Moving or copying an email

Efficiencies in Claims Management & Denials w/ People, Process & Technology | Online Event | December 04, 2024 | 12:00PM EST Register

Objective

The objective of this How-To guide is to move or copy an email from one folder to another in the Microsoft Outlook application using OpenBots Studio. Outlook is a very popular business tool that is used for sending/receiving emails as well as scheduling meetings and appointments.

Walkthrough

The following step demonstrates the command to move or copy and email from Outlook

Step 1: To search for and extract one or multiple emails from an Outlook folder, use the Get Outlook Emails Command

Select Get Outlook Emails Command
Type in the name of the folder to look for email(s)
Type the search criteria for the email(s). This example looks for email(s) with the email subject matching this phrase: ‘Test’
Select ‘Yes’ (default choice) or ‘No’ to search for unread emails only
Select ‘Yes’ or ‘No’ (default) to mark each email found as read
Select ‘Yes’ or ‘No’ (default) to save the emails and their file attachments
Type the name of the list variable to pass these emails into (in this case vTest). Please note that a list variable is different from a variable.
Click OK

Step 2: To loop through the list variable and extract one email at a time, there is only one command needed, called For Each Command

Select For Each Command
Type in the name of the List variable (‘vTest’)
Type in the name of variable to send each email individually to (‘vEmail’)
Click OK

Step 3: To move/copy an Outlook email, there is only one command needed, called Move/Copy Outlook Emails Command

Select Move/Copy Outlook Emails Command
Type in the name of the MailItem variable ‘vEmail’
Type in the name of the folder the email will be moved/copied to (i.e. Test)
Select the Operation (Move MailItem or Copy MailItem)
Select whether the automation will look for unread emails only (Yes or No)
Click OK

The commands in this guide can be utilized alongside many of the other commands that will be discussed in later guides. Below is a snapshot of the commands used to move/copy Outlook emails in this guide.

Commands utilized for the above concept (Move/Copying an Email in Outlook) are as follows:

Outlook Command(s): Get Outlook Emails, For Each, Move/Copy Outlook Email

Lets stay in touch!

Join our weekly newsletter and follow us on social media.