Email Sender Dynamic Setup

Hi Everyone,

We have received a request from the client regarding email notifications generated by the bot.

The client would like to know:

  1. Is it possible to change the sender’s name in the received email to a custom name (e.g., “HR Robot”)?
  2. If yes, can this sender name be customized for each process individually, or will it remain consistent at the bot user account level across all processes?

If anyone has worked on this similar scenario, please let me know.

Note: We use Microsoft O365 activities for sending emails.

Hi @Mohammed_Shabaz

Sender Name cannot be changed
You need to create the Bot account with the name you want.

Hope it helps
Thanks

If it was possible I would have sent mail to your customer with my display name as “Your Name” :grin:
Isn’t that a security risk if anyone can customize the display name?

Hi @Mohammed_Shabaz

No, it cannot be customized per process using O365 activities.

Regards
Gokul

What is the actual requirement. Masking email id’s of source ?

Hi @Mohammed_Shabaz

With O365 activities, the sender name comes from the mailbox/display name of the account used to send the email. You can change it in Microsoft 365 (Display Name), for example to “HR Robot”.

However, this is set at the mailbox/user level, not per process. So all processes using the same bot account will show the same sender name. If you need different names per process, you’d need separate mailboxes/accounts for each process.

They want to change the Sender’s name for each process.

For example : If Bot is sending mails for a HR process, the sender’s name has to be “HR Bot” instead of the actual Robot name.

I believe the name is set at the Microsoft account level, and based on the email, the name set at the backend is pulled and displayed to the other user.

Client IT/O365 admin can create mail aliases with display names per process - all pointing to the same mailbox account.

Another option lets say for HR team, if they have a shared mailbox, then the RPA bot can send email on behalf of that mailbox, and the display shows the shared mailbox name but not for each processes names

2 Likes

Thanks for all the suggestions, will see what we can do after checking with IT

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