Outlook Activities

Version: 1.0.0  ·  ID: zoan-packages-outlook  ·  Author: Zoan Software

The Outlook package automates Microsoft Outlook desktop: sending emails, reading the inbox, downloading attachments, moving messages between folders, replying and deleting. It is ideal for mail-based processes: reading orders that arrive by email, downloading attached invoices, sending notifications, classifying messages.

Requiere Outlook instalado y configurado

These activities control the Outlook desktop client (via COM) using the accounts you already have configured on the machine. Therefore, on the computer where the bot runs:

• Microsoft Outlook must be installed and at least one account signed in.
• Typically requires an active user session (attended mode or an agent with an interactive session).

If you need to send/read mail without Outlook (via generic SMTP/IMAP server), use the SMTP/IMAP package.

The account and the session (optional)

Most activities work directly, without prior steps: they use the default Outlook account. For example, you can put a Outlook Get Emails on its own and it will read your Inbox.

If you need to use a specific account (not the default one) or do several operations in a row efficiently, open a session with Outlook Connect:

Outlook Connect   account = "soporte@empresa.com"
 └─ body:
      Outlook Get Emails   folder = "Inbox"   → output: correos
      ... procesar ...

Within body, activities inherit the session (and your account) automatically, and close themselves when finished. Without body, Outlook Connect returns the session as a variable and you close it with Outlook Close.

The flow with EntryID

The core pattern of this package: Outlook Get Emails returns an email list (ZoanMail). Each email has a unique identifier, its EntryID, accessible as .Id. The other activities (save attachments, move, mark, delete, reply) receive that entryId to know which email to act on.

Outlook Get Emails   folder = "Inbox"   unreadOnly = true   → output: correos
For Each   items = = correos   itemVariable = correo
 └─ activities:
      Outlook Get Attachments   entryId = = correo.Id   outputDir = "C:/adjuntos"   → output: archivos
      Outlook Mark Read         entryId = = correo.Id
      Outlook Move Email        entryId = = correo.Id   targetFolder = "Inbox/Procesados"

The properties of each email (.Subject, .From, .Body, .Attachments, .IsRead…) are documented in Data types › ZoanMail.

Activities

Session (optional)

Activity	Type	Output	What it does
Outlook Connect	outlook-connect	ZoanOutlookSession	Open a session (specific account / various operations)
Outlook Close	outlook-close	—	Close an open session

Enviar y responder

Activity	Type	Output	What it does
Outlook Send Email	outlook-send	—	Send an email
Outlook Reply	outlook-reply	—	Reply to an email

Read

Activity	Type	Output	What it does
Outlook Get Emails	outlook-get-emails	List	Read emails from a folder
Outlook Get Attachments	outlook-get-attachments	List	Save email attachments

Organizar

Activity	Type	Output	What it does
Outlook Mark Read	outlook-mark-read	—	Mark an email as read/unread
Outlook Move Email	outlook-move-email	—	Move an email to another folder
Outlook Delete Email	outlook-delete-email	—	Send an email to Deleted Items

Next steps

• Outlook Get Emails — read the inbox.
• Outlook Send Email — send emails.
• Data types › ZoanMail — the properties of a mail.
• SMTP/IMAP — alternative without Outlook installed.