Mail Tool 2.0

Automated Tableau Data Delivery – Now Even Better

  • M2 Solutions
  • Tableau

Sending structured and personalized data from Tableau via email is essential for many organizations – yet it often remains a manual and error-prone process. Our Mail Tool has tackled this challenge for years through automation, helping businesses streamline their data communication. But as the data landscape evolves, so do the demands placed on the tools that support it. That’s why we’ve built Mail Tool 2.0 – a completely reimagined version: modern, faster, and fully ready for Tableau Cloud. It’s designed to take your data-driven communication to the next level.

Article by Simon Klimke, Lead Data Developer at M2

 

What Can the Mail Tool Do?
 

Manually distributing data from Tableau is often time-consuming and error-prone. Our Mail Tool automates this process—delivering dashboards, reports, and data in a targeted, personalized, and secure way to any recipient.

Key Features:

  • Attachments in PDF, Excel, CSV, or image format

  • Email creation with a WYSIWYG editor

  • Personalization via placeholders (e.g., ?firstname)

  • Recipient-specific data filtering

  • Scheduled or manual distribution

  • Support for Tableau Server

  • Role-based access control for data protection and compliance

 

What’s New in Mail Tool 2.0
 

Mail Tool 2.0 has been completely rebuilt with longevity, scalability, and integration in mind. It’s a modern foundation designed to meet the evolving demands of data-driven organizations—fast, flexible, and ready for the future.

Ready for Tableau Cloud

With Connected Apps, Tableau Cloud can now be securely integrated—ideal for organizations already making the move to the cloud.

Standards-Based Deployment

The tool is containerized and runs on Docker—enabling seamless integration into existing infrastructure and ensuring clear operational ownership.

Granular Permissions Model

A fine-grained role and access control system ensures security and traceability—especially important in multi-team or multi-client environments.

Improved Monitoring and Analysis

A redesigned dashboard and more detailed job metrics provide a quick overview and deeper error insights at a glance.

Cutting-Edge Technology Under the Hood

The backend is powered by a high-performance Rust stack, built on a modular and maintainable architecture.

The Proven Standard – Now More Powerful and User-Friendly

Whether it’s daily personalized sales dashboards or compliant monthly reports for financial services, Mail Tool 2.0 proves its value across a wide range of use cases—from high-volume distributions to executive-level KPI reporting.

Built on Modern Technology and Best Practices

By combining modern technologies with established best practices, Mail Tool 2.0 retains its proven core functionality while providing a solid foundation for project-based solutions tailored precisely to your organization’s needs.

 

Mail Tool 2.0 for Existing Customers
 

Already using our Mail Tool? Version 2.0 is now available. You’ll find the familiar feature set—now running on a completely modernized technology stack. We're happy to provide you with a test environment upon request. If you decide to upgrade, migration of your existing data to the new Mail Tool is available on request.

 

For New Projects
 

Mail Tool 2.0 is a robust, maintainable, and high-performance component for automated reporting and modern BI structures. We integrate it seamlessly into your system landscape—with clearly defined interfaces, a transparent setup process, and a skilled team that ensures smooth integration aligned with your IT architecture.

 

Interested?
Get in touch for a personalized demo or test access. We’ll work with you to find the ideal solution for your specific requirements.

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