I’m a beginner with UiPath. I would like to develop a workflow as shown in the title above.
About the email, need to send an email to a specified email address at a specified time(For example, send an email to Amy@gmail.com on the 7th of every month).
Can anyone help or make a sample file？
From which you want to send an mail? Gmail or outlook?
I think it should be outlook.
Kindly check this flow, and provide the values as per your need.
Main.xaml (11.6 KB)
About the scheduling of this process, you may publish it on Orchestrator and set a trigger to execute on the 7th of every month
How to publish project on orchestrator: UiPath - How To Publish Process To Orchestrator (Tutorial) - YouTube
How to add trigger: Uipath Orchestrator How to Schedule Your First Robot | Uipath ExpoHub - YouTube
Mark it as a solution if it works for you.
Thanks for your help:)
But send email before, how to search documents(PDF or Excel 100+)for a keyword, then find out and attach relevant files to the email and type the content (eg. Hi Amy this is your…)
Can have another sample file?