Excel data in attachment email

Questions & Answers
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1

Hi fellow automators :robot:

I’m not sure how to approach a workflow and if it’s possible to do it they way I’m envisioning. Maybe someone in the community have a similar process.

My goal is to send Excel data in an email as an attachment file.

I have an Excel Workbook that contains a lot of data - and I want to send a subset of this data to different people. In other words, I will have to “Retrieve Data” for “Contact 1” and “Retrieve Data” for Contact 2. Send 2 separate emails with their respective subset of data.

Hope the task / instructions make sense.

Screenshot 2023-09-28 at 13.59.12
Screenshot 2023-09-28 at 13.59.121297×384 29.9 KB

The concept will be something like this.

However, I realized that to send an attachment file through an email provider - the data type should be sent as binary data right?

Am on the right track with my assumption?
Would you recommend to transform that info with CSV instead?

2

Yes you can create a csv file then upload that csv into a email as attachment , if not you can upload file to drive and then add as attachment it will map automatically .
You can easily subset them as well by router

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