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Action Flow - Sending an MS Outlook CSV file automatically to each customer and their varied list of contact email_addresses

  • February 1, 2025
  • 2 replies
  • 85 views

david.stefa13
Level 4
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As part of the MS Outlook email recipient ‘To list’, the number of email recipients varies by customer and can vary from 1 contact to up to 9 contacts. For those familiar with the term ‘Rolodex’, (customers/contact_names/email_address), I want to automatically sequence through the ‘Rolodex table’ and send one email to each identified customer (based on a flag that is set) and TO: each respective contact for that customer (1 to 9 contacts_email_addresses). 

What is the best way to address the ‘dynamic list’ of email contacts per customer that need to get set up in the MS Outlook module?

I have seen the example in the community of using the Group function in the CSV module, but that example was specific to 1 role (1 recipient in the MS Outlook 365) vs a varied list of contact_email_addresses, depending on the customer.

2 replies

shun.long.hong
Celonaut
  • Celonaut
  • 8 replies
  • March 24, 2025

Hi David, 

 

have you tried to create the recipient list (using the get rows or query data Celonis module) as a string and then mapping this input to the Outlook module? 


david.stefa13
Level 4
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  • Author
  • Level 4
  • 8 replies
  • March 28, 2025

Hi Shun,

I do retrieve each individual recipient’s email address using the Query Data Module and have them mapped into the Outlook module for use. Therefore, I have all of the email recipients for any given customer.

I may be missing something, but it appears to me that you have to create an individual email item for each email recipient you want inserted into the Outlook module. If this is true, you have to determine before hand if you are sending the Outlook email to one person or 4 people.

Customer 1 may have 1 email address recipient while Customer 2 may have 4 email recipients. Is there a way to get the same Outlook module to process an email for 1 recipient and then process an email for 4 recipients. Note that every Outlook email item has to have a value so you can’t have the Outlook module with 4 email address recipient Slots and only populate 1 email address. I have not been successful trying to use one contiguous string as an email group, e.g., email_address1; email_address2; email_address3. The Outlook module only lets me insert one email address for an email recipient.

Also, regarding this, is there a Best Practice/Best Way to Loop through the Customer List, gather the specific Customer’s respective email recipients, use Outlook to email the data and then Loop back to process the next Customer and their respective email recipient list and send the next Outlook email?

Thanks,

David