Sending multiple emails to multiple people grouped by specific column

[Kketan24]

Hi, Everyone!

I am trying to send one or multiple records (or one or multiple rows of data in table format) grouped by the "Name" column (1st column) to the email addresses in the last column. The subject line should also reflect the recipient's name.

For example, below details will be in the table:

Name	Age	Address	RSVP	Date	Email Address
John Smith	42	1 Apple St	Yes	1/1/2022	john@apple.com
Mary Jane	35	3 Banana St	No	2/1/2022	mary@banana.com
John Smith	42	1 Apple St	No	3/1/2022	john@apple.com

Email will be sent to individuals with their data only. An example of outcome:

Sent to John Smith's email address (john@apple.com):

Subject Line: Please confirm the information - John Smith

Hello:

Please confirm your details below:

Name	Age	Address	RSVP	Date
John Smith	42	1 Apple St	Yes	1/1/2022
John Smith	42	1 Apple St	No	3/1/2022

Sent to Mary Jane's email address (mary@banana.com):

Subject Line: Please confirm the information - Mary Jane

Hello:

Please confirm your details below:

Name	Age	Address	RSVP	Date
Mary Jane	35	3 Banana St	No	2/1/2022

Any ideas on how to do this?

Thank you for your valuable input and guidance!!!

[Yoshiro_Fujimori · Accepted solution]

@Kketan24 ,

Here is a sample workflow.

Workflow

Table tool configuration

Report Text tool configuration

You can embed field values in the message text.

Layout tool configuration

You can arrange the layout of report components.

Find Replace tool configuration

To get the email address.

Email body

I hope this can be of some help.

[Kketan24]

Thank you, Yoshiro_Fujimori! It worked partially. Still, looking forward to a subject-line solution.

The subject line for John must be: Please confirm the information - John Smith 1/1/2022 - Yes, 3/1/2022 - No

The subject line for John must be: Please confirm the information- Mary Jane 2/1/2022 - No

[Yoshiro_Fujimori]

You can add and edit "subject" field with Formula tool and call it in Email tool as below.

Formula tool

Subject = "Please confirm the information - " + [Name]

Email tool

As your originally described to add only the name (not date and yes/no) to the subject line, I followed as such.

If you want to add it, you may tweak the formula tool by yourself.

Good luck.

[Kketan24]

Thank you. I tried, but the formula tools don't allow the Date and RSVP fields.

[Yoshiro_Fujimori]

Could you attach the workflow, instead of screenshot?

From the screenshot, it seems you added something but it resulted in "unmatched quote".

You may want to check if the quote characters are properly matching.