Export Excel sheet and email as attachment workflow

Hello,

Is it possible to create a workflow where it exports the data to excel and emails excel as an attachment to an email?

Answers

  • Michelle Choate 2
    Michelle Choate 2 ✭✭✭✭✭✭

    Yes. Go to the File menu, select "Send as Attachment", select whether you want PDF or Microsoft Excel, then choose to send just once, or on a schedule.

    Michelle Choate

    michelle.choate@outlook.com

    Always happy to walk through any project you need help with!