Example Use Case : Automated Email-to-Excel Data Extraction

A digital worker continuously monitors the inbox for specific, relevant emails. Upon detection, it extracts key data from the email content and automatically populates a predefined Excel template, ensuring accuracy and efficiency.

• Email Monitoring

  • The digital worker continuously scans a designated inbox or folder.

  • Filters and selects only relevant emails based on subject lines, senders, keywords, or attachments.

• Data Extraction

  • Extracts structured data directly from the email body or parses attachments (e.g., PDF, HTML, or plain text).

  • Applies rules to identify key fields (e.g., customer info, order details, timestamps).

• Excel Template Population

  • Opens a standardized Excel template.

  • Maps and inputs extracted data into specific cells or rows.

  • Saves and optionally routes the file to a designated folder or recipient.

• Logging & Error Handling

  • Maintains logs of processed emails and entries.

  • Flags anomalies (e.g., missing data, format issues) for manual review.

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