Email to Excel Automation

Overview

A US-based bottled water company was managing a manual process to extract data from email-attached text files, convert the content into Excel format, and share results with stakeholders. The existing workflow was prone to delays and errors, requiring dedicated human effort to check emails, identify and process the right attachments, and manually share formatted outputs. TechTiera implemented a Kofax RPA-driven automation that eliminated manual involvement and delivered higher accuracy, speed, and auditability.

The Challenge

The key challenges included:

• Reading emails and identifying the correct .txt file attachments
• Structuring unformatted text content into a usable Excel layout
• Distributing both the original and processed files via email
• Archiving processed emails and deleting intermediate files to avoid duplication
• Sending status notifications and handling scenarios where attachments were missing

The process required careful logic and precision to ensure correct formatting and timely delivery of financial and operational data.

The Solution: Automated Txt-to-Excel Pipeline Using Kofax RPA

TechTiera’s solution automated the complete workflow:

• Accessed Outlook via API to scan for relevant emails
• Downloaded only valid .txt attachments
• Parsed and restructured the content into a predefined Excel format
• Emailed both the original .txt file and generated Excel output to stakeholders
• Archived the emails and deleted local files after successful processing
• Sent notifications for missing attachments or unhandled scenarios

This streamlined solution minimized errors, sped up reporting, and enabled transparency through automated alerts.

Results & Business Impact

Estimated Benefits:

• 80+ hours/month saved through automation
• Zero-touch data transformation and delivery
• Reduced risk of miscommunication or incorrect formatting
• Increased productivity and stakeholder satisfaction

Estimated Annual Cost Savings: $35,000 to $50,000 from time saved and reduced manual labor.

Why It Worked

• Precision parsing and conversion of unstructured text
• Intelligent attachment filtering and file handling
• Smart error detection and fallback communication
• Fully automated and repeatable across multiple use cases

Call to Action

Still relying on manual email and spreadsheet workflows?
Let TechTiera automate your data pipelines for speed and reliability.