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Workflow Builder – Sending Emails

Use workflow builder to send out automatic emails according to different criteria. Emails can be sent on a recurring schedule or based on data conditions.

Configuring the Email​

You can configure the subject line, recipient list, and the body of the email. You can include more than one recipient by entering email addresses, separated by a comma.

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Tokens​

You can add tokens to the body of an email to include dynamic and detailed data for your users.

You can use data tokens in emails that were created in the Cost Intelligence dashboard or Workflows. In the dashboard, check the metric's name to search for the name/value pair in the token list.

Data and system tokens can be used in the subject line and the message body.

Attach a Dashboard Resource​

You can attach dashboards and charts to emails by clicking Insert / Attach. You can include a custom attachment, export entire dashboards, or export individual charts. Each email can be up to 10.5 MB.