Extraction from Email and attachments using Rule based extraction approach

Help Studio
1

In a finance organization we are getting mails from different vendors, Emails are mostly with attachments and both the email body and attachments consist some information base on which needs to classify and extract the information.
To automate this we are going to use UiPath, based on regex rules that I think we can create for all vendors in excel and implement the same in UiPath.
I am a beginner to UiPath tool, can someone help me with the workflow ( need info from email body as well as attachment and it can be sometimes in pdf or other formats too. ) and how we can use regex to extract the data from there.
We are stricted to use Rule-based approach only, no model based approach

2

Hi @Mohan_Singh,

You can use the “Named-Entity Recognize” Model in AI Center as ML Package or You can use the “HTML Code Editor” Activity to extract data from Mail Body and Try to store the attachment in any location & read the data from there.

Thanks,
Jayavignesh G

3

Thanks @Jayavignesh_G
So the problem is I am restricted to use rule based approach only, can not use ML modeling as per the project requirement.

Refer below concerns if you can clarify will be grateful,

  1. We are extracting data through emails, is there any way if we can use email body and attachments (if there are any) because for classification I am thinking to use both
  2. I have gone through till extraction part into excel, how we can pass it to validation center ( in my understanding we can only pass pdf so should we convert both email & attachment into pdf first and if yes then how )

Thanks
Mohan Singh