Emailing Excel Pivot Table Result Week Over Week in Email and Referencing/Adding Previous Week's Result For The Current Week

[nirmit.kansagra]

Hi Everyone,

Every week, I send an email to ops team notifying them credentialing $ amt we are holding in our workqueues. This is done by creating excel pivot table and then saving that result in and including it in the email (See the example email UiPath Robot sends out). What I am looking to do is have UiPath find the email from last week, get the credentialing hold $ amt and then include that when we send the result out this week. Is there anyway to do this? The email is sent from the UiPath Robot not from my personal email.

This Week’s Provider Credentialing Hold : $2,109,175.26

This Week’s Special Holds/EDI Hold : $0.00

Last Week’s Provider Credentialing Hold : $1,707,195.21 (Have UiPath Pull this $ from the last week’s email)

Last Week’s Special Holds/EDI Hold : $0.00 (Have UiPath Pull this $ from the last week’s email)

[ashokkarale]

@nirmit.kansagra

I assume the subject of the email going to be static except the last date part. Try this approach:

1. Get the last weeks email using subject containing the static part. You can use suitable as activity suitable like Outlook Get Email, O365 Get email etc.
2. Once you have the email, use regex to read the hold amount.
3. Pass this in the current week email.

[Aleem_Khan (Aleem Anwer)]

Hi
As here you can perform email automation to achieve.

1. You have to filter the email using get outlook mail activity there is option for filter.
   you can filter mail by sql schema(I) or by filter approach(II).
   I @SQL=urn:schemas:httpmail:subject LIKE ‘%your-mail-subject%’ or by using
   II “[Subject] = ‘your-mail-subject’”
   https://docs.uipath.com/activities/other/latest/productivity"/get-outlook-mail-messages
   3.Fetch require data using get text and string function or also can use regex .
2. prepare the email which you want to share.
3. share email using smtp mail activity.

[nirmit.kansagra]

So I tried this with using get IMAP Email List (As the email is coming from dedicated email for UiPath not my personal) and it is failing for below. I am not sure what I am doing wrong.

it asks for username and password is an optional.

It shows connected on my workspace when i use it in studio it says there is an issue

if run just the highlighted activity this is what i get

[ashokkarale]

@nirmit.kansagra,

Create connection with IMAP authentication type - IMAP username and password

[nirmit.kansagra]

I tried the connection with IMAP UserName and Password and it does not work either. This is a email address we use when we are sending the email through UiPath.