How to Add All Files in a Folder to Outlook Mail Attachment Using UiPath Automation

UiPath is a powerful automation platform that can help you streamline your daily tasks, including automating the process of sending email attachments in Outlook. This article will guide you through the step-by-step process of setting up this automation using UiPath, ensuring that all files from a specified folder are included as attachments in an email.

Understanding the Need for Email Automation

Imagine that you regularly send multiple documents via email, and you want to ensure that all necessary files are included in your email attachments. Instead of manually selecting each file, you can use UiPath to automate this process. This not only saves time but also reduces the risk of missing out on any important files.

Prerequisites

UiPath Studio installed on your machine Microsoft Outlook configured on your machine A folder containing the necessary files to be attached

Step-by-Step Guide

Step 1: Install and Set Up UiPath Studio

If you haven't already, install UiPath Studio, the main development environment for creating UiPath automations. After installation, open UiPath Studio and create a new project.

Step 2: Create a New Workflow

Once in UiPath Studio, create a new workflow project. Name the project something like "EmailAttachmentAutomation."

Step 3: Add Folders to the Project

In the Solution Explorer, open the "Folders" tab. Drag and drop the folder containing the files you want to attach to your email into the project. This will allow you to easily reference the folder and its contents within your workflow.

Step 4: Initialize Variables

Next, create variables to hold the necessary information for your email automation.

Dim filePaths As List(Of String)  New List(Of String)Dim attachmentFiles As List(Of String)  New List(Of String)

Step 5: Read Files from the Folder

Use a workflow element to read all files from the specified folder and store their paths in the filePaths list.

filePaths  (folderPath).ToList()

Step 6: Filter and Select Files for Attachment

Filter the files based on any specific criteria (e.g., file type, size). Store the selected files in the attachmentFiles list.

For example, to include only .docx or .pdf files and ensure they are less than 50MB, you can use the following code:

For Each filepath As String In filePaths    Dim fileInfo As New FileInfo(filepath)    If ()  ".docx" OrElse ()  ".pdf" And fileInfo.Length  50000000 Then        (filepath)    End IfNext

Step 7: Setup Outlook and Create Email

Use the Outlook activity to initialize the Outlook client and configure the email settings.

Dim outlookApp As   (GetType(), Nothing)Dim mailItem As   CType((Outlook.OlItemType.olMailItem), )

Step 8: Add Attachments to Email

Loop through the attachmentFiles list and add each file as an attachment to the email.

For Each attFilePath As String In attachmentFiles    (attFilePath)Next

Step 9: Set Email Properties

Finally, set the email properties such as the subject, recipient address, and body message.

  "Important Files"  "recipient@"  "Please find the attached important files."()

Conclusion

With UiPath, adding all files from a folder to an Outlook email attachment becomes a straightforward process. By following the steps outlined above, you can automate the task, ensuring that all necessary files are included every time you send an email. This not only saves time but also reduces the risk of human error.

Keywords

UiPath, Outlook Automation, Email Attachment