You can send a snapshot of a specific report view to your email. This feature allows you to save and forward query results in an email for later use. In Max, sending proposal reports is a follow-up action after a lookup. You can invoke it by clicking, "Send it to me" or via a conversational input, along with the recipient information. After you invoke the workflow, Max displays a confirmation as follows:
You can change the recipient details by clicking, "Change Details".
After you confirm, Max sends an email to the user with the proposal report and responds as:
Alright! I’ve sent the details to user@useremail.com
