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Automate Outlook

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If Microsoft Outlook is installed on the desktop, WinAutomation supports the automation of it through the Outlook actions. These actions can launch or close Outlook and also retrieve, send, process, or save emails.

Launch and close Outlook

The Launch Outlook action will launch Outlook and create an instance variable of it. The Launch Outlook action doesn't accept input, while the created instance is used as input in other Outlook actions.

When Outlook is no longer required in the process, you can deploy the Close Outlook action to close its instance.

Retrieve email messages from Outlook

The Retrieve Email Messages From Outlook action retrieves emails that meet specific criteria from Outlook and optionally saves the included attachments on the desktop.

To limit the retrieved emails, filter them according to their parent folder, state, or keywords that are included in various fields.

In the upper part of the action's properties, specify the Outlook instance that was previously created with the Launch Outlook action and the chosen Outlook account.

Send email through Outlook

The Send Email Through Outlook action creates and sends a new email message through Outlook. In the action's properties, you can specify the following entities:

• Sender
• Sender's displayed name
• Recipient
• CC and BCC recipients
• Subject and body of the new email

Optionally, the email body can be written in HTML, and the email can contain attachments. In the Attachment(s) field, enter the file's path or a variable that contains a file or a list of files.

In the upper part of the action's properties, specify the Outlook instance that was previously created with the Launch Outlook action and the chosen Outlook account.

Process email messages in Outlook

The Process Email Messages in Outlook action runs a series of essential operations in the previously retrieved emails. More precisely, options to delete, mark as unread, and move messages to other folders are available.

This action accepts as input a list of emails, which is specified in the Retrieve Email Messages From Outlook action.

In the upper part of the action's properties, specify the Outlook instance that was previously created with the Launch Outlook action and the chosen Outlook account.

Save Outlook email messages

The Save Outlook Email Messages action accepts a list of retrieved emails and saves them locally on the desktop. The list of emails is specified in the Retrieve Email Messages From Outlook action.

The extracted emails can be saved into various file types, such as Outlook Message, HTML, and text. To set the file's name manually, select Custom in the File Name and then populate the Name field.

In the upper part of the action's properties, specify the Outlook instance that was previously created with the Launch Outlook action and the chosen Outlook account.

Respond to an Outlook mail message

The Respond To Outlook Mail Message action responds to an Outlook message by replying, replying to all, or forwarding. This action accepts as input an email that is specified in the Retrieve Email Messages From Outlook action.

This action contains fields to specify the email body and the attachments. In the Attachment(s) field, enter the file's path or a variable that contains a file or a list of files.

If you selected to forward the email, you should also populate the primary recipient of the email and the CC and BCC recipients.

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