Automation to send an Excel file

Bernadette M

Today, there is no option to set up an automation to send an excel file to selected users. It can be very useful be to export or share data to other users by having the convenience of having something to do it for you automatically. We do run a BOT project and having that option is critical for us to successfully complete such process.

Really appreciate you looking into this as a potential new feature.

Already explored daily reports (this would be a delay and we need immediate action) and generate document solution but that doesn't allow xls an an output.

Thank you,

Bernadette