Request for UiPath Marketplace Email Activity to send customized emails

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1

Hi,

I am working on a Loan Adjudication System and would like to use a UiPath Marketplace email activity to send customized emails based on the following three conditions:

  • Approved
  • Rejected
  • Manual Review

I am using a DataTable and iterating through the rows using a For Each Row activity. The reading through excel which contains loan applicant information along with the business rule results.

If any value in a row fails the business rules, that row is marked as Rejected. The columns containing customer information such as First Name, Last Name, Email Address, and Rejection Reason are then read and incorporated into an email template. This customized email is sent to the applicant.

Similarly, if all business rules are satisfied (i.e., all columns in a row pass validation), an Approval email is sent to the customer.

For this, I am looking for a suitable Marketplace email activity that can support dynamic and customized email content.

If anyone has used such an activity, please let me know and also help me understand if there is any configuration or special setup required in order to make this work.

2

Hi @sobin_paul

You can use Send SMTP Email advanced or mailx activities package . Both support the dynamic template based email bodies and allow you to insert the values like FirstName , LastName and all.

Package name for reference - UiPath.mailx.activities and UipathTeam.SMTPExtendedActivites

Cheers

3

@sobin_paul Try using Send SMTP or send Outlook mail message activity inside for each row acyivity and apply a condition before mail activity that check weather the remark column is approved if yes then send mail to respective person

4

@sobin_paul

you dont need any special activity

Any normal email activity would do the job

if you need to make the body better use create html content or create an upfront html with place holders to replace values you need and send it

cheers

5

For this use case you don’t really need a special Marketplace email activity – any activity that lets you pass To / Subject / Body as variables will work (even the standard UiPath mail activities).

What I do is:

  1. Read the Excel into a DataTable and loop with For Each Row
  2. From each row, read First Name, Last Name, Email, Decision, Rejection Reason, etc.
  3. Use an
  4. If/Switch on the Decision column:
    If Approved → build a dynamic subject/body string with the loan details and send.
    If Rejected → build an email that also includes the rejection reason.
    If Manual Review → send an email either to the customer or to an internal review mailbox.
  5. Pass these variables into the email activity and send.

If you want nicer formatting, you can keep HTML templates (Approved/Rejected/Manual Review) in files and just replace placeholders like {{FirstName}} before sending. No special configuration is needed apart from the usual SMTP/API setup.

6

You dont have to look for a UiPath marketplace activity, you can do it with normal smtp activity.
Even if you are using marketplace you have the look for conditions and then direct for approval /rejection..

I would suggest you to work on a standard html template , then based on conditions update this template and send an email.

For clarity you can see the below example:

Hello {{FirstName}} {{LastName}}, 

Your loan request status is: <b>{{Status}}</b>

{{IfRejected Section}}
Reason: {{RejectionReason}}
{{EndSection}}

Thank you,
Loan Adjudication Team

Then inside UiPath, map fields dynamically from your DataRow like:

templateText.Replace("{{FirstName}}", row("First Name").ToString) _
            .Replace("{{LastName}}", row("Last Name").ToString) _
            .Replace("{{Status}}", row("Status").ToString) _
            .Replace("{{RejectionReason}}", row("Reason").ToString)

Now your email body is fully personalized.

Now in uiapth inside for each, you can read row based on conditions invoke and replace values accordingly.

For Each Row in dt
If row(“Status”) = “Approved”
Send Approval Email (template + replace variables)
ElseIf row(“Status”) = “Rejected”
Send Rejection Email (template with reason)
ElseIf row(“Status”) = “Manual Review”
Send Manual Review Request Email
End If
End For

You can also look here if you something suits in marketplace
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