Alteryx Designer Desktop Discussions

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How to send Email from alteryx

Abhi31
6 - Meteoroid

I have a workflow , which runs every hour on scheduler. 

Is there a way that workflow can open the excel file ,  copy the data and distribute that result out via Gmail.

8 REPLIES 8
TheOC
15 - Aurora
15 - Aurora

Yes! What you would have to do is have this have the excel file as an input, and then input this data into the https://help.alteryx.com/current/designer/email-tool

This will take 5 minutes to set up the email tool, but you can see how to do so via gmail here:
https://community.alteryx.com/t5/Alteryx-Designer-Knowledge-Base/How-To-Send-Emails-Through-Gmail-Us...

Hope this helps! 


Bulien
Abhi31
6 - Meteoroid

I tried solving my problem using the link , but gives me error of couldn't connect to server. 

TheOC
15 - Aurora
15 - Aurora

This might be a problem with the firewall on your server. If you run that workflow on your local machine, does the email tool work?


Bulien
Abhi31
6 - Meteoroid

I'm trying to run that on my local machine right now , gives error.

TheOC
15 - Aurora
15 - Aurora

can you give me a screenshot of the configuration window of your email tool, or send me your workflow please and i'll have a look and see if its the same on my side. I'd recommend removing your email/recipients however


Bulien
Abhi31
6 - Meteoroid

Please see the workflow. It has the input file and email tool set-up like that

TheOC
15 - Aurora
15 - Aurora

hi @Abhi31 

I have ran this on my side with the following config:

TheOC_0-1602785575997.png


And it seems to have worked fine. I did get an access denied error, but then i have to make an app password in Gmail:

https://support.google.com/accounts/answer/185833?hl=en

And i may have send a few tew many emails to myself:

TheOC_1-1602785619419.png


My only guess on your side is either the gmail/gsuite account needs to be set up differently, or firewall on your side is stopping it. As most errors would make sense, but not connecting to server usually is a wrong SMTP input but yours was fine.

Sorry I cant help much more, hopefully with different experience on this can shed any light


Bulien
Abhi31
6 - Meteoroid

Sent you a personal message , please see.

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