I am a beginner with Uipath. I am now trying to do an automation project to send emails attaching the required files (encrypted PDF & excel) of the same person and then send out the email at a designated time to that person. Can anyone help or make a sam

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1

I am a beginner with UiPath.
I am now trying to do an automation project to send emails attaching the required files (encrypted PDF & excel) of the same person and then send out the email at a designated time to that person. Can anyone help or make a sample file to teach me step by step？ For those items who cannot be done by using UiPath, feel free to let me know.

  1. I want to select multiple files (encrypted PDF & Excel) in the computer about the same person to be attached with the email (using outlook) and then send this email to that person. One email for one person. (see attached excel for reference: the employee name, password for the pdf and email address are on the attached excel password document)

Here is the sample content of the email:

Dear (name of the designated person ← if this is not possible, it can be changed to “colleague”),

Please find the attached documents for your reference.

Here is the password of the file:
Password (of the pdf): (automatically fill in the password based upon the excel)

Thanks.

XX Department
XXX Limited

Note: This message needs no reply.

Attachment: (Related PDF, Excel files)

  1. Set a specific time for sending outlook, for example, sending outlook at 11 a.m. on the 7th of every month.
    (if the 7th is a public holiday or a Saturday or Sunday, the time will automatically be set to the next working day (Mon – Fri) to send Outlook. Is it possible to do this?)

Appreciate for your help.
Thanks：）

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Here is a sample of excel(I can’t upload the excel, so I upload the photo.sorry )

3

@FY.336

I hope you have filenames for the same with same employee name

Follow the steps

  1. Use excel file and give the excel filepath with the exployee info
  2. For each row in excel activity inside it and give Excel.Sheet("Sheet1")
  3. Inside that use send email activity with to as currentrow("Email").ToString
  4. Body and subject you can configure yourself …in body where ever you need the data to be populated as name and password add variables eg: Hi " + currentrow("Name").ToString + "blah blah" + currentRow("Password").ToString + "blah blah"
  5. In attachments click on attachment collection and add teo rows in one row use directory.Getfiles("FolderPath","*"+currentRoe("Name").ToString+"*.pdf").First…similarly in second row directory.Getfiles("FolderPath","*"+currentRoe("Name").ToString+"*.xlsx").First

Cheers

4

@Anil_G Thank you very much

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