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Email Automation - Recap

This lesson covered email automation processes. Key topics included sending and receiving emails, working with attachments, and using message templates. There are various email activities for fetching emails from different sources like Outlook, IMAP, and Exchange. The MailMessage object does not directly provide timestamps, so the "Date" value from headers is needed. Outlook activities allow filtering incoming messages by criteria like subject or received time. Templates can populate placeholders with dynamic data using string formatting. Outlook and Exchange activities are easier to configure than those requiring connection parameters.

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84 views5 pages

Email Automation - Recap

This lesson covered email automation processes. Key topics included sending and receiving emails, working with attachments, and using message templates. There are various email activities for fetching emails from different sources like Outlook, IMAP, and Exchange. The MailMessage object does not directly provide timestamps, so the "Date" value from headers is needed. Outlook activities allow filtering incoming messages by criteria like subject or received time. Templates can populate placeholders with dynamic data using string formatting. Outlook and Exchange activities are easier to configure than those requiring connection parameters.

Uploaded by

meghali
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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LESSON 11 – EMAIL AUTOMATION - RECAP

Overview

This lesson got into a very important subject: emails. There are many processes that involve
emails, which usually are a trigger or an ending for such a process. You learnt about
sending and receiving emails, working with attachments and even message templates.
Takeaways
There are many email activities depending on the protocol you want
to use: SMTP, POP3, IMAP, Exchange and Outlook.

The get email activities offer mainly the same functionalities:


-Fetching email from a certain mailbox folder (Outlook, IMAP and
Exchange)
-Fetching only unread messages and marking them as read (Outlook,
IMAP and Exchange)
-Setting a limit for the number of incoming emails
The MailMessage object doesn’t directly provide timestamp
information, so you will need to access the “Date” value from the
Headers dictionary.
The Outlook activity provides a feature for filtering the incoming
messages based on criteria like Subject or ReceivedTime.

When loading a template for an email from a file you can use string
formatting to populate placeholders with dynamic data.
Best practices

Outlook and Exchange activities are easier to use since they don’t
require connection parameters.

If Outlook is configured, it’s usually your best choice since it requires


the least amount of setting up while offering extra features and being
compatible with any email protocol.
Useful links

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