Email filtered reports

Send many filtered reports from a single file upload. The workflow finds all unique email address in the upload file, then filters a copy of the report to that person and send them a unique email. A master report is sent to the process owner.

Workflow steps in Catalytic

Upload Excel data


Filter the spreadsheet per unique owner


Send a custom report to each record owner


Send a confirmation email to the process owner



customer ops

finance ops

supply chain ops

data processing

document assembly

tasks forms

Created by: Catalytic

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