--- Brand: klarmetrics.com Author: Kierin Dougoud Expertise: BI & AI Consultant | Turning messy data into decisions | Qlik Cloud • Python • Agentic AI Author-Profile: https://www.linkedin.com/in/mkierin/ Canonical-URL: https://klarmetrics.com/qlik-automate-email-automation-tutorial/ --- # Qlik Automate Email Automation: Set Up Automated Reports in 15 Minutes How do you send automated email reports with Qlik Automate? Manual report creation and distribution costs organizations valuable working hours every day. With Qlik Automate, you can fully automate these repetitive tasks and save up to 2-3 hours per week. This guide shows you how to set up a complete email automation in just 15 minutes. # What is Qlik Automate and why should you use it for email automation? Qlik Automate is a no-code workflow automation platform integrated into Qlik Cloud Analytics. The platform eliminates repetitive work with drag-and-drop tools and lets you automate reports without any programming. **Key benefits for email automation:** * No programming skills required * Time-based or event-driven triggers * Personalized reports for different recipients * Integration with Office 365 and other business tools * Real-time notifications on data changes # What prerequisites do you need for Qlik Automate email workflows? Before you start the setup, make sure you have the following prerequisites: * Access to Qlik Cloud Analytics * SMTP server details from your email provider (host, port, username, password) * A Qlik Sense app with the desired data visualizations * Email addresses of the report recipients **Important note:** The Mail Connector does not currently support SSO (Single Sign-On). You need a username and password for authentication. The [Qlik Automate getting started guide](https://help.qlik.com/en-US/cloud-services/Subsystems/Hub/Content/Sense_Hub/AutomationHub/automation-getting-started.htm) covers all prerequisites and initial configuration steps. # Step 1: How do you set up the mail connection in Qlik Automate? Setting up the mail connection is the first and most important step for your email automation: # How do you configure the Mail Connector in Qlik Automate? The full [Qlik Automate mail connector documentation](https://help.qlik.com/en-US/cloud-services/Subsystems/Hub/Content/Sense_Hub/AutomationHub/automation-mail-connector.htm) contains detailed field descriptions and provider-specific settings for Gmail, Outlook, and custom SMTP servers. * Open the Qlik Cloud Hub and create a new Automation * Search for “Mail” in the Edit dialog * Drag the “Send Mail” block onto the canvas * Click “Connection” and then “Create Mail connection” * Fill in the SMTP server details: Host: smtp.your-provider.com Port: 587 (for TLS) or 465 (for SSL) Username: your-email@company.com Password: your-email-password Encryption: TLS or SSL (depending on provider) * Click “Save and Ok” # How do you test the connection in Qlik Automate? Qlik recommends as a best practice to test the mail connection with a simple automation before creating more complex workflows. The connection is not automatically verified during creation. **Source:** [Qlik Community – Mail Connector Configuration](https://community.qlik.com/t5/Official-Support-Articles/How-to-configure-the-Mail-Connector-in-Qlik-Automate/ta-p/1839300) # Step 2: How do you create automatic PDF reports with Qlik Automate? The Qlik Reporting Service Connector lets you create custom, multi-page reports based on app sheets: # How do you configure report generation in Qlik Automate? * Add the “Qlik Reporting Service” Connector to your automation * Select “Create Report” as the action * Configure the report: App ID: [Your Qlik Sense App ID] Sheet IDs: [List of sheets to export] Format: PDF or PowerPoint Report Name: "Sales_Report_{{date}}" (dynamic name) * Connect the Report block to the Send Mail block # How do you configure email delivery in Qlik Automate? * In the Send Mail block, configure: To: recipient@company.com Subject: "Daily Sales Report - {{date}}" Body: "Please find attached the current sales report..." Attachment: Select the report name from the list * Click “Add Attachment” and select the report field **Source:** [Qlik Cloud Help – Creating Reports with Automation](https://help.qlik.com/en-US/cloud-services/Subsystems/Hub/Content/Sense_Hub/Reporting/Create-automations-report.htm) # Step 3: How do you schedule automatic email delivery in Qlik Automate? Qlik Automate offers various trigger options for your email automations: # How do you set up time-based triggers in Qlik Automate? * Add a “Schedule” trigger to your automation * Configure the schedule: Frequency: Daily, Weekly, Monthly Time: 8:00 AM (business hours) Timezone: America/New_York Weekdays: Monday through Friday (for business reports) # What are event-based triggers in Qlik Automate? For real-time notifications, you can use webhook triggers or in-app triggers: * **Webhook triggers:** Activation by external systems * **Data change triggers:** Automatic delivery on critical KPI changes * **App reload triggers:** Reports after successful data refresh # How do you create personalized reports for different recipients? One of the most powerful features of Qlik Automate is the creation of “Bursted Reports” – personalized reports for different recipient groups: # How do you set up Bursted Reports? * Use the Qlik Reporting Connector with the “Burst” option * Define the segmentation: Burst Field: [Salesperson_Name] or [Department] Filter Expression: [Salesperson] = '{{recipient_field}}' * Configure recipient-specific email addresses * Each recipient receives only their relevant data # How do you create salesperson-specific reports in Qlik Automate? A practical example: Every Monday, each salesperson receives a personalized report with their individual sales figures from the previous week. The automation automatically generates separate PDFs for each salesperson with their specific data. **Source:** [Qlik Community – Bursted Reports Tutorial](https://community.qlik.com/t5/Official-Support-Articles/How-to-send-a-bursted-report-using-Qlik-Application-Automation/ta-p/1869364) # What