Sending pdf attachments in the outlook

[Ligita]

I believe it was discussed many times aready, but I have a possibility to automate one daily task I perform at work. Problem is that I’m new to rpa

I have a few pdf files which are generated by our accounting system with the customer company name and a list of unpaid invoices. One pdf per customer

I also have an excel file with one column with customers company name and their email in the other column

I would need to read a company name from pdf file → fetch customers email from excel → send that pdf to that customer (with a predefined text in the body) → repeat :slight_smile

Would that be possible to achieve?

[AlanSmill (Alan Smill Almonte Encarnacion)]

@Ligita

I would need to read a company name from pdf file → fetch customers email from excel → send that pdf to that customer (with a predefined text in the body) → repeat :slight_smile

Yes you can do all of this, you’ll need this activities:

-Excel Application scope.
-Install UiPath PDF Activities from manage package.
-Use the activity read pdf text or with OCR
-For each row activity
-SMTP or outlook activity to send the email.

Good luck!

[AlanSmill (Alan Smill Almonte Encarnacion)]

also check this out: How to insert attachment in UI path SMTP activity - #2 by aksh1yadav