How to attach Excel as attachment in Notification

[Dharaneetharan]

I have a requirement to send an email with an excel attachment containing the records based on a query in a custom table.

 Detailed Explanation:

1) Email should be triggered to Department head after 35 days when users in that department doesn't made response to tasks in custom table.

2)There are multiple departments and each department head to receive an email with attachment containing the users from their department.

Kindly advice if there is a way to achieve this.

[Shivalika]

Hello @Dharaneetharan 

Create a scheduled report on this table. 

In the "Department head" field you can pass "is dynamic" ME 

Then it will show the list of only those records where logged in user is the department head and same will be sent in mail. 

Kindly mark my answer as helpful and accept solution if it helped you in anyway. This will help me be recognized for the efforts and also move this questions from unsolved to solved bucket. 

Regards,

Shivalika 

My LinkedIn - https://www.linkedin.com/in/shivalika-gupta-540346194

My youtube - https://youtube.com/playlist?list=PLsHuNzTdkE5Cn4PyS7HdV0Vg8JsfdgQlA&si=0WynLcOwNeEISQCY

[Dharaneetharan]

Hi @Shivalika ,

it should be sent when the event is fired in flow and the notification should have the excel containing records grouped by user's department

[Shivalika]

Hello @Dharaneetharan  

Is this excel attached in any record ?, from the record where event is fired does that contain this excel already?

Kindly mark my answer as helpful and accept solution if it helped you in anyway. This will help me be recognized for the efforts and also move this questions from unsolved to solved bucket. 

Regards,

Shivalika 

My LinkedIn - https://www.linkedin.com/in/shivalika-gupta-540346194

My youtube - https://youtube.com/playlist?list=PLsHuNzTdkE5Cn4PyS7HdV0Vg8JsfdgQlA&si=0WynLcOwNeEISQCY

[Dharaneetharan]

We are creating a flow in which after 35 days event will be fired. When event is fired it should check the custom table and create an excel containing records of particular department for which no action is taken and send an email with that excel as attachment.