Help Centre › Building Processes
Reply with a summary of an invoice or statement the bot read.
Runs on: Windows only.
Add it to a process
In the process designer, open the Add step tab. Find Reply with document summary under Email › Compose & Send, 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 | No | The variable the read step saved the document in, e.g. invoice. A list of documents gives one summary each. Leave it blank when the file couldn't be read. |
| Reason | No | Why the email is sent. Auto decides from the document and, in a failure lane, from the failure. |
| Subject | No | A subject in place of "RE: " and the original's |
| CC | No | Carbon copy recipients. Separate multiple addresses with a semicolon. |
| Headline | No | Your own headline for the banner, in place of the reason's. |
| Opening sentence | No | Your own opening sentence, in place of the reason's. You can use variables such as {invoice.from}. |
| What to do | No | Your own steps to take, one per line, in place of the reason's. |
| Extra rows | No | Extra rows for the summary, one per line as Label: value. |
| Banner colour | No | done is green, needs-action amber, waiting blue and info grey. Default: the reason's. Choices: auto, done, needs-action, waiting, info. |
| Company name | No | The name at the top of the email. |
| Reference | No | A reference for the footer. Default: the run, in a failure lane. |
| Attachments | No | Files to attach, one per row. A row may hold a variable such as {savedFiles}, including one holding a list of paths, e.g. the output of Save email attachments. |
| Show the lines table | No | Show the lines or transactions table (default: true) |
| Reply to all | No | Reply to everyone on the email, not only the sender Default: off. |
| Send | No | Automatically send the e-mail after composing. If off, the e-mail is saved as a draft. |
See all Email steps.