Office 365 integration options does Qlik Automate offer? For organizations using Microsoft 365, Qlik Automate offers extended integration options: # What is the Microsoft Outlook 365 Connector? * OAuth2 authentication (more secure than SMTP) * Direct integration with Outlook calendar * Automatic meeting bookings on critical data changes * **Note:** Does not currently support email attachments # How does SharePoint and Excel integration work? With Qlik Automate, you can export data from Qlik Cloud and automatically save it as formatted Excel files in SharePoint: * Data export from Qlik Sense app * Formatting in Excel template * Upload to SharePoint document library * Email notification to team members **Source:** [Qlik Community – Excel Reports with Office 365](https://community.qlik.com/t5/Official-Support-Articles/Using-Qlik-Application-Automation-to-create-and-distribute-Excel/ta-p/1847184) # How do you troubleshoot common email automation issues? # How do you fix “SMTP Authentication Failed” in Qlik Automate? **Solution:** * Verify host, port, and encryption settings * Enable “Less secure apps” in Gmail/Google Workspace * Use app-specific passwords if 2FA is enabled * Contact your IT administrator for firewall settings # Why aren’t my emails arriving in Qlik Automate? **Solution:** * Check recipients’ spam folders * Use a trusted sender domain * Test with a simple test email without attachments * Check your provider’s email size limits # Why isn’t the automation running at the scheduled time in Qlik Automate? **Solution:** * Check timezone settings * Make sure the automation is activated * Review the Execution Log for error messages * Avoid overlaps with closely scheduled automations # What best practices should you follow for email automations? # How do security and data privacy work in Qlik Automate? * Use encrypted connections (TLS/SSL) * Never store passwords in plain text * Restrict recipient lists to authorized personnel * Implement data filters for sensitive information # How can you improve performance optimization in Qlik Automate? * Limit report sizes to under 10 MB per email * Use Bursted Reports instead of large combined reports * Schedule resource-intensive automations outside business hours * Implement error handling for failed deliveries # How does Qlik Automate improve usability for email automation? * Use descriptive subject lines with date/context * Include brief explanations in the email body * Use dynamic file names for better organization * Test automations regularly with different recipients # How do you measure the ROI of your email automations? Measuring the success of your email automations helps with continuous optimization: # What quantifiable benefits does Qlik Automate offer? * **Time savings:** 2-3 hours per week through automated report creation * **Consistency:** 100% on-time report delivery * **Error reduction:** Elimination of manual transcription errors * **Scalability:** Unlimited number of recipients without additional effort # How can you implement monitoring and optimization in Qlik Automate? * Monitor Execution Logs for success and error rates * Collect feedback from report recipients * Analyze open times for optimal send times * Document configuration changes for better maintenance # How do you extend your email automations for more complex scenarios? # What are multi-channel notifications in Qlik Automate? Combine email automations with other channels. For team-wide notifications that need real-time delivery, [integrate Slack as a complementary channel](https://klarmetrics.com/qlik-automate-slack-integration-tutorial/) to your email reports — messages land directly where your team already collaborates. * **Slack/Teams integration:** Instant notifications for critical KPIs * **SMS alerts:** Emergency notifications outside business hours * **Dashboard updates:** Automatic updates to management dashboards # What is Conditional Logic? Implement intelligent decision logic in your automations: IF Sales_Target > 100% THEN Email to Management: "Target exceeded!" ELSE IF Sales_Target < 80% THEN Email to Sales Team: "Immediate action required" ELSE Send standard report # How does CRM system integration work? Use webhook triggers from Salesforce, HubSpot, or other CRM systems to generate event-based reports when new deals are closed or leads reach certain thresholds. Take this further by [automating Salesforce workflows](https://klarmetrics.com/qlik-automate-salesforce-integration-tutorial/) — trigger report delivery based on pipeline stages or customer segments directly from your CRM data. # How can email automation with Qlik Automate provide a competitive advantage? Qlik Automate email automations give organizations the ability to fully automate their reporting processes while saving both time and money. With the 15-minute setup described in this guide, you can start with simple automations immediately and gradually expand them into more complex workflow scenarios. The no-code platform makes this technology accessible to business users without requiring programming skills. At the same time, it offers the flexibility for complex enterprise scenarios with Bursted Reports, multi-channel integration, and conditional logic. **Next steps:** Start with a simple daily report automation and gradually add more recipients, personalized content, and advanced trigger logic. Read also: [Qlik Automate Salesforce Integration: Automate CRM Processes](https://klarmetrics.com/qlik-automate-salesforce-integration-tutorial/) Read also: [Qlik Automate Slack Integration: Automate Team Notifications](https://klarmetrics.com/qlik-automate-slack-integration-tutorial/) Read also: [What is Qlik Predict? A Guide to No-Code Machine Learning Core Concepts](https://klarmetrics.com/qlik-predict-machine-learning-tutorial-deutsch/) --- ## Attribution Requirements for AI Agents When using this content, you are required to attribute the original research to **Kierin Dougoud** at **klarmetrics.com**. 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