How to create a robot to monitor Gmail for bank statements

Good day, could you provide me with a guide on how to develop a robot that monitors incoming emails to a Gmail account, and when it finds one containing a bank statement (I know the subject), it downloads the attachment to a folder?

1. UiPath Integration Service:

  • Ensure you have access to UiPath Automation Cloud and Integration Service.
  • Connect the Gmail account to UiPath Integration Service:
    • In UiPath Automation Cloud, go to Integration Service > Connections.
    • Add Google Workspace as a connection.
    • Log in with your Gmail credentials and grant the necessary permissions to access Gmail.

2.Steps to Build the Workflow

Step 1: Set Up the Google Workspace Integration

1.Install UiPath.GSuite.Activities Package:

  • In UiPath Studio, go to Manage Packages > All Packages and install UiPath.GSuite.Activities.
  1. Configure the Google Workspace Integration in UiPath Integration Service:
  • Sign in to UiPath Automation Cloud > Integration Service.
  • Add a Google Workspace connection, authenticate with your Gmail account, and give it access to email (Gmail API permissions).
  1. Configure UiPath Studio to Use Integration Service:
  • In your UiPath Studio project, click on Project > Add Connection and select Google Workspace from the list of integrations.
  • This adds the integration activities to your project.

Step 2: Monitor Emails and Download Attachments

  1. Use Google Workspace > Gmail > Get Emails Activity:
  • Configure this activity to retrieve emails with a specific subject.
  • Set Query to "subject:Bank Statement". This will search for emails with “Bank Statement” in the subject line.
  • Set Max Results to limit the number of emails fetched in each run (e.g., 10 or 20).
  1. Loop Through Each Email:
  • Use a For Each activity to loop through the list of emails returned.
  1. Download Attachments:
  • Inside the loop, add a Get Attachments activity, setting the Message property to the current email item (e.g., item).
  • Configure a For Each Attachment loop to go through each attachment and specify a folder path where the attachments should be saved.
  1. Save the Attachments:
  • For each attachment in the loop, use the Save Attachment activity.
  • Set the File Path property to the desired folder path (e.g., "C:\BankStatements\") where attachments will be stored.
1 Like

@Matias_Clemente.Arg,

Use integration services and google workspace activities for this.

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