Help Centre › Building Processes
Find a document attachment in Outlook emails.
Add it to a process
In the process designer, open the Add step tab. Find Find attachment in email under Email › Read & Search, or type its name in the search box, and drag it onto the canvas.
Fields
| Field | Required | What it does |
|---|---|---|
| Account / e-mail address | No | The e-mail account as it appears in Outlook |
| Document type | Yes | The type of document to search for in the e-mail attachments Default: invoice. |
| Keys | No | Words to look for in the attachment's file name. A file whose name carries one is tried first, and is used as the answer if the classifier recognises none of them. |
| E-mail variable | Yes | The variable containing the e-mail to search Default: email. |
| Variable | Yes | Name of the variable where the result will be stored Default: document. |
See all Email steps.
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