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RPA Summer School
Session 4:
Automate Outlook and Gmail
with Ease
2
Speaker
Senior Software Developer
@BASF
UiPath MVP
Speaker
Senior Consultant
@Machina Automation
UiPath MVP
Host
Regional Community Manager
EMEA
@UiPath
Nicolas Erlichman
Hanh Nguyen Cristina Vidu
Welcome to RPA Summer School!
Here is today’s team:
3
1. What is Email Automation?
2. Email Actions you can Automate
3. Using StudioX for Email Automation
4. Practice 1 – Outlook Automation Preview
5. Quiz 1
6. Practice 2a – Outlook Automation (Simple Digital Assistant)
7. Practice 2b – Gmail Automation (Simple Digital Assistant)
8. Quiz 2
9. Q&A
10.Roundup: What Next?
Today’s Agenda
4
Download the Exercise Pack for Gmail Automation
https://bit.ly/2X5dCRC
Resources
5
What is Email Automation?
Email automation refers to task automation
related to your email account. You can
automate minor tasks involving your email
account that have a predictable structure, or
those that are part of larger, more complex
automation projects.
6
Common
Email Actions you can Automate
You can send Email messages just as you would normally do with an
Outlook or Gmail application. Values such as email recipients, CC's,
message subjects, body text or attachments can all be specified and
customized.
You can automate Replying, Forwarding, Deleting or Marking Emails as
Read with the actions available to you under the Mail tab in the Activities
Panel.
7
Common
Email Actions you can Automate
Save Email Attachments action along with saving Gmail and Outlook Email
are two of the most powerful features allowing you to speed up saving the
information that you need!
We are certain you move emails around in their dedicated folders every
day, or once a week, or, surely, once a month! You can automate this task
by making use of the Move Email action that helps you stay organized.
8
Not-so-Common
Email Actions you can Automate
Using the For Each Email activity allows you to execute a particular action
on each email message found in an Outlook folder or Gmail label, for
example, downloading all the attachments from the Inbox folder that contain
a specific title or body text.
When creating an automation that involves sending emails from your
account, you have the option of either using text in the body of the email or
Use a Word Document.
9
Using StudioX for Email Automation
All the resources and actions that we need when creating
a project that involves mail automation are found under the
Activities panel under the Mail tab:
❑ Resources - 3
❑ Actions - 11
Using StudioX for Email Automation
11
Outlook Automation (preview)
Imagine an Accounts Payable department that receives hundreds of emails everyday, and
that such emails include invoices to be processed, and overdue accounts that need to be
addressed. We can save time by automating this process.
Goal: process all the unread emails in the Business-Invoices folder
● Download attachments from unread mails into a local folder named "Payable"
● Move emails having "overdue" as part of their Subject into a mail folder named "Priority"
● Respond to the priority emails with an apology about the unpaid account
Demo Practice #1
12
Simple Digital Assistant – Send Email Invitation
Create a bot which will edit a Word template with some information (Invitee First Name, Event
Date, and Event Time) and then send an email to the invitee. The email sent will use the
edited template as email body.
A. using Outlook
B. using Gmail
How To Begin...
● Unzip the Exercise Pack you downloaded
● Open the ‘Send_Email_Invitation’ folder
● Double-click on the Main.xaml file to open the project in StudioX
Demo Practice #2
13
Send Email Invitation (using Outlook and Gmail)
https://bit.ly/3yXpwuh
Exercise Solution Download
14
Q&A
15
Module Roundup
What’s Next?
● Continue with ‘Email Automation with StudioX’ on UiPath Academy
https://bit.ly/3lu9uoB or onwards with our Citizen Developer Foundation Course
https://bit.ly/2XjWvvD
● Make sure you check your inbox on Monday for our Program wrap-up email!! We
have an end quiz waiting for you and a diploma to go with it
● Give us FEEDBACK: https://forms.gle/ZqmdxNx8PWmfuqvi8
We’re truly thankful for all of you who took the RPA Summer School along with us.
We hope you learned new things, you had a bit of fun, and you look just a bit
brighter towards the RPA future! 😊 🚀
16
And from all of us at RPA Summer School…
HAPPY AUTOMATION!!!
