Segregate date based on criteria and outsource them into emails in Outlook

[esabay]

Hi All, 

Apologies as I am very new to Alteryx (3 days). I am having trouble coming up with a workflow. The idea here is that the "query 1 data" file should only include Alpha and Bravo on the unit column, deal date and query date should exclude all dates from today's date and T-2. After this, the next part of the workflow should segregate data into emails based on Client Name and will be sending the data to recipients found in the "query 2 contacts" file. Sample output should be the below. I have used the filter function as a start but do not know how to proceed anymore sorry. Thank you for the help!

[geraldo · Accepted solution]

@esabay 

A first workflow idea with your criteria