Workflow Results to be Attached as Excel Doc and Scheduled Weekly through Outlook

Question

Hello!

I'm looking to take the results of my workflow and do the following:

1) Save it as an excel document in a path I provide

2) Take that excel file and attach it to an Outlook email to send to 1 user

3) Schedule this to occur on the 1st of the Month

Currently, my data is connected through a SQL database. After I do the analysis within Alteryx, I'd like the results to be sent to a user, monthly. Any idea how I can do this?

I've looked into the Email tool but not sure what SMTP to use. I used my company one and use the general outlook one with no luck. Also, how would I schedule this to happen monthly? I don't see a schedule option within the Email tool.

I'm VERY new to Alteryx so if you can attach a workflow with your suggestions, I would appreciate it. Thank you in advance!

UPDATE: It seems like I have to figure out my SMTP server settings. I was able to test it out with GMAIL and it worked. I guess I just need to figure out how to save it as an email attachment and send out once a month.

mystasz · Accepted Answer

Hi @T_Willins!

Thanks for your suggestion. I found something that worked for me:

Input Tool to input data from SQL query > Output tool to write to a path via excel (set to overwrite file) > Link Input Tool with Sample tool too to select first N rows where N = 1 > Link Email tool after Sample tool with email information. This generated 1 email. The number of rows in my file were ~5k so creating a table would clutter the body of the email.

I did know about #3.....We recently got the Designer license and thought scheduler came with it. Thanks for the info!