Outlook to Excel Assistant

This bot is designed to fetch the table content from the email body and convert it to an Excel workbook. It will then be saved to the OneDrive account

Top Benefits

  • Used to save the extracted HTML table from email body to OneDrive folder as an excel workbook
  • Use email body containing multiple tables

Tasks

  • Bot will fetch email filter conditions from config file
  • Loops through each mail according to the user preference (read/unread/all) and filter required emails
  • If all the filter conditions match, bot save the email body containing html table to local device path as html file
  • The html table is then converted to csv file by using the python package
  • CSV file then converted to Excel workbook and uploads to OneDrive account
The Outlook to Excel Assistant is used for any organization which fetches table content in an email body and creates an Excel workbook which can be saved to OneDrive. The config file is used to get filter conditions from the email and loops through each email accordingly. The bot will save the HTML file if all the conditions are matched and convert the HTML table into a CSV file using the Python package. The converted CSV file will create an Excel workbook and will save it to OneDrive

Setup process

Install

Download the Bot and follow the instructions to install it in your AAE Control Room.

Configure

Use the Bot in a bot, configure keys and other credentials the Bot will need (see the ReadMe for details.)

Run

That's it - now the Bot is ready to get going!

Requirements and Inputs

  • Python version 3.x and above
  • Python packages – BeautifulSoup4
  • Office365 Account

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