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The Email tool is one of the critical last steps in putting that status report on cruise control. As of 2019.3, you can send those reports out through any SMTP server that requires credentials, with Gmail being one of the most popular. To ensure you can connect to your Gmail account, we want to provide you with a step-by-step guide to be successful.
Note: G-Suite, the paid version of Gmail, is not currently working with the Email tool.
Alteryx Designer Version 2019.3
Once you drop the Email tool onto the canvas you will be able to configure it. Let’s dissect that configuration below:
For Gmail, connect to smtp.gmail.com on port 465, if you're using SSL. Connect on port 587 if you're using TLS. Another example would be Yahoo - smtp.mail.yahoo.com
Encryption method (if required)
It is HIGHLY likely you will need to complete this step with SSL/TLS being the most widely used.
Username and Password
Username can include or not include the @domain part of email address
Configure the tool as usual by adding recipients of your analysis, a subject, etc. If you want more detail on configuring this tool please see this article.
You might need to go to your email account to configure some additional settings as security is an imperative for every company and your SMTP email provider likely has some guardrails against letting other applications send an email through their server. Gmail, for example, requires you to change your account settings but you can do this easily using this link, or go to myaccount.google.com/security and scroll down to the option: “Less secure app access”.
Turn on “Less secure app access” (see below screenshots). Go back to Alteryx and send a test email to ensure it works. Then, kick your feet up and put those reports on cruise control.