Easymorph report + atach email

[edudwhgonzo]

Hy guys , do you have an example on how to use easymorph to create a PDF report base on table and chart , and then atacht into an email. I want to automatize a simple report but I dont know how to combine the final steps.

Regards

[dgudkov]

You can generate PDFs from an Excel template and then send them using the "Send email" action. Check out the links below:

PDF reporting process with EasyMorph

Putting together a complete no-code workflow that reads in data (transforms it, or not) and produces PDF reports is pretty easy and straightforward with some of EasyMorph’s more current actions and settings. With the addition of the Excel Command action, its “Recalculate workbook” and “Save as PDF” commands in v5.1.2, and the introduction of writing out to native Excel tables in the “Export to Excel file” action (also in v5.1.2), all the pieces are now in play to create this type of end-to-end …

https://help.easymorph.com/doku.php?id=transformations:sendemail

[CraigT]

Hi, edudwhgonzo.

Feel free to reach out if you need some one-on-one help to get this working for you.

Happy to help!

Craig

[edudwhgonzo]

Thanks Craig that sounds great , I know how to make many of the previos step but Im having problems with final step.
How can I contact you ?
Regards

[CraigT]

I DM’d you.