The Goal: From Scraping to Delivery
Stop downloading files manually. In this guide, we’ll show you how to build a "Scrape-to-Email" loop. Once your task finishes, the bot will automatically package your data and email it to your team or client, turning your RPA into a true autonomous reporter.
Step-by-Step Implementation
Step 1: Leverage the Marketplace Before building from scratch, check our app store.
Logic: Many high-performing data collection templates or data-processing tools are ready to deploy.
Action: Simply install an automation add-on that fits your needs. Many of these are open-source or customizable, allowing you to tweak the logic to fit your specific reporting requirements.
Step 2: Configure Your Email Logic If you are using a customizable or open-source add-on, you need to plug in your email credentials.
The Logic: Insert the Log in to email command at the start of your post-collection sequence.
Security Note: Using your email’s credentials ensures your bot stays connected securely without needing manual re-authentication.
Step 3: Hooking Up the Data This is where the magic happens. You need to link your scraped data to your email.
The Logic: Use Variables. When your task finishes, the file generated by the scraper is stored as a file path variable.
Implementation: In the Send Email command, map this variable to the "Attachment" field.
Why it works: Every time your task runs, the bot dynamically grabs the latest file path and attaches it, ensuring your stakeholders always get fresh data.
Powering Up Your Reports
Dynamic Distribution: Use variables to change recipients based on the task result.
Custom Email Content: Use the Send email command to write dynamic email bodies (e.g., "Hi team, today's report includes 150 new leads.").
Open-Source Flexibility: Since many apps allow for customization, you can modify the script to only send emails if specific conditions are met (e.g., only send if the file size > 0).
Example Workflow (Visual Reference)
[Edit app] -> [Email Login] -> [Send Email with Attachment Variable]
[Coming soon]