Email steps

These are the Email steps. Add one from the Add step tab in the process designer.

• Add voting buttons – Add voting buttons to the current email draft.
• Archive email – Archive an email.
• Batch email operations – Apply one operation to every email the filter matches.
• Categorise email – Set the category of an email.
• Classify e-mails – AI: Classify emails into categories.
• Close Outlook – Disconnect from Outlook.
• Complete task – Mark a task as complete.
• Compose email – Compose and optionally send an email.
• Compose HTML email – Compose an HTML email.
• Connect to mailbox – Connect to an email server via IMAP or POP3.
• Count emails – Count emails in a folder.
• Count messages – Count emails in a folder.
• Create calendar event – Create a calendar event.
• Create contact – Create a new contact.
• Create folder – Select/navigate to a mail folder.
• Create mail rule – Create a mail rule.
• Create task – Create a new task.
• Delegate access – Grant delegate access to a mailbox.
• Delete calendar event – Delete a calendar event.
• Delete contact – Delete a contact.
• Delete email – Delete an email.
• Delete folder – Delete a mail folder.
• Delete folder – Delete an email by UID.
• Delete mail rule – Delete a mail rule.
• Delete message – Delete a message by index (POP3 compatible).
• Delete task – Delete a task.
• Disconnect from mailbox – Disconnect from an email server.
• Emails to data – The unread emails in the folder, for the unread-email loop.
• Enable/disable mail rule – Enable or disable a mail rule.
• Encrypt email – Send an encrypted email.
• Export email as EML – Export the current email as an EML (RFC 822 MIME) file.
• Extract email data – AI: Extract structured data from an email.
• Fetch messages – Fetch a complete email by UID.
• Fetch single message – Fetch a message by index (POP3 compatible).
• File email in its case folder – File the selected email, with its documents, in its case's own folder: Cases › CO-7.
• Find attachment by fingerprint – Identify the email attachment(s) whose structure matches a fingerprint.
• Find attachment in email – Find a document attachment in Outlook emails.
• Find email – Find emails matching criteria.
• Flag email – Flag an email for follow-up.
• Forward email – Forward an email.
• Get conversation thread – Get all emails in a conversation thread.
• Get email by ID – Get a specific email by its ID.
• Get email headers – Get email headers.
• Get voting responses – Collect voting responses from replies in the current folder.
• List calendar events – List calendar events in a date range.
• List folders – Get list of all mail folders.
• List folders – List all mailbox folders.
• List mail rules – List mail rules.
• List mailboxes – Get the list of mailboxes (accounts) set up in Outlook on this machine.
• List messages – List recent messages (POP3 compatible).
• List tasks – List tasks.
• Load email template – Create an email from a template.
• Mark as read – Mark an email as read.
• Mark as unread – Mark an email as unread.
• Mark email as read – Mark an email as read.
• Mark email as unread – Mark an email as unread.
• Move email – Move an email to another folder.
• Move message – Move an email to another folder.
• Recall email – Recall a sent email.
• Rename folder – Rename a mail folder.
• Reply to all – Reply to all recipients.
• Reply to email – Reply to an email.
• Reply with attachments – Reply to an email, keeping the attachments it arrived with.
• Reply with document summary – Reply with a summary of an invoice or statement the bot read.
• Request email receipt – Request a read/delivery receipt.
• Save case documents from the mailbox – Save a case's documents from the mailbox, by the email and place each was sent in.
• Save draft – Save the current email.
• Save email attachments – Save email attachments to disk.
• Save email to file – Save an email to disk.
• Search contacts – Search contacts.
• Search messages – Search for emails in a folder using IMAP criteria.
• Select email – Select an email by index.
• Select email by Message-ID – Select an email by its Message-ID, so Reply, Move or Save attachments act on it.
• Select folder – Select a mail folder.
• Send as another user – Send email on behalf of another user.
• Send email – Send the currently composed email.
• Send email (SMTP) – Send an email via your own SMTP server (requires a prior email_connect step).
• Set email importance – Set email importance level.
• Set email reminder – Set a reminder on an email.
• Set email sensitivity – Set email sensitivity level.
• Set out of office – Set out-of-office auto-reply.
• Smart compose – AI: Compose an email from natural language.
• Smart forward – AI: Intelligently forward an email to the right person.
• Smart reply – AI: Generate a smart reply to an email.
• Smart rules – AI: Suggest mail rules based on email patterns.
• Summarise inbox – AI: Summarize the inbox.
• Unflag email – Remove flag from an email.
• Wait for email – Wait for a new email matching criteria.