Using tableau dashboard actions it is possible to prepare an email, fully ready to send in two clicks. This is thanks to the mailto: links. These links are just URLS which open your default email application and starts sending an email. If you want just type mailto: in your browser and you will see it open your email!
Now there are multiple ways of using parameters to fill that email in different ways. The most basic is just having your email and the destination:
mailto: destination@123.com? &body=Dear ...,
&body= is just followed by the body and content of your email, this will be the last. The '?' means you are done with a parameter, this is useful when we add more parameters.
As mentioned you can add many other parameters such as cc, bcc, subject:
mailto: destination@123.com? &cc=manager@123.com? &bcc=managersboss@123.com? &subject=Important email &body=Dear ...,
Now how can we use this in tableau? The first step would be to get the URL as a calculated field:
Then we can create a worksheet action as 'go to URL'
Now when you select a mark on the sheet, it will open your beautiful new email!
This can be used in more HR based dashboard for example, let's say if the dashboard, you can use other fields or parameters to fit in the parameters of your mailto link such as an email field for you destination or a manager's email for the cc.