Help Centre › Building Processes
This article describes the RPA Outlook functionality to find a document in an e-mail.
For a full list of available functions, please read OUTLOOK functions.
Description
The OUTLOOK Find a document in an e-mail function allows you to find a document in an e-mail.
Setting it up
To use the OUTLOOK Find a document in an e-mail function, follow these instructions:
{{popups:rpas/add:action=outlook-find-document}}
Once on a process map:
- Navigate to the process where you would like to add the OUTLOOK Find a document in an e-mail function
- Click on the green button’s drop-down (right side of the green button labelled “Process”)
- On the menu that appears, click on the “+ Activity” item
- From here you can select the OUTLOOK Find a document in an e-mail option
- Click "Add" once you are done
Input parameters
| Parameter | Required | Type | Default | Description |
|---|---|---|---|---|
| Account | Yes | Text | - | The Outlook e-mail account |
| Document type | Yes | Select | Invoice | Type of document to find (Invoice, Credit Note, etc.) |
| E-mail variable | Yes | Text | - | Variable containing the e-mail to search |
| Variable | Yes | Text | - | Variable to store the result |
| Words | No | Table | - | Optional words to help identify the document |
Output variables
| Variable | Type | Description |
|---|---|---|
| Variable | Text | The found document information |
Errors
| Error | Description |
|---|---|
| Outlook not open | Outlook is not running |
| Document not found | No matching document was found in the e-mail |
Tips
- Searches e-mail attachments for a specific document type
- Add identifying words to narrow the search