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6 Weeks of RPA
Week 4 : Email & Excel Automation in UiPath Studio
2
Cristina Vidu
Host
Regional Community Manager
EMEA
@UiPath
Host
Regional Community Manager
APAC
@UiPath
Vibhor Shrivastava
Speaker
Process Specialist
@Equity Bank Kenya
Meet our today’s team:
Welcome to Session 4 of 6 Weeks of RPA
Jonathan M. Gichohi
3
Learning Objectives
Following this training you will be able to understand:
• Recap on how install UiPath StudioX
• Read Emails using UiPath Studio.
• Filter Email using UiPath Studio.
• Download Email Attachments.
After this event, you should:
• Be able to install UiPath Studio.
• Have a basic understanding of UiPath Studio and how to get started as a developer on your
automation journey.
• Create simple email and excel automation.
• Bonus: Replicate process in Google Sheets.
Installing UiPath StudioX
5
1.Sign up for your UiPath Automation Cloud account:
Link: https://bit.ly/3rOHDkd>> option on the right side >> sign up for UiPath Automation Cloud
for community.
2.Download UiPath Studio:
Once inside the Automation Cloud click on the first blue button Download UiPath Studio
3.Run the UiPath Studio installer
4.Sign into UiPath Automation Cloud from UiPath Studio
5.Choose the UiPath StudioX profile
UiPath Studio
With UiPath Studio, business users get a no-code platform to automate their tasks.
How to Install UiPath Studio
Resource:
• Installing UiPath StudioX (Community Edition
• Introduction to UiPath Studio
6
UiPath Studio
UiPath Studio has been built to suite all business users; from developers to Business users.
• UiPath StudioX
• Designed for non-developers, who are interested in automating a simple task for themselves
or their team.
• UiPath Studio
• Offers a multitude of tools for designing complex and large workflows.
• Can run attended and un-attended robots.
• UiPath Studio Pro
• Offers additional access to Application Testing, RPA Testing, API Test Automation and Mobile
Automation.
7
UiPath Academy
Learn about the basics of Robotic Process Automation, get an overview of UiPath Platform and build
your first robot.
Link: https://academy.uipath.com
Email Automation
9
We read emails on UiPath Studio using the Email Package (UiPath.Mail.Activities). Under
the Mail package, we have:
• Exchange
• IBM Notes
• IMAP (Internet Message Access Protocol)
• Outlook
• POP3 (Post Office Protocol 3)
• SMTP(Simple Mail Transfer Protocol)
• In this session we will use IMAP and Outlook.
• For IMAP, insert 993 as the Host Port and “imap.gmail.com” as Host server
Email Automation
10
11
What’s Next:
• Week 5: UiPath Studio - Excel Vlookup

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6 Weeks of RPA Series: Automate Excel and email with ease

  • 1. 6 Weeks of RPA Week 4 : Email & Excel Automation in UiPath Studio
  • 2. 2 Cristina Vidu Host Regional Community Manager EMEA @UiPath Host Regional Community Manager APAC @UiPath Vibhor Shrivastava Speaker Process Specialist @Equity Bank Kenya Meet our today’s team: Welcome to Session 4 of 6 Weeks of RPA Jonathan M. Gichohi
  • 3. 3 Learning Objectives Following this training you will be able to understand: • Recap on how install UiPath StudioX • Read Emails using UiPath Studio. • Filter Email using UiPath Studio. • Download Email Attachments. After this event, you should: • Be able to install UiPath Studio. • Have a basic understanding of UiPath Studio and how to get started as a developer on your automation journey. • Create simple email and excel automation. • Bonus: Replicate process in Google Sheets.
  • 5. 5 1.Sign up for your UiPath Automation Cloud account: Link: https://bit.ly/3rOHDkd>> option on the right side >> sign up for UiPath Automation Cloud for community. 2.Download UiPath Studio: Once inside the Automation Cloud click on the first blue button Download UiPath Studio 3.Run the UiPath Studio installer 4.Sign into UiPath Automation Cloud from UiPath Studio 5.Choose the UiPath StudioX profile UiPath Studio With UiPath Studio, business users get a no-code platform to automate their tasks. How to Install UiPath Studio Resource: • Installing UiPath StudioX (Community Edition • Introduction to UiPath Studio
  • 6. 6 UiPath Studio UiPath Studio has been built to suite all business users; from developers to Business users. • UiPath StudioX • Designed for non-developers, who are interested in automating a simple task for themselves or their team. • UiPath Studio • Offers a multitude of tools for designing complex and large workflows. • Can run attended and un-attended robots. • UiPath Studio Pro • Offers additional access to Application Testing, RPA Testing, API Test Automation and Mobile Automation.
  • 7. 7 UiPath Academy Learn about the basics of Robotic Process Automation, get an overview of UiPath Platform and build your first robot. Link: https://academy.uipath.com
  • 9. 9 We read emails on UiPath Studio using the Email Package (UiPath.Mail.Activities). Under the Mail package, we have: • Exchange • IBM Notes • IMAP (Internet Message Access Protocol) • Outlook • POP3 (Post Office Protocol 3) • SMTP(Simple Mail Transfer Protocol) • In this session we will use IMAP and Outlook. • For IMAP, insert 993 as the Host Port and “imap.gmail.com” as Host server Email Automation
  • 10. 10
  • 11. 11 What’s Next: • Week 5: UiPath Studio - Excel Vlookup