Sending an email with a reminder for the recipient

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1

I’m sending emails from StudioX, but wondering if I can add a flag for the recipient to followup. Currently I’m saving the emails as a draft in Outlook and then manually going into my Drafts folder and adding the reminder flag for all the emails, but didn’t know if there was an activity in StudioX that I’m missing that allows me to do this in the system.

I’m not looking to add the reminder for myself or send a followup automatically after a certain number of days (as I’ve seen others looking to do). Thanks for the ideas!

2

In UiPath StudioX, there is a built-in activity called “Flag Email” that you can use to add a flag for the recipient to follow up. This activity allows you to set a flag on an email message before sending it.

Here’s how you can use the “Flag Email” activity in StudioX:

  1. Drag and drop the “Send Outlook Mail” activity onto the design canvas in your StudioX project. Configure the required properties such as the recipient, subject, body, etc. This activity composes the email that you want to send.

  2. To add a flag for the recipient to follow up, search for and add the “Flag Email” activity to the design canvas below the “Send Outlook Mail” activity.

  3. Configure the properties of the “Flag Email” activity as follows:

    • In the “MailMessage” field, select the output variable of the “Send Outlook Mail” activity.
    • Set the “Flag” property to the desired flag option (e.g., “Follow up”, “For your information”, etc.).
    • Optionally, you can set the “Due Date” property to specify a specific date for the follow-up reminder.

  4. Connect the “Send Outlook Mail” activity to the “Flag Email” activity by dragging the arrow from the “Send Outlook Mail” to the “Flag Email” activity.

  5. Run your StudioX project to send the email with the flag set. The recipient will see the flag in the received email and can follow up accordingly.

By using the “Flag Email” activity, you can add a follow-up flag for the recipient directly in your StudioX workflow, eliminating the need to manually add the flag in Outlook after saving the email as a draft.

3

Hi Jerald -

Thanks for this solution - it looks to be exactly what I’m looking for! Is this in another package that I need to download? I have the updated email package, but don’t see any “Flag Email” in the activities.
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Thanks for the assist.

4

Hie @patrick.fleming

I think this thread can give you an idea.