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Hello Community,

 

I do my first steps with Actions Flows and have a scenario where I get stuck.

 

Sending a single E-Mail with a PDF file is no problem, but how to handle this:

 

Creating PDF Reports from Analysis per Customer ID and sending the PDF to the E-Mail of the Customer ID.

 

How can I

  • Getting Customer IDs + E-Mail Addresses
  • Creating x PDFs. One per customer, filter on customer ID
  • Sending one E-Mail per customer with the correct attached PDF

 

Maybe anybody has a blueprint for this?

 

Thanks for help

Thomas

 

 

Hi Thomas,

 

Please find here our documentation regarding Sending PDF Report via Mail

https://docs.celonis.com/en/send-pdf-report-via-mail.html

 

If you have further questions, please open a Support ticket in Celopeers and we will assist you.

 

Best Regards,


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