UiPath send mail

What is the best practise to send outlook mail ?
What are the scenarios when to use the following mail activities?

  1. Send outlook mail message
  2. Use outlook desktop
  3. Use office 365

Hi @Ritaman_Baral

→ When you want to send an email using the Outlook application installed on the local machine.
→ It works well for sending emails through the Outlook client that is already configured on the system.
->This activity is suitable for scenarios where you need to interact with the Outlook application directly, such as sending emails with attachments or using specific Outlook features.

→ Use this option when you want to send emails through the Outlook application installed on the local machine, similar to the “Send Outlook Mail Message” activity.
→ It provides a direct interface to the Outlook client for sending emails and accessing Outlook features.

→ Use this option when you want to send emails using Office 365 Outlook services, which are cloud-based.
→ It is suitable for scenarios where you want to send emails through Office 365 without relying on the local Outlook client.
→ This option is particularly useful for automation processes running on servers or virtual machines that may not have the Outlook client installed but can access Office 365 services.

Cheers!!

@Ritaman_Baral,

When using UiPath Studio to send Outlook emails, there are several activities you can choose from depending on your requirements and the environment you’re working in.

  1. Send Outlook Mail Message: This activity sends an email from your Outlook account. It’s suitable for scenarios where you are working with a local Outlook application installed on your machine.
  • Best Practice: Use this activity when you have a local Outlook client installed on the machine where your UiPath process is running. It’s straightforward and doesn’t require additional configurations.
  1. Use Outlook Desktop: This activity is used to automate interactions with the Outlook application installed on your desktop. It allows you to perform a wide range of operations, such as sending emails, reading emails, and managing folders.
  • Best Practice: Use this activity when you need to perform more complex operations within the Outlook application, such as accessing specific folders, applying filters, or interacting with other elements in the Outlook UI.
  1. Use Office 365: This activity package is specifically designed for interactions with Office 365 services, including Outlook. It allows you to send emails through Office 365 without relying on a locally installed Outlook client.
  • Best Practice: Use this activity when your organization relies on Office 365 for email services, or when you want to interact with Outlook using Office 365 APIs. It’s particularly useful when your UiPath process is running on a machine without Outlook installed, or when you want to integrate with cloud-based email services.

Scenarios for Each Activity:

  • Send Outlook Mail Message:
    • When you need to send emails from a local Outlook client.
    • When you want a simple and straightforward way to send emails without additional configurations.
  • Use Outlook Desktop:
    • When you need to automate complex interactions with the Outlook application, such as managing folders or applying filters.
    • When your automation requires access to features specific to the Outlook desktop application.
  • Use Office 365:
    • When your organization uses Office 365 for email services.
    • When you want to interact with Outlook using Office 365 APIs.
    • When your automation needs to run on machines without Outlook installed, or in a cloud environment where local applications cannot be used.

LLM helped me to write this answer.

Thanks,
Ashok :slight_smile:

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