Email Automation.pptx

This PPT gives you learning on E-mail Automation with UiPath.

1. Email Automation

2. What you'll learn in this session At the end of this session you will be able to: Install the dedicated email activities in UiPath Studio. Retrieve email messages based on the email client and server in use. Automate the interaction with emails by filtering and downloading attachments. Use the different 'Send Email' activities available. Use message templates to send emails.

3. Today, there are lots of ways to communicate. But when it comes to critical processes, email is still at the top of the list for most of the companies.  The UiPath Mail Activities Pack This activity package is designed to facilitate the automation of any mail-related tasks, covering various protocols, such as IMAP, POP3 or SMTP. UiPath also features activities that are specialized for working with Outlook and Exchange. IMAP: Internet Message Access Protocol, or IMAP, is a standard email retrieval (incoming) protocol. It stores email messages on a mail server and enables the recipient to view and manipulate them as though they were stored locally on their device(s). POP3: Post Office Protocol version 3 (POP3) works by establishing a connection between the email client and the mail server. The client sends a request to the server to retrieve email messages, and the server responds with a list of available messages. The client can then choose which messages to download and mark as read or unread. Once the client has finished retrieving messages, the connection is closed. Email Automation Overview

4. SMTP: Simple Mail Transfer Protocol is  a method to transfer mail from one user to another. SMTP is a push protocol and is used to send the mail whereas  POP or  IMAP is used to retrieve those emails at the receiver’s side. 

5. Before we can connec t to our specific email Ids using UiPath, we need to carry out some pre-requisites in order to make sure that UiPath has the required permissions to access our emails. Please follow the followin g steps to grant IMAP/POP3 access if you have a Gmail account: Open Gmail Go To “Settings” Navigate to “Forwarding and POP/IMAP’ Grant ‘Enable’ access to POP and IMAP Now go to “Manage Your Google Account” Navigate to “Security” IMAP, POP3 and SMTP Prerequisites

6. Search for “App Passwords” Select “Mail” and “Windows Computer” and click on Generate Once generated, you can use the password provided in you workflow

7. Using IMAP For Gmail: Servername : imap.gmail.com Port : 993 For Outlook: Servername : outlook.office365.com Port : 993 Using POP3 For Gmail: Servername : pop .gmail.com Port : 995 For Outlook: Servername : outlook.office365.com Port : 993

8. Using SMTP For Gmail: Servername : smtp .gmail.com Port : 587 For Outlook: Servername : outlook.office365.com Port : 587

9. There are two ways in which you can filter emails: Using Control Flows Using Filter Properties Filtering Emails

10. Emails can be sent using the following methods: Using SMTP Using Gmail Integration Using Outlook Integration Sending Emails

11. Quiz Time! menti.com Code : 221 4291

12. QnA

13. THANK YOU!