How to set search keywords to find multiple specific document files such as Excel or PDF (100+), and then set a specific time to email the found documents to specific employees

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1

I’m a beginner with UiPath. I would like to develop a workflow as shown in the title above.
Can anyone help or make a sample file？
Thanks

2

@helen3

Welcome to the community

First of all if documents are 100+ the attachment limit might exceed consider that

First let me tell you the process

  1. You can use for eqch file in folder and it has filter on filename you can give the filename…ao that any file matching that name would come
  2. Inside loop you can add each file location to list of item using add item to list and add currentitem.fullname
  3. Now use send email activity and give the employee email…and then any other mail body you need and also if you want to attach pass the created list in the attachment field

Now to run it daily you needto publish the process and then create a achedule in or hestrator …basically a time trigger

Cheers

3

Hi @Anil_G ,
Do you have any pictures or sample files that can teach me how to do it step by step?

4

@helen3

I have written the steps and activity names as well…try to follow it

Cheers

5

Hi @Anil_G ,
What should i type in findind?
Is it this way to add?
Thanks!

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6

@helen3

okay first thing multiple filters are not possible

you can use if condition inside the for loop with currentfile.Extension.Contains("xls") OrElse currentfile.Extension.Contains("pdf")

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then send email and send this filelist in attachment

cheers

7

@Anil_G
I follow what’s on your screenshot, but an error occured. Sorry may I know what should I do at this point? Thanks!

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8

@helen3

Fielist is a variable…you need to declare

Cheers

9

Hi @Anil_G,

I have created the main file below, but the main file cannot send different attachments with different email recipients. Do you know what goes wrong?
Main.xaml (15.8 KB)

Thanks.