Email a file attachment

Send a single email with a CSV or Excel attachment of your transformed data to up to 10 recipients, with merge tags for personalized subject and body.

The Email a file attachment step sends a single email with a CSV or Excel file attached to a fixed list of recipients. Use it for daily reports, weekly accruals, or one-off sends where the recipients are static and the data is the file. (For one email per row, use Send emails by row instead.)

Email a file attachment

The Email a file attachment step sends an email to a list of recipients with a custom message and an attached CSV or Excel file built from your flow’s data.

Setup

1. Connect your flow to Email a file attachment.

2. Pick an Email template:

   1. Parabola branded (default): sends a branded email.
   2. Plain text without branding: sends a simple plaintext email.
   3. Delivery details: regardless of template, emails send from [e-mail]. Use Reply-to to direct responses elsewhere.
3. Fill in the required fields:

   1. Email recipients: up to ten addresses.
   2. Email subject: the subject line.
   3. Email body: the message.
4. In Advanced settings, set Reply-to so responses go to the right inbox.

Use merge tags

You can insert dynamic values in Email recipients, Email subject, Email body, File name, and Reply-to by wrapping a column name in {}.

Example: {Name} inserts the value from the first row of the {Name} column on the first connected input.

• To strip merge-tag columns from the attached file, open Advanced settings and turn on Remove merge columns from output file.

Multiple inputs (Excel only)

If File format is set to Excel, the step accepts multiple inputs. Each input becomes its own tab in the generated file. Give every tab a unique name.

Security

Files sent through this step are stored in Amazon S3 so the data reloads when you next open the flow. All connections use SSL and are encrypted.

Limitations

• Maximum email size: 30 MB.
• Zero-row inputs cause no email to be sent.
• Up to 10 recipients per send.
• This step attaches the file directly to an outbound email. By contrast, Generate CSV file and Generate Excel file create a downloadable file and email a link to the flow owner. Files generated by those steps also land in the flow’s Run history.

Related steps

• Send emails by row — to send one email per row instead of one email total
• Generate CSV file — to make the file available in Run history with a download link
• Generate Excel file — for multi-tab Excel exports
• Send Slack message — when the recipients hang out in Slack rather than email
• Filter rows — to keep the attachment scoped to relevant rows