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Send PDF Reports to Multiple Emails in a Loop

<p>This workflow sends rental financial reports, in PDF format, to property owners via e-mail.</p><p>Initially, it is necessary to get the owner ids from the report file's name and combine them with the list of owners in order to get just the ones who actually have reports to be sent.</p><p>The e-mails are sent in a loop for each one of the owners.</p><p><em>Note: the data for names, IDs, addresses, real estate agency identification (logo), and values ​​have been changed to ensure the security and privacy of clients and administrators.</em></p>

Initial Preparation: Use owner's id, extracted from the report file's name, to get just the owner's e-mail address from the property data list. (Note: e-mails provided in this example are ficticious.)

Send e-mail in loop: E-mails are sent in a loop for each one of the property owners. There are four flow variables available:

  1. report-path: contains the path of the reports directory;

  2. owner_id: contains de identification of the property owner;

  3. owner: contains the name of the owner;

  4. email: contains the emails address of the owner.

Note: The Send Email node is not configured. If you want to test this workflow, configure it accordingly and change the e-mails in the property data list.

Access the directory that contains the reports.
List Files/Folders
Collects the e-mail addresses of the owners.
Excel Reader
Append owner'sname and e-mail
Joiner
Loop to send an e-mail by owner.
Table Row to Variable Loop Start
Configure e-mail
Send Email
Delete duplicate lines.
Duplicate Row Filter
Close the loopby owner
Variable Loop End
Convert the path to a string.
Path to String
Get theowner id
Expression

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