Email Data from View
I'm trying to create automation to send a weekly email to each team with their outstanding projects in excel or PDF format. Is this possible? I've created views for each team in hopes that I could then compile those items through automation to then send an email.
I was trying to use the "Get Items from View" to compile the list but cant seem to figure out how to make it attach to the "Send to Email option".
Any help is appreciated.
Thanks!
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Hey Scott - have a look at this article and reply back if there are still open questions on how to do this
https://workflow-automation.podio.com/help/action-send-an-email.php
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Hey Bill,
Thanks for the help. I currently have email automation in place. I'm wondering how can I turn a View in Podio into an excel sheet that I then email to my employee base? Currently right now I have the view going into an HTML data table which I've then posting in the email body. Since there is so much data i'm hoping to put this into excel. I know previously there was a way to create excel sheets in the automation and email it I just forgot how to or the ability to do so was taken out.
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You can build a flow that first uses a "Get Podio View" to get a collection of items, and then generates an Excel sheet with that data
https://workflow-automation.podio.com/help/build-excel-sheet.php
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Hey Bill,
Is there a reason why I wouldn't have the excel option? Also once I create the excel sheet how do I attach it to the email? Do I just select "Most Recent" for attachments? I've seen the excel option before its just not showing up on my flow. See attached picture. Thanks again for all the help!
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