Hi everyone,
I have data that looks a bit like this:
Account name | Product ID | Number of products | Owner email |
| Uni A | PROD2 | 6 | jim@email.com |
| Uni A | PROD3 | 63 | jim@email.com |
| Uni B | PROD2 | 42 | stan@email.com |
| Uni C | PROD4 | 12 | roger@email.com |
| Uni C | PROD3 | 9 | roger@email.com |
What I need to do is have that list of product IDs and the number of products (in total there can be up to 10,000 product IDs per customer) emailed to the owner email that is dealing with that particular account.
Normally I would add 3 filters cutting out each of these Accounts and then add an table/email tool onto those but here's the catch - each month this list will be different and there could be just 3 accounts to email one month and 20 the next. So I need it to dynamically pull the records for each account and send just that data to the respective owner.
Would love to hear your ideas on how this could work!
TIA, Danny
