Email Reminder Bot

This robot will send warning messages through email notifications to the customers about the EMI due dates. The robot will check whether the current date and due date from the input excel are the same, and then send email notification to the customers who have not paid their EMI on or before the due date.

User can provide the Due date, customer name, recipient mail Id, mail subject, mail body, and attachment in the input excel file and the bot will read these data and send mail to the customers with the provided data.

The robot works by executing the following steps

Gets the system Date
Open and read the data provided in the excel
Compares system date and due date
Send Email notifications to the customers who have not paid their EMI on or before the due date.

Workflow

Working

Get Date Time activity gets the system date and time. In the input section, user can select the date time format. This activity will store the system date-time in a specified format at the output.

By using Assign activity, the system day from the system date can be obtained

Open Excel File activity opens the input excel file which has the required data with specified configuration, creates an Excel Handle and stores it in the specified Excel handle variable

The robot will read the value of the excel sheet by using Read Sheet activity and stores it in a Data Table variable

Next, we can use For Each activity. This is a special activity that takes an item from the input data table variable, and uses it to execute the rest of the steps until it encounters the loop end. When the execution reaches the loop end it will it will check if all items in the collection are processed, the next activity is executed.

By using Get sub text activity, the due day can be accessed from the due date in the input excel. This activity gets a sub text from the user specified text input based on the specified length and start index. Here the input text is the due date from the excel sheet and from that input, the due day can be obtained. We need to give the start index as “0” and length as “2” in order to get the day.

Now we can use Condition activity in order to check whether the system date and due date are same. To create condition, the user can click on the 3 dots near the conditions field on the property panel

If the condition is true, the next activity will be executed. If the condition fails, the End loop activity will be executed.

Send SMTP Mail activity sends the email message by using SMTP protocol. In the Email configuration section, the email account used to send the message and the password of the mail account used to send the message can be given.

In the receiver information, the recipient name is given as Row[2], as the output of the For each activity is Row here the Row[2] takes the row value that has the index 2 from the excel sheet.

In the server configuration section, the email server host that is to be used and port used to send the email message can be specified. For e.g., if you are using Gmail, its server is "smtp.gmail.com".

In the Property panel, Attachment, body, Subject, and To fields can be given from the excel data rows as shown below.