Batch Emails with Content in an Attachment

CommunityMember113621
CommunityMember113621
in Integrations and extensibility

Hi Community,

 

My team and I are looking for any ideas on meeting the following use-case:

 

A client would like to have as part of their Workforce Planning functionality, the ability to have Anaplan send out automated emails to individual employees detailing that employee's compensation details (yearly raise/salary/bonus info). However the client would like this information contained within an attached word doc or pdf rather than the email itself.

 

Thank you,

-Brendan

 

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Answers

  • ArunManickam
    ArunManickam

    Hello @CommunityMember113621 

     

    Please use the Docusign integration. Explore more details here.

     

    Thanks

    Arun

  • TracyJohnson
    TracyJohnson
    @CommunityMember113621 wrote:

    Hi Community,

     

    My team and I are looking for any ideas on meeting the following use-case:

     

    A client would like to have as part of their Workforce Planning functionality, the ability to have Anaplan send out automated emails to individual employees detailing that employee's compensation details (yearly raise/salary/bonus info). However the client would like this information contained within an attached word doc or pdf rather than the email itself.

     

    Thank you,

    -Brendan

     

    Well, you can now easily send a mass email or mail merge in Gmail with personalized attachment files.

  • tinathom
    tinathom

    @ArunManickam @CommunityMember113621 @TracyJohnson  how can we merge mail to our gmail ?

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