Please help me with this scenario where we have a Word file with a pre-saved email body and we want to fetch values from an Excel sheet and send that email to a customer. Please find the attached sample input for your reference. Input.zip (21.2 KB)
Like above you can keep those as a template
Now if you have multiple rows of data then you have to use For Each row datatable activity and copy the file from the template folder with the customer name or some other name
So the template remains same, but you will have multiple files to send and according to the excel data
Use the “Excel Application Scope” activity to open the Excel file and read the data from the Excel sheet.
Then Use the retrieved Excel data to format the email body as per your requirement. You can concatenate the values from the Excel sheet with the pre-saved email body using string manipulation activities like “Concatenate”.
Use the “Send Outlook Mail Message” activity to create a new mail in Microsoft Outlook.
If required, you can use the “Word Application Scope” activity to open the Word file containing the pre-saved email body. Once the email is sent, you can save and close the Word file using the “Save Document” and “Close Application” activities respectively.