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Move file by extension and name

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Hello everyone. Every day I receive an email with a zip file attached. What I would like to do is automatically save the zip folders that I receive in the email, but only extract the .xls files that contain the word "summary" in their names. I have managed to achieve the automatic saving of the zip folders and the extraction of only .xls files, but I cannot figure out how to filter by text in addition to the extension. Lastly, I would like this workflow to activate automatically (in the background) every time I receive that email.

Is feasible as a task? Thank you very much everyone.

  • Verified answer
    WillSG Profile Picture
    WillSG 350 on at
    Re: Move file by extension and name

    That’s great that this helps you automate the process, now about the automation process, this is a simple Robot, see image below.

     

    This Bot can be started, and he will run by itself every 10 min/600 seconds.

     

     The PA solutions is way different, but taking into consideration that you are starting with RPA, this will help you understand the logic behind a solution a little bit more.

     

     

    Hope this helps,


    If I have addressed your inquiry successfully, kindly consider marking my response as the preferred solution. If you found my assistance helpful, a 'Thumbs Up' would be greatly appreciated.

     

    Additionally, I offer specialized consultancy and development services leveraging PAD. If you're interested in exploring these services further, feel free to DM me, and we can initiate a discussion.

     

    Kind regards,

     

    Will SG

    Managing Director & Automation Lead

    RAMS CR (Recruitment & Automation)

    LinkedIn Profile



    WillSG_Screenshot 2024-01-31 142920.png

  • Luigimittler Profile Picture
    Luigimittler 8 on at
    Re: Move file by extension and name

    Hi Will, your response was very helpful, thank you. I'm sorry to bother you again, regarding the first solution about automating data extraction upon email arrival. Could you be more specific with the steps? Unfortunately, I only found out about PAD today, after my boss told me that "I had to manually extract the Excel files from these daily emails because Outlook doesn't allow automatic attachment downloading" (I didn't want to follow his advice). So I'm not very proficient with this application yet. Thank you very much again for your help.

  • Verified answer
    WillSG Profile Picture
    WillSG 350 on at
    Re: Move file by extension and name

    Hi @Luigimittler  I hope you are doing well.

     

    Here are my asnwers to your inqueries.

    Q/Lastly, I would like this workflow to activate automatically (in the background) every time I receive that email. Is feasible as a task?

    R/YES, is totally feasible, there 2 ways to do it:

     

    1-Create a Power Automate Flow to review the inbox and once he gets the email needed, this will trigger the PAD solution to extract the data.

    2-Create a PAD Bot that you will start manually, and you can set up a timer let’s say 30 min, so every 30 min the Bot will check your inbox and if he finds the require email the Bot will extract the data

     

    Q/What I would like to do is automatically save the zip folders that I receive in the email, but only extract the .xls files that contain the word "summary" in their names. I have managed to achieve the automatic saving of the zip folders and the extraction of only .xls files, but I cannot figure out how to filter by text in addition to the extension.

     

    R/If you are saving the zip file and getting the .xls files that’s great, then what you need to have is a few actions that will do the following, basically clean up the files saves, here is the process:

     

    • Use Get Files in Folder Action to get the list of files that have the .xls suffix. This will generate the variable %List%
    • Use a For Each action and use the %List% variable.
    • Into the For Each you will use an If Action and set up the action like this:
      • If %CurrentItem% Does Not Contain the Keyword “summary”
    • Finally, in the If Action you will use the action Delete Files, so every time the For Each process finds that the File doesn’t contains the keyword “Summary” that file will be deleted, and you will end up with only the correct files.

    Hope this helps,


    If I have addressed your inquiry successfully, kindly consider marking my response as the preferred solution. If you found my assistance helpful, a 'Thumbs Up' would be greatly appreciated.

     

    Additionally, if you have any questions, feel free to DM me, and we can initiate a discussion.

     

    Kind regards,

     

    Will SG

    Managing Director & Automation Lead

    RAMS CR (Recruitment & Automation)

    LinkedIn Profile

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