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https://github.com/maxinexiong/gmail-automation-rpa

This repository hosts a robust automation solution that orchestrates various email operations, including Email Reading, Email Saving, Email Attachments Downloading, Email Forwarding, and Email Deletion. Additionally, it generates and sends an automated email summary report to designated recipient(s) that informs mailing activities.
https://github.com/maxinexiong/gmail-automation-rpa

email-automation email-sender gmail google-mail robotic-process-automation rpa uipath uipath-studio

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This repository hosts a robust automation solution that orchestrates various email operations, including Email Reading, Email Saving, Email Attachments Downloading, Email Forwarding, and Email Deletion. Additionally, it generates and sends an automated email summary report to designated recipient(s) that informs mailing activities.

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README

          

### UiPath RPA Robot
# Gmail Automation with RPA

[![GitHub](https://badgen.net/badge/icon/GitHub?icon=github&color=black&label)](https://github.com/MaxineXiong)
[![License: MIT](https://img.shields.io/badge/License-MIT-yellow.svg)](https://opensource.org/licenses/MIT)
[![Platform - UiPath RPA](https://img.shields.io/badge/Platform-UiPath_RPA-fa4616)](https://www.uipath.com)


This repository hosts a robust automation solution that showcases the seamless integration of the [**UiPath Platform**](https://www.uipath.com/) with the [**Gmail**](https://mail.google.com/). This RPA robot orchestrates **various
email operations, including Email Reading, Email Saving, Email Attachments Downloading, Email Forwarding, and Email Deletion**, effectively enhancing productivity and organization.
Additionally, it **generates and sends an automated email summary report** to designated recipient(s), providing insights into the mailing activities that have taken place on each
target email. With its seamless execution, this automation process demonstrates how UiPath automation can significantly enhance productivity by streamlining email management
tasks within Gmail accounts.

The final output of this automation solution, an automated email summary report, can be exemplified as shown below:

![Gmail-automation-final-output](https://github.com/MaxineXiong/Gmail-Automation-RPA/assets/55864839/ba69bdb8-ca60-43dc-ac26-4c49e631e6e8)


## **Installation**

Before installing **UiPath Softwares**, please make sure your system meets the hardware and software requirements outlined in the **[UiPath documentation](https://docs.uipath.com/studio/standalone/2022.10/user-guide/hardware-and-software-requirements)**.

The **Uipath Platform** includes the following tools:

- **UiPath Studio**
- **UiPath Assistant**
- **UiPath Automation Cloud, including UiPath Orchestrator**


To run this project successfully, please follow these steps to install UiPath Studio:

***

Step 1 : Visit [uipath.com](https://www.uipath.com/) and click **Try UiPath Free** button.



Step 2: **Sign up** for a personal account.



Step 3: **Verify** your account in email.



Step 4: **Log into** the **UiPath Automation Cloud** using your account, and click the **Download Uipath Studio** button.



Step 5: Click **Sign in**.



Step 6: Select **UiPath Studio Pro**.



Step 7: Follow the system instructions to complete the installation of **UiPath Studio Pro**.




Please also follow these steps below to connect your local machine to the UiPath Automation Cloud for deploying this workflow (if desired):

***

Step 1: Sign up and log into [UiPath Automation Cloud](https://cloud.uipath.com/).

Step 2: Add a **Tenant**.



Step 3: **Edit** the user and assign the **Automation Users** role to grant them permission to execute processes.




Step 4: Go to the **Orchestrator** interface and click on **Tenant** in the left pane.




Choose **Folders** and then click the **+** icon to create a new folder.




Step 5: Navigate back to **Tenant** interface and follow the steps below to start adding an Automation User for Unattended Robot in **Manage Access**.



a) Scroll down to locate the target user, then assign the **Automation User** role to grant them the necessary permissions. Click **Next** button to move on to the next page.




b) In the *Personal automations setup* page, select the options to **Enable user to run automations** and **Create a personal workspace for this user and enable optimal Studio Web experience**, then click on the **Next** button.



c) On the *Unattended setup* page, check the option to **Enable this user to run unattended automations**, choose **Specific Windows credentials** for local machine connection to Orchestrator, provide **Domain\Username** of your user account on local machine (which can be found by executing `whoami` in Command Prompt), and enter the **Password** for accessing your local machine. Finally, click on the **Update** button.



Step 6: Now, go to the **Machines** page where you should see the workspace machine for the target user already created. Click the ellipsis to select **Edit Machine**.



Enter **1** for both the *Production (Unattended)* and *Testing* fields, then click the **Update** button.



Step 7: Now return to the newly created folder, choose the **Machines** menu, and click **Manage Machines in Folder** button to assign the machine you just configured to the folder.





You should now have both the **User** and **Machine** assigned to the new folder.



Step 8: Open **UiPath Assistant** and click **Sign In**. If you see the **green circle** in the top right corner, you’ve successfully connected your local *UiPath Studio* to the *UiPath Automation Cloud*.




You can confirm the connection by opening UiPath Studio and checking for a green circle at the bottom.



***

To **publish a process** from UiPath Studio to Orchestrator, **switch to the new folder** you just created in the Orchestrator, and then click to **Publish the process** as a package.



To learn more about other best practices on Orchestrator, please refer to the [Orchestrator User Guide](https://docs.uipath.com/orchestrator/standalone/2023.4/user-guide/introduction).


## **Usage**

To run the RPA workflow on your local machine, follow these steps:

1. Either **download** this repository to your local machine or **clone** it directly within your UiPath Studio.
2. Open the **UiPath Studio** software on your machine.
3. Locate and **open** the **Main.xaml** file from the downloaded repository in **UiPath Studio**.
4. **Run** the **Main.xaml** file to start the Gmail automation process.


## **Acknowledgement**

I would like to express my gratitude to the **[UiPath community](https://community.uipath.com/)** for providing resources, tutorials, and a platform for automation enthusiasts to learn and collaborate.


## **License**

This project is licensed under the [MIT License](https://choosealicense.com/licenses/mit/), which means you're free to modify, distribute, and use the code in your own projects.