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