We have experimented with a few aspects of Workfusion RPA Express, and have been amazed by the potential.
A final POC is to leverage RPA Express to obtain a prepared Excel spreadsheet, and then use the information therein to generate emails in MS Outlook.
The Excel spreadsheet for the POC has 2 columns, namely: policy number and email address. The number of rows will fluctuate each month.
Sample Data.xlsx (8.9 KB)
We are comfortable with using the recorder to generate an email for the first row of data i.e. email address value is typed into “To” placeholder in MS Outlook and the policy number value is typed into the “Email Body”. However, the number of rows will fluctuate each month i.e. we need to iterate this.
Having read some forum posts I must mention that we have not made use of lists/tables/variables to achieve the above, merely the recorder.
Can someone please assist with insight or sample code to code and iterate? Thank you in advance.