Generate a Mortgage Payoff Letter - Word, PDF and email the pdf as an attachment.
Dependencies: Robocorp Lab, local vault setup, docx2pdf(pip library), python-docx(conda library).
The dependencies are already packaged in this solution
FYI, this has only been tested on MacOS and may or may not work for other operating systems.
Task.robots: orchestrates the process of creating a word document, creating a pdf, emailing the pdf and deleting files
Libraries: contains the CreateDocs.py with methods to create word doc and pdf
devdata: contains the env.json (for environment variables such as the gmail account credentials). The env.json -> "RPA_SECRET_FILE" needs to be configured to link to your local json vault. A sample vault.json
{
"credentials": {
"username": "any email account",
"password": "your email password",
"recipient": "recipient email address"
}
}
Configure local vault - https://robocorp.com/docs/development-guide/variables-and-secrets/vault
Send smtp email - https://robocorp.com/docs/development-guide/email/sending-emails-with-gmail-smtp