Send Email
Infoveave Data Automation — Email
Generate the report. Attach it. Send it. All in one automated workflow step.
Every business has recurring email deliveries — daily KPI reports, weekly summaries, monthly invoice packs, exception alerts. Send Email brings email composition and delivery directly into the Infoveave workflow canvas, eliminating the manual step of exporting and sending. Configure it once: set recipients statically or pull them from a data column, attach files generated by earlier pipeline steps, personalize the subject and body with dynamic field values, and apply a consistent Infoveave template for every send. Supports any mail server via SMTP or OAuth — no separate email service required.
What Send Email does
Compose and send automated emails from your Infoveave workflow — with dynamic recipients, attachments, personalized data per recipient, and Infoveave template support. Works with any SMTP or OAuth-connected mail server.
When to use Send Email
- You need to deliver a report, alert, or data file to recipients at the end of a workflow run
- Your workflow generates per-recipient outputs — such as regional sales reports — that need to be emailed individually to each recipient
- You want to embed processed data as a formatted table inside the email body alongside an attachment
- You are sending bulk emails where the recipient address and relevant data both come from columns in your workflow data
When to avoid it
- You need to download or retrieve incoming emails — use Download Email, Gmail, or Outlook activities instead
- You need to move emails between folders — use Move Email
- You need to push a report on a schedule without wrapping it in a custom workflow — use Infoveave's built-in scheduled report delivery
Where it fits in your Infoveave automation
Send Email is one step inside a multi-step Infoveave workflow. Chain it with other activities — no code, no manual hand-offs.
Build this workflow visually in Infoveave Data Automation — drag, connect, and schedule with no infrastructure setup.
How teams use Send Email
Real scenarios where this transformation saves hours of manual work.
Regional Manager Monthly Sales Reports
A month-end workflow generates a sales summary per region using transformation activities, then uses Write to File to create an Excel attachment per region. Send Email receives the file list and a data table containing each manager's email and region. With Split By Column set to Region and Use Email Address From Data enabled, each manager receives their region's file and a matching data table in the email body — automatically, without manual intervention.
Low Stock Alert Emails
A daily inventory workflow identifies SKUs below the reorder threshold and queries the purchasing team's email from a configuration table. Send Email delivers the low-stock list as an attachment with the threshold breach data in the email body — triggering purchasing review without a manual export step.
Workflow Error Notification
A data pipeline includes Send Email at the error-handling branch. If any step fails or produces outlier results, the activity immediately sends an alert to the operations team with the failure detail and affected dataset, enabling same-day response.
See Send Email in action
Input data (left) is transformed using the configuration below. The output table (right) is ready for dashboards or downstream steps.
office365-smtptrueRecipientEmailMonthly Sales Report — {Region}Report_{Region}.xlsxRegiontruetrueInput Data
| RecipientEmail | Region | Revenue |
|---|---|---|
| [email protected] | East | 1200000 |
| [email protected] | West | 980000 |
Output Data
| Recipient | Subject | Status | MessageID |
|---|---|---|---|
| [email protected] | Monthly Sales Report — East | Sent | MSG-19838-AX |
| [email protected] | Monthly Sales Report — West | Sent | MSG-19839-AX |
Configuration
Key fields to configure in the Infoveave workflow builder. Full reference available in the documentation.
Connection
The registered mail server connection. Supports SMTP and OAuth-authenticated connections (Office 365, Gmail SMTP, and custom SMTP servers) configured in Infoveave Studio.
Use Email Address From Data
When enabled, recipient email addresses are read from a column in the incoming data rather than entered as a static list. Essential for bulk personalized sends where each row has a different recipient.
Split By Column
Column whose distinct values are used to group rows into separate emails — one per distinct value. Used together with Use Email Address From Data for per-recipient email delivery with per-recipient attachments.
Attachment Name
Name of the file to attach. Supports dynamic naming patterns using column values (e.g., Report_{Region}.xlsx). The file is produced by an earlier Write to File or Report generation step in the workflow.
Send Data In Email Body
When enabled, the input data rows are formatted as an HTML table and embedded directly in the email body in addition to or instead of an attachment.
Use Infoveave Template
When enabled, email layout and styling are applied from a pre-designed Infoveave email template for visual consistency across all automated emails.
Frequently asked questions
Everything you need to know about Send Email in Infoveave.
Also in Email — and what runs before & after
Transformations in the same family as Send Email, often chained together in the same Infoveave workflow.
Part of Infoveave Data Automation
80+ transformations. Zero manual steps.
Send Email is one of over 80 transformation activities available inside Infoveave workflows. Chain transformations together — no code, no exports, no waiting for IT.
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