Document understand

[Shah_Rukh]

Heyy people!! I’m working with document understanding so for now I just extracted the data from a document through the studio web is there any way through which i could send the same data to someone’s mail id thro the same bot if so how
Thank you!

[prashant1603765 (Prashant Kumar)]

Hi @Shah_Rukh

Try this step:

1. Extract Data: Ensure you have already extracted the necessary data from the document using the Document Understanding activities in UiPath Studio Web.

2. Add Send Email Activity: Drag and drop the Send SMTP Mail Message or Send Outlook Mail Message activity into your workflow.

3. Configure Email Settings:

   • For Send SMTP Mail Message:

     • Set the To field with the recipient’s email address.
     • Fill in the Subject field with an appropriate subject line.
     • In the Body field, include the extracted data. You can format it as needed, such as plain text or HTML.
     • Provide the SMTP server details and authentication credentials if required.

   • For Send Outlook Mail Message:

     • Similarly, set the To, Subject, and Body fields.
     • This method will use your Outlook account to send the email directly.

4. Run the Workflow: After configuring the email activity, run your workflow to send the email containing the extracted data.

[ashokkarale]

@Shah_Rukh,

If you have Office 365 integration available, use Office 365 package activity Send Mail

Activities - Send Mail

[Anon_Robot]

Hi @Shah_Rukh

You can send the extracted data from Document Understanding via email within your UiPath Studio Web workflow.

Steps:

1. Extract Data:

• This step is already done using Document Understanding. Store the extracted data in variables (e.g., extractedData).

2. Compose Email Body:

• Use the “Create String” activity to format the extracted data into a readable email body. You can include headers, labels, and the actual extracted values.
• Example: "Extracted Data:\n\n" + "Invoice Number: " + extractedData("InvoiceNumber").ToString + "\n" + "Total Amount: " + extractedData("TotalAmount").ToString

3. Send Email:

• Use the “Send Outlook Email” activity (if you’re using Outlook) or the “Send SMTP Mail Message” activity (for other email providers).

• Configure the activity with:

  • Recipient’s email address.
  • Subject line (e.g., “Document Understanding Extracted Data”).
  • Body (the string you created in step 2).

• For more information regarding email activities, you can refer to the official documentation.

  • Send Outlook Mail Message Doc: https://docs.uipath.com/activities/docs/send-outlook-mail-message
  • Send SMTP Mail Message Doc: https://docs.uipath.com/activities/docs/send-smtp-mail-message

I hope this helps! Happy automating!