How to automate a process of sending email using process recorder?

automation-studio

#1

How to automate a process of sending email using process recorder?


#2

Hi Amritha,

You will need to use Process Recorder to record the flow of sending email through outlook. Once flow is recorded, you can export it to studio to save it as a Process and to further parameterize Subject, to , body to make it dynamic process.

Thanks,
Sachin


#3

Btw, Process Recorder is not part of community edition.


#4

But, on clicking export to studio we are prompted to select target application , what should we select here


#5

Ok, I was using Non-community edition build


#6

Process recorder is a bit less reliable feature.Is there any restriction for you are not opting SMTP mailing feature of component of outlook client in studio?


#7

Before creating the process, add Outlook as an windows application. Then select the same as target application.