Enhance Email tool to Allow for Creating Draft Emails

[Joker_Hazard]

There is an extensive need from customers to be able to create emails but not send them (right away at least).

I'm in the banking sector and I have been seeing many banks using Alteryx and Alteryx server in their routines. Also, when it comes to sending automatic e-mails in this sector, its very risky. We need a "four eyes check" when dealing with clients information. Currently there is no workaround that could be applied to e-mail tool when used in Alteryx server as well.

My idea is to simply create a button "Save in draft" in e-mail tool to create an .eml format as output. This .eml can be read by outlook and thus, it creates a draft.

This also should be taken into account when dealing with drafts in alteryx server, so that any user can run the workflow and get the desired draft.

Thanks

[veronicasimoes]

Love this idea!

[Luke_C]

I think this idea covers it, needs more support: https://community.alteryx.com/t5/Alteryx-Designer-Ideas/Enhance-Email-tool-to-Allow-for-Creating-Dra...

[Samantha_Jayne]

Absolutely, great idea, perhaps comment on the other idea too linking to this one, so that we can see the customer stories across the platform and build up the functionality needed around the email tool.

Thank you for submitting your idea, its a great one.

[HomesickSurfer]

Hi @Joker_Hazard 

Great idea.  We have same need for such and have resorted to using alternate solutions.  I also think that the email tool would be better if allowing to send email with voting options, eg. Yes, No, Maybe

[Joker_Hazard]

@HomesickSurfer Hey Home! Thanks for the comment.

If I may ask, what are the alternate solutions you implemented? I'm looking for the same thing.

Thanks

[HomesickSurfer]

Hi @Joker_Hazard 

Our workaround is to create a MS Form, have Alteryx send the email with a link to the form.  Responses are collected and can be exported from Forms to Excel for further handling.  Colleagues have also utilized Power Automate.

[Jan_C_Ott]

I know it is not ideal but I created a macro to do this in like a day based off of this post: https://community.alteryx.com/t5/Alteryx-Designer-Desktop-Discussions/Creating-an-Outlook-Thunderbir....

I am not allowed to share the macro due to company policy, but after reading about MIME and brushing up on my HTML skills I had the macro set to insert a file or imbed a table. Happy hunting!