Export Excel sheet and email as attachment workflow
ycrespo
✭✭
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
-
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!
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