Create and Send a Report
This workflow demonstrates how to prepare data to build a report and then send it via email. The aim is to automatically send an email containing information about today's female gold medalist. The email body will contain information about the athlete and a description of the sport, event, and location. This data will dynamically change depending on today's date, so the use case also shows how to apply flow variables. In addition, the email will contain a file attachment containing a list of all the female gold medalists whose birthday is equal to today's date (day and month).
In this example, we access an Excel file containing information about all female gold medalists of the 1920-2020 Summer Olympic Games. To get today's date, we use a Date&Time Range Creator node, which is configured to create one date cell using the execution date. We perform some data manipulation, extract the day and month from the dates (without year), and calculate the age of the athletes. We apply some more data cleaning (filter columns, type conversion, sort table) and append the final dataset to a new sheet in the existing Excel file. Lastly, we configure the Send Email node by adding the email text, attaching the file, and setting up the mailing options.
Note. The Send Email node requires personal configuration input.
For a detailed overview of each node in this workflow, refer to the workflow description in the Info panel.
💡 To view each node's configuration, select the node and see the configuration pane on the right side of the workflow editor.