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Sending emails with multiple tables to many people (grouping)

joannasokolowska
9 - Comet

Hi colleagues,

I need your advice regarding the workflow that send emails to various people (Managers) with 2 tables inside (in the future could be 3 tables). The thing is that I would like to send one email per Manager with all the information in one place (which means 2 tables to be included in the table). Please see the workflow attached (still sth not working properly there). 

 

This is the testing input data. 

Zrzut ekranu 2024-10-22 153022.png

 

One table should include summary for Group A and other table for Group B. There also should be some text above each table and at the begining/end of the email.

 

The final result should sth like this,

 

Dear [Manager name] Tom,

[Some text] Below you can find a list of products

 

[Some text] Table with Group A

ProductGroup
orangeA
kiwiA

 

[Some text]  Table with Group B

ProductGroup
bananaB

 

[Some text] Thank you!

For more details please contact - xyz@test

 

10 REPLIES 10
atcodedog05
22 - Nova
22 - Nova

Hi @joannasokolowska 

 

Grouping sooner in table can make this logic more dynamic.

 

Hope this helps :)

atcodedog05
22 - Nova
22 - Nova

Having problem uploading the snippet. I guess you just have to download and open the workflow ðŸ˜…

joannasokolowska
9 - Comet

Hi Thank you for the response. There is still something odd - please check the people with Group B (above the table there is a text Group A even in the table there is Group B). Also tables should be one under the other (not next to each other). 

 

 

 

atcodedog05
22 - Nova
22 - Nova

Try this

joannasokolowska
9 - Comet

Hi,

Thank you again for your time and the solution :) This workflow is working when I want to paste the same tables, however in the second table I would need to add additional column from the dataset (e.g. Manager name). Could you please help with this? 

 

atcodedog05
22 - Nova
22 - Nova

Hi @joannasokolowska 

 

This method works only when there are same columns in 2 tables. If you can confirm that there will always be only 2 groups (A and B). We can build a more static solution to fit that requirement of 2 groups or n number of fixed groups,

joannasokolowska
9 - Comet

Hi,

In my "real" workflow tables differs, so can't use this solution. Do you know how to create 2 tables based on the same dataset but includes various columns? There are only 2 groups but each group should have different table. (For this testing purpose, we can add manager name column to the group B table) 

 

Thanks

atcodedog05
22 - Nova
22 - Nova

Try this out

joannasokolowska
9 - Comet

Perfect! Thank you so much! 

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