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SOLVED

Trigger email with same filename

praneshsapmm
8 - Asteroid

Hello ,

 

I have this requirement to send emails . 

 

Workflow1 Create files with with customer email id as filename .

 

smiit@xxx.com

karey@yyy.com

 

Workflow 2 : Need to pick up the above file based on customer name and trigger email to the customer . But while attaching the file to the email , the file need to be same for all customers like reminder.xlsx . How can i do this . 

 

Thanks

3 REPLIES 3
gautiergodard
13 - Pulsar

Hello @praneshsapmm 

One way I would recommend solving for this is by generating a temp file within Alteryx (using a render tool) and attaching that file to the email you are looking to send.

See how you would configure the render / email tools below (you would just be creating .xlsx files instead of PDF):

 

gautiergodard_0-1667835718501.png

gautiergodard_1-1667835795664.png

 

 

 

 

Felipe_Ribeir0
16 - Nebula

Hi @praneshsapmm 

 

I believe this workflow can solve your problem.

 

Felipe_Ribeir0_0-1667863249000.png

1) I am using python to create a folder with the email name (adapted from here: Create directory if not exists and save the ouput - Alteryx Community)

 

Felipe_Ribeir0_1-1667863297579.png

 

2)I am saving each Reminder.xlsx inside his own folder

 

Felipe_Ribeir0_2-1667863382254.png

 

3)Now that i have the individual filepaths and they are different but with the same filename, i can send the email.

 

 

 

Felipe_Ribeir0
16 - Nebula

Hi @praneshsapmm 

 

It worked?

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