Automate Academy Triggers
Automate Desktop

Email Trigger

Chapter 4 | Automate Triggers

Learn how to use an email to trigger an Automate task. Pat Cameron, Director of Automation, gives you a guided tutorial on how to use the email trigger in Automate. In this video you’ll learn how to:

  • Select the email trigger settings
  • Set up filters for your email trigger
  • Run a test to ensure your email trigger is running

Watch this chapter now to learn more about the email trigger.



[Pat Cameron:] Let's take a quick look at the email trigger in Automate. So I've got a task here that actually what it's going to do is it's going to process the email that we're watching and waiting for. I had a customer that wanted to parse out the body of the email and then write it out to a website.

So I just set up the email action [00:00:30] to get the email, put it in a data set and then we're going to parse through it and actually I'm just going to write it out to Google.

But, we're here to talk about the trigger. So you can add in any number of triggers to a task and one of the options that you have here is for an email trigger. So when you set this up what Automate will do is it will monitor whatever inbox or whatever folder that you're watching for.

Currently, it is available [00:01:00] for exchange, various flavors. What's the email address that we're going monitor? What's the user and passwords we can log into the email system? You can use authentication of a Window's user. Here we're watching in the inbox, but you can add any folder. If you're routing those emails to a specific folder you can add that as well as some proxy information.

Now, for filters, it's optional. You don't have to have any filters, so if you want to capture any email or trigger [00:01:30] off of any email that comes into that inbox you can just leave it blank.

I'm waiting for the subject line to have credit in that subject, but, as you can see, I can monitor based on any field, the from, to, attachment, name, size, date and time, contains or doesn't contain, equals or doesn't equal. And I'm looking for credit. This customer was working with credit bureau information so that what's we used.

And then the same behavior options that you have [00:02:00] for other triggers. Do you want it enabled or disabled? And do you want it to trigger if the condition is true on startup or do you want to wait for a couple of iterations? So once you've got your trigger set up, you just go back to the task.

So we're going to run a little test here. I've got another task that sends an email to the automate.demo inbox that's got credit in the subject line, so I know that that will trigger. So here's my inbox. I'm going to run that first task to go ahead and send [00:02:30] the email and then I'll show you what happens as soon as that email hits the inbox.

So you can see that task is running, because it lights up in green. It's finished. There's my email. And now automatically that second task is going to start running and process that email. So the trigger happens almost immediately, as soon as it sees that file in the inbox, and now, it's just running through and parsing out that email, putting it into Google.

So, that's the email trigger, [00:03:00] pretty simple and straightforward.


Ready for the next chapter?

Chapter 5: Database Trigger