Send the output of your analysis to one or more recipients using the Email Agent. You can send the results in the email body or include the output as an attachment.
This guide walks you through configuring an Email Agent from scratch.
Before you begin
Before you start, make sure you:
Have access to a Savant workspace.
Create or open an analysis.
Have a dataset available. You can upload a new dataset or use an existing Source Agent.
(Optional) Add one or more Rules Agents, such as Filter, Adapter, or Transform, if you want to process the data before sending it.
Setup the Email Agent
Step 1. Add a source dataset
Start by adding the dataset that you want to send by email.
Open your analysis.
Click Source Agents.
Choose one of the following options:
Source Agent to use an existing dataset.
New Dataset to connect to a supported data source.
Upload to import a CSV or Excel file.
Complete the configuration.
The Source Agent is ready to provide data to the Email Agent.
Step 2. Process the data (Optional)
If you need to prepare the data before sending it, add one or more Rules Agents.
For example, you can use a:
Filter Agent
Adapter Agent
Transform Agent
Infer Agent
Format Agent
Dedupe Agent
Connect the Source Agent to the Rules Agent and configure it for your workflow.
The workflow prepares the data before sending it to the Email Agent.
Step 3. Add the Email Agent
Add the Email Agent to your workflow.
Click Destination Agents.
Select Email.
Connect the previous step in your workflow to the Email Agent.
The previous step can be a Source Agent or any Rules Agent.
The Email Agent is connected and ready to configure.
Step 4. Configure the Email Agent
Configure the Email Agent to define who receives the email and what it contains.
Under Email To, choose how you want to send the email:
Specific list of recipients to send the email to one or more fixed email addresses.
Dynamic list based on a field to send the email to the address stored in a field, such as user_email.
Enter the Sender Name.
Enter the Reply To email address.
Enter the Subject.
(Optional) Enter a message in the Message editor.
(Optional) Turn on Include Data as Attachment if you want to include the workflow output as an attachment.
If you include an attachment:
Select the Attachment Type.
Enter an Attachment Name, or generate it dynamically from a field.
Choose what should happen if the workflow returns no data.
Click Apply.
The Email Agent is configured and ready to send emails.
Step 5. Test the workflow
Before publishing your workflow, validate the results.
Click Test.
Wait for the workflow to complete and review the output preview.
Verify that:
The correct records are included.
Email recipients are correct.
The attachment contains the expected data.
The email message appears as expected.
The workflow runs successfully and produces the expected output.
Step 6. Run the workflow
When you're satisfied with the test results, publish the workflow.
From the Test dropdown menu, choose one of the following options:
Run: Retrieves fresh data from the source and executes the entire workflow before sending the results. Use this option for normal production runs.
Run from Test: Publishes the results generated during the most recent test without retrieving the source data again. Use this option when you're confident that the test results are correct and don't want to reprocess the data.
The Email Agent sends the analysis results to the configured recipients.
Troubleshooting
If the Email Agent doesn't run successfully:
Verify that Email To is configured.
Confirm that the Subject field is not empty.
If attachments are enabled, make sure the Attachment Name is provided.
Verify that dynamic recipient fields contain valid email addresses.
Run Test to validate the configuration before publishing.
Next steps
Now that you've configured the Email Agent, you can continue building your workflow.
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