How To AutoMate Email and SMS Notification

Applies To: AutoMate 6, AutoMate BPA Server 7, AutoMate 5, AutoMate 7, AutoMate 8, AutoMate BPA Server 8, AutoMate 9, AutoMate BPA Server 9

Video Summary

The Email Action is one of the most popular actions used. Watch this short video on how to generate and process (read) an email.


More Tutorials

Automate Complete Introduction 6/21/171569 views
The Automate Enterprise Ops Console Overview 5/17/171333 views
Getting Started With AutoMate 10 2/19/159685 views
Getting Started With BPA Server 10 1/30/154747 views
How to Extract Information from Exchange 11/29/125325 views
How To AutoMate VMware 10/29/127986 views
How To AutoMate Amazon Web Services (AWS) 9/25/127156 views
How To AutoMate Email and SMS Notification 8/28/1211009 views
How To AutoMate PowerShell Scripts 7/31/1219838 views
How To AutoMate Web Services 7/5/127622 views
How To AutoMate Web Extraction 7/5/127437 views
Getting Started: BPA Server 9 2/24/128537 views
Getting Started With AutoMate 9 1/6/1220887 views
Overview of the BPA Server Management Console (SMC) 2/24/116390 views
Getting Started With BPA Server 8 2/16/116879 views
Getting Started With AutoMate 8 12/21/1017126 views
Interacting with a Drop-Down Menu 1/24/0819924 views
AutoMate BPA Server Agent Deployment 12/18/0715653 views
User Resource Center 10/16/0710926 views
Account Page 10/16/079324 views
AutoMate BPA Server 7 10/16/0726014 views
Looping and Sending Emails From a List 5/22/0713746 views
Looping With Excel 3/23/0722039 views
Terminal Emulation 2/20/0716630 views
Download File from Web 1/16/0718816 views
Web Account Login 11/20/0622078 views
SQL Query a CSV File 9/1/0630074 views
FTP Uploads by Files Last Modified Date 7/18/0617347 views
FTP Download by Date 6/1/0618967 views
The File Watcher and FTP Actions 3/14/0628193 views
AutoMate 6 Intro (Outdated, See "Getting Started With AutoMate 8") 3/13/0661352 views

Comments (9)

  1. 1/19/14 by Tonij Trisno
    How to configure the default mail server setting?
  2. 1/22/14 by Leonard Amabile
    @Tonij Trisno - From AM9 Task Administrator, go to Options > Default Properties > Email. From BPA9 SMC, go to Options > Default Properties > SMTP. You can enter the SMTP server information at these 2 locations for the Send Email action to reference when sending email.
  3. 6/21/14 by Anonymous
    How do you send a different message if the parent task has failed?
  4. 4/22/15 by Anonymous
    There is an On Error Property that can be assigned to all task. From the AutoMate Task Administrator, right click on the parent task --> go to the task properties --> Select "On Error" and Enter the To and From Email Addresses. An email will be sent out if the task fails as long as the default mail server settings are configured with your email server information.
  5. 8/7/15 by Stuart Nelson
    Stupid question but can't find an answer anywhere: I am using Server version (BPA9). I want to call one Task in a Workflow multiple times from another Task. On the PC version, the "Start Task" action allows you to do this. It has the option "Start A Managed Task" and you can select from drop down. However on the Server version this option is missing. The option "Task File To Start" is present only, but not the one I need. Am I missing something really obvious (I am relatively new to AutoMate)???
  6. 8/10/15 by Valentineo McGowan
    Hello Stuart, From within Workflow Designer, navigate to the Repository pane in the bottom left hand corner of the window. Select the Tasks folder and find the desired task you will like to add to the open workflow in question. You may add the same task numerous times if you so choose.
  7. 3/17/16 by Anonymous
    You hit the nail on the head. Thanks for the info, you made it easy to understand. BTW, if anyone needs to fill out a a form, I found a blank fillable form here
  8. 9/8/16 by Anonymous
    I'm looking to send an email through gmail. How do I set up the Server drop downs to do this? Also, do I click on System, Host, Session
  9. 9/8/16 by Ricardo Castaneda
    Hello, The link below will provide an example on how it should be setup.
Please sign in to your account or your comment will be forever stored under "anonymous".
Include Code Snippet

Search the URC

Subscribe to Version History via RSS
Subscribe to Version History via RSS
Version Watcher

11.0.1 changelog
11.0.1 changelog
other versions downloads


Subscribe to Latest Resources via RSS
Subscribe to Latest Resources via RSS
Latest Resources

show filter options

Subscribe to Forum Posts via RSS
Subscribe to Forum Posts via RSS
Forum Posts