Stay Close…
community@uipath.com
www.community.uipath.com

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RPA Summer School Session 4: Automate Outlook and Gmail with ease

  • 1. RPA Summer School Session 4: Automate Outlook and Gmail with Ease
  • 2. 2 Speaker Senior Software Developer @BASF UiPath MVP Speaker Senior Consultant @Machina Automation UiPath MVP Host Regional Community Manager EMEA @UiPath Nicolas Erlichman Hanh Nguyen Cristina Vidu Welcome to RPA Summer School! Here is today’s team:
  • 3. 3 1. What is Email Automation? 2. Email Actions you can Automate 3. Using StudioX for Email Automation 4. Practice 1 – Outlook Automation Preview 5. Quiz 1 6. Practice 2a – Outlook Automation (Simple Digital Assistant) 7. Practice 2b – Gmail Automation (Simple Digital Assistant) 8. Quiz 2 9. Q&A 10.Roundup: What Next? Today’s Agenda
  • 4. 4 Download the Exercise Pack for Gmail Automation https://bit.ly/2X5dCRC Resources
  • 5. 5 What is Email Automation? Email automation refers to task automation related to your email account. You can automate minor tasks involving your email account that have a predictable structure, or those that are part of larger, more complex automation projects.
  • 6. 6 Common Email Actions you can Automate You can send Email messages just as you would normally do with an Outlook or Gmail application. Values such as email recipients, CC's, message subjects, body text or attachments can all be specified and customized. You can automate Replying, Forwarding, Deleting or Marking Emails as Read with the actions available to you under the Mail tab in the Activities Panel.
  • 7. 7 Common Email Actions you can Automate Save Email Attachments action along with saving Gmail and Outlook Email are two of the most powerful features allowing you to speed up saving the information that you need! We are certain you move emails around in their dedicated folders every day, or once a week, or, surely, once a month! You can automate this task by making use of the Move Email action that helps you stay organized.
  • 8. 8 Not-so-Common Email Actions you can Automate Using the For Each Email activity allows you to execute a particular action on each email message found in an Outlook folder or Gmail label, for example, downloading all the attachments from the Inbox folder that contain a specific title or body text. When creating an automation that involves sending emails from your account, you have the option of either using text in the body of the email or Use a Word Document.
  • 9. 9 Using StudioX for Email Automation All the resources and actions that we need when creating a project that involves mail automation are found under the Activities panel under the Mail tab: ❑ Resources - 3 ❑ Actions - 11
  • 10. Using StudioX for Email Automation
  • 11. 11 Outlook Automation (preview) Imagine an Accounts Payable department that receives hundreds of emails everyday, and that such emails include invoices to be processed, and overdue accounts that need to be addressed. We can save time by automating this process. Goal: process all the unread emails in the Business-Invoices folder ● Download attachments from unread mails into a local folder named "Payable" ● Move emails having "overdue" as part of their Subject into a mail folder named "Priority" ● Respond to the priority emails with an apology about the unpaid account Demo Practice #1
  • 12. 12 Simple Digital Assistant – Send Email Invitation Create a bot which will edit a Word template with some information (Invitee First Name, Event Date, and Event Time) and then send an email to the invitee. The email sent will use the edited template as email body. A. using Outlook B. using Gmail How To Begin... ● Unzip the Exercise Pack you downloaded ● Open the ‘Send_Email_Invitation’ folder ● Double-click on the Main.xaml file to open the project in StudioX Demo Practice #2
  • 13. 13 Send Email Invitation (using Outlook and Gmail) https://bit.ly/3yXpwuh Exercise Solution Download
  • 15. 15 Module Roundup What’s Next? ● Continue with ‘Email Automation with StudioX’ on UiPath Academy https://bit.ly/3lu9uoB or onwards with our Citizen Developer Foundation Course https://bit.ly/2XjWvvD ● Make sure you check your inbox on Monday for our Program wrap-up email!! We have an end quiz waiting for you and a diploma to go with it ● Give us FEEDBACK: https://forms.gle/ZqmdxNx8PWmfuqvi8 We’re truly thankful for all of you who took the RPA Summer School along with us. We hope you learned new things, you had a bit of fun, and you look just a bit brighter towards the RPA future! 😊 🚀
  • 16. 16 And from all of us at RPA Summer School… HAPPY AUTOMATION!!! Stay Close… community@uipath.com www.community.uipath.com