Send action in Microsoft 365 Outlook package

Use the Send action in the Microsoft 365 Outlook package to send an email to one or more recipients from Microsoft 365 Outlook, as plain text or HTML format.

The Send action enables you to attach multiple files of various formats to an email. There is no restriction on the type or size of file you can attach. However, restrictions implemented by the Microsoft exchange server you are using to send an email apply.
Note: Attachments sent as part of email automation are subject to the policies and rules set at the level of the proxy server, firewall, anti-virus, email server, customer environment, and so on.

Settings

  • In the Microsoft 365 Outlook session field, click one of the following tabs:
    • Session name: to enter the session name that you have used in the Connect action.
    • Variable: to specify a session variable that can be used to share that session with other child bots.
  • Enter the email addresses of the recipients in the To field.
  • (Optional) Use the Cc and Bcc fields to enter email addresses of other recipients you want to mark a copy of the email.
  • Enter the email subject in the Subject field.
  • (Optional) In the Attachment field, select one of the following tabs to upload an file as an email attachment::
    Option Description
    List
    • Click Add to attach files.
    • Use one of the following tabs in the Value field to specify the location of the files that you want to attach:
      • Control Room file: To select an attachment that is available in the Control Room repository.
      • Desktop file: To select an attachment that is available on your device.

        You can provide a combination of static path and string variable. To use it as a string variable, press F2 and select the string variable that stores the filepath. Or click Browse and select the filepath. After you have selected the filepath, you can insert a variable at any location to make it a dynamic filepath.. Enter the Variable name and paste the file path in the Default value field. Press F2 to insert the value of the filepath.

      • Variable: To specify or select the file variable from the list..
    Variable Click the Insert a value icon to select an existing variable.
  • (Optional) Select the Raise error if the attachments are missing (Desktop only) check box if you want to be notified when you have not attached any files to your email.
  • Use the Email field to select one of the following options for the email body:
    • Plain text: Use regular text in your email body, with no formatting effects, such as bold, italic, or underline, or special layout options.
    • HTML design: Use HTML script in your mail body when you want your content to be displayed in a certain layout every time. You can also include interactive elements, such as links.
    • HTML code: Use this option to create and customize your email layout and body. Use the editor toolbar to make various changes to your text, such as applying bold, italic, and other formatting effects, inserting links, and changing the font and size of the text. You can copy the content from the design editor and paste it to other windows.
  • (Optional) Enter the content you want to send along with the email in the Message field.