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Email Reports

Overview​

Saddle Data can send the output of a Flow as an email attachment. This is ideal for daily business reports, automated data delivery to partners, or providing data to non-technical team members.

Prerequisites​

To send email reports, you must first create either a SendGrid Integration or an SMTP2GO Integration. This allows Saddle Data to securely send emails on your behalf.

Configuration​

When creating an Email Report Connection, you will provide the following information:

  • To Email: The email address of the recipient.
  • From Email: The email address you want to send from (must be a verified sender in your provider account).
  • Subject: The subject line of the email.
  • Message Body: The text or HTML body of the email.
  • Attachment Format: Choose between CSV, Excel (.xlsx), or JSON Array.

Sync Modes​

When using Email Reports as a destination, a new email is sent for every sync run.

  • Full Refresh: Sends all records from the source in the attachment.
  • Incremental - Append: Sends only the new or modified records since the last sync.

In your Flow configuration, the Destination Table Name will be used as the base filename for the attachment (e.g., daily_orders.xlsx).

Excel Specifics​

If you select the Excel format, the Destination Table Name is also used as the name of the sheet within the workbook.

Best Practices​

  • File Size: Keep in mind that email providers often have attachment size limits (typically 10-25MB). For very large datasets, consider using the SFTP Connector or a Cloud Warehouse destination.
  • Security: Avoid sending sensitive PII (Personally Identifiable Information) via email reports, as email is not an encrypted storage medium. Use In-Flight Transformations to mask or hash sensitive fields before sending.

Declarative Configuration​

apiVersion: v1
kind: Connection
metadata:
  name: email-connection
spec:
  connectorId: email
  integrationId: sendgrid-integration-id
  configuration:
    capability: destination
    to_email: my-to-email
    from_email: my-from-email
    subject: my-subject
    message_body: my-message-body
    file_format: csv