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Create Email Task

Use the Email task to send emails about the execution of your plans via email.

Prerequisites

Workspace admin needs to set up access to a Simple Mail Transfer Protocol (SMTP) email server in their Alteryx Analytics Cloud (AAC) workspace. For more information, go to Email Server.

Create Task

  1. Drag and drop the Email task from the left panel to the Plan canvas.

  2. In the right panel, fill the configuration fields.

    1. You can optionally select Test to send a test email.

    2. Confirm by selecting Send.

  3. The email is sent by running the workflow.

Field

Description

To

Recipients of the email.

You can select CC and BCC to add carbon copy and blind carbon copy recipients of the email.

The field is mandatory.

There must be at least one recipient.

Must be a valid email addresses.

Subject

Subject line for the email. You can type '$' to include the plan or task metadata. Go to Plan Metadata References for more information.

The field is mandatory. Limit is from 1 to 120 characters.

Message

The body of content for the email. You can type '$' to include the plan or task metadata. Go to Plan Metadata References for more information.

The field is mandatory. Limit is from 1 to 2000 characters.

Notice

The email is sent from the email address set up by admin in their Alteryx Analytics Cloud (AAC) workspace. For more information, go to Email Server.

Limitations

  • Attachments are currently not supported.