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Alteryx Designer Desktop Discussions

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

Send Email with Alteryx Generated Excel Attachments

insomned
8 - Asteroid

Hello, 

 

I would need the workflow to send these 2 Excel files as email attachments automatically to 2 different people. 

 

I was curious how it is possible to do that? 

 

I have SMTP details for my outlook. 

 

Thanks!

 

 

3 REPLIES 3
alexnajm
19 - Altair
19 - Altair

You just need to make sure that the Email tool starts after the two excel files are written! So I would set it up like this: 

workflow for email snap.PNG

One email will be sent per record, so make sure you have only 2 records - one for the first person and the first attachment and one for the second person. I can't help much more as the workflow is riddled with pathing errors, but this should get you on your way!

insomned
8 - Asteroid

Hi, 

 

Thanks a lot!

 

What do you mean by pathing errors? 

alexnajm
19 - Altair
19 - Altair

The workflow should work for you, but it won't work for me since I don't have access to the places you are inputting/outputting to. For example, your Output Data tools go to your specific OneDrive - I won't have access to that.

 

In summary, the workflow should work fine for you but you might want to use relative/UNC pathing for others to be able to easily run this! Here is a link that discusses pathing: File Paths and Alteryx - Alteryx Community

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