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

1

Filter the spreadsheet per unique owner

2

Send a custom report to each record owner

3

Send a confirmation email to the process owner

4

Tagged:

customer ops

finance ops

supply chain ops

data processing

document assembly

tasks forms

Created by: Catalytic

Already a Catalytic user?

Find this installable workflow in the Catalytic platform's Showcase Templates to start configuring this process for yourself.