The obvious advantage of adopting RPA for email is that it saves time. The RPA functionality in Automate includes a simple drag-and-drop interface that allows IT and business users to rapidly and simply automate email tasks without writing a single line of code. Use Automate to automate email as part of a larger organisational automation strategy. Let's look at some particular ways you can use RPA to save time with email.
Initiation of tasks based on incoming email : Consider the duties you must complete as a result of receiving an email. In a customer-facing position, this can entail reporting order status. In other jobs, you can be responsible for generating sales or management reports. Email automation can handle a variety of activities that arrive in your mailbox without the need for manual intervention.
Automatic routing of attachments from incoming email : Whether it's an invoice, an archival receipt, an Excel report, or another sort of document, you may use RPA to recognise the attachment and process it according to rules. While Outlook automation is available, it is limited by the fact that it can only be used to file emails within Outlook. Your document or Excel could be filed in an EDMS or SharePoint by an RPA bot.
Automating outgoing email : The options for automating outgoing email are nearly limitless. You can also use bots to send emails depending on triggers, which means that an email will only be sent if a specific event occurs.
