PDF automation easier way

Hi experts,

I am in the process of automating. I am new to RPA . Can anyone guide how to automate the below in studio.

  1. Read email ( Sample attached)
  2. Get portal id from PDF attachment of above email
  3. Open http://www.xyz.com, enter credentials
  4. Go to Navigator , if required enter credentials
  5. Search for Portal id got at step 2
  6. Captures the direct reportees details into excel
  7. Email to yourself with excel created in step 7 as attachment
1 Like

hi @RPA007,

  1. Read email ( Sample attached)
    Use get outlook mail activity to get the email from mail box
    https://docs.uipath.com/activities/docs/get-outlook-mail-messages

  2. Get portal id from PDF attachment of above email
    use Save Attachments activities ti save the pdf attachment
    use Read PDF to get the portal ID you can use string manipulation to extract it

  3. Open http://www.xyz.com, enter credentials
    use open browser and type into, click to login

  4. Go to Navigator , if required enter credentials

  5. Search for Portal id got at step 2

  6. Captures the direct reportees details into excel
    use data scraping to fetch data from ui and write range to write data in excel

  7. Email to yourself with excel
    use send outlook mail activity to send mail with attaching the excel.

Thank You
Shubham Pratap

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