Hi,
As I’m the new user of make.com I would like to consult with more experienced users and to understand what is possible to do on that platform. I appreciate any advice or suggestion to my use case.
I will have 3 connections: To my private Gmail account, To my personal OneDrive, and Excel Online.
I would like to connect to my onedrive and read the list of recipients and then do a match and grab required .pdf file and send it to each recipient. What do you think is it possible and if yes, can you give me a hints how to test this?
Thanks in advance,
Peeter
Hey @Peeter_Tiidemann - Welcome to make! What you’re describing sounds possible, that said the part that is unclear to me is the mapping. Is there specific logic that can be applied to those underlying contacts to determine who get’s what PDF file or does there need to be some sort of lookup performed to determine which document they get?
Either way, it’d be a of:
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Getting the list of recipients as you called out using the onedrive connector
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Performing the match or lookup. This sounds like the tricky part in this workflow unless all the information needed resides in onedrive
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And then lately using your gmail to get that file from onedrive, attach it to the email, and send it to the proper contact.
If you can provide a little more information about HOW the files are being matched I should be able to give you a pretty high level overview of how this all could work!
Let me know if you have any questions.
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Hi,
Thank you for a quick response. I have the excel file with a table where Column A stands for number of apartment, Column B contains email address, column C is a subject that should be used by gmail and column D holds file name that is located on OneDrive. I need to send a pdf that is specified in column D to the recipient that is specified in column B with a subject that is written in column C. I added a screenshot of example.
Thanks in advance,
Peeter
