots so it's easier to help you out!