Example of select and edit via prompt

When using Co-Pilot for Automators to add and update an existing automation scenario, select an item before entering your prompt to target the location of changes.

Examples summary

The following example demonstrates using prompts to build and edit an automation that sends an email to each contact listed in an excel spreadsheet, using details from the sheet to populate the email address, subject, and cc.

Izzi, an IT Lead, needs an automation that sends an email to each

Procedure

  1. From the Bot editor, enter the following prompt to create the structure of your automation: Open an excel file c:\temp\email_list.xlsx and loop each row in the excel worksheet sheet1. Read the value of cell A1 for the row and save to Output Variable $Email_Sender$. Read the specific cell B1 of the row to Output Variable $Email_Subject$. Read the specific cell C1 of the row to Output Variable $Email_Cc$. Send an email using outlook then set the Sender to $Email_Sender$, set the To to $Email_Subject$, and set the Cc to $Email_Cc$..
    The structure of your automation is generated on the canvas with the necessary action.
  2. Select the Read A1 action to specify the location for adding new items in the scenario.
    The help text in the Co-Pilot page displays the number of items you select.
  3. Enter your prompt for the addition you want to make: If no value exists, then display a message..
  4. Select the item for the properties you want to update. Optionally, you can select multiple items to update all the properties.
  5. Enter your prompt for the properties you want to update (file in folder).
  6. Review and save your bot.