In this session, we will cover Excel automation and Email automation. Today's Speakers: Mason Turvey - Technical Account Manager WonderBotz Jeffrey Silva - Director of Process Excellence UiPath MVP The self-paced lessons required for this session are: Excel Automation with the Modern Experience in Studio - 2 modules - 1h 45m - https:/academy.uipath.com/courses/excel-automation-with-the-modern-experience-in-studio Email Automation With Studio - 2 modules - 1h 45m - https:/academy.uipath.com/courses/email-automation-with-studio Project Organization in Studio - 2 modules - 2h - https:/academy.uipath.com/courses/project-organization-in-studio ⁉️ For any questions you may have, please use the dedicated Forum thread. You can tag the hosts and mentors directly and they will reply as soon as possible.

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UiPath (R) is a registered trademark in the United States and several countries across the globe. See TMEP 906. ©2024 UiPath. All rights reserved.

2. 2
Mason Turvey
RPA Operational Excellence
Technical Account Manager
WonderBotz
Jeffrey Silva
Sr RPA Developer (Certified)
Associate Project Manager |
UiPath MVP
Team slide – Session 5

3. Week 3
Session 5 –
● Email Automation – Jeffrey Silva
● Excel Automation – Mason Turvey

4. Email Automation

5. 5
Find by searching Uipath.Mail.Activities in
nuget package manager
Contains activities for Outlook, Gmail, O365
scopes and SMTP
Email Activities
Getting Started
Find under the desired service to connect to:
Gmail, Outlook, etc.
Integration Service

6. 6
Outlook Activities
● Requires
Uipath.Mail.Activities
● Outlook has to be installed
● Very reliable
● Activities cover all use
cases
● Single email only
● Windows and Windows
Legacy only
Gmail Activities and
O365 Scopes
● Requires UiPath.GSuite
scope for Gmail
● Requires
UiPath.MicrosoftOffice365.
Activities.Office365Applica
tionScope for O365
● Connect directly to API
services
● Usable when Integration
Service is not an option
(on-prem installation)
● Can sometimes
experience authentication
issues with providers
● Windows and Windows
Legacy only
SMTP, POP3, IMAP
● Requires
UiPath.Mail.Activities
● Usable only when your
company has a mail server
available
● SMTP least secure but
easiest to use, as it can
mimic any email account
to send from
● All of these are back end
integrations to mail
servers. Your IT teams
should be able to help you
configure them.
● Windows and Windows
Legacy only
Integration Service
● Preferred method for
connecting to email
● Connect directly to email
accounts and API
● Can use multiple accounts
and configure processes
for different accounts
● Work with Windows, Cross
Platform and Studio Web
Email Automation Flavors

7. DEMO TIME
Let’s setup Email Automation

8. Excel Automation

9. 9
Excel is used in almost every organization,
and manipulating excel is a constant task
by many individuals.
Excel Automation in Uipath makes these
automation possible in a low/no code
approach.
Uses of excel depends on your project and
can extend from a simple read to an excel
file or complete enhancement of an
existing report
Overview
Excel Automation

10. 10
Workbook vs App Integration
1
2
3
4
Doesn’t need Excel to be installed
Works only with .xlsx and .xls
Basic tasks only
Faster and can run on the
background
Need Excel installed
Works with all excel times and csv
Wide functionality of Excel
Can run on the background but
better runs on the foreground
1
2
3
4
Classic Workbook Activities Modern App Integration Activities

11. DEMO TIME
Let’s setup Excel Automation

12. 12
Session 5
Excel Automation with the Modern Experience in Studio - 2 modules - 1h 45m
https:/academy.uipath.com/courses/excel-automation-with-the-modern-experience-in-studio
Email Automation With Studio - 2 modules - 1h 45m
https:/academy.uipath.com/courses/email-automation-with-studio
Project Organization in Studio - 2 modules - 2h
https:/academy.uipath.com/courses/project-organization-in-studio
Self Study Assignments

13. Q&A