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setting_up_the_bat_for_auto_book [2021/12/02 05:57]
autobook 		setting_up_the_bat_for_auto_book [2022/01/01 05:54] (current)
autobook
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-===== - Setting up The Bat for Auto Book =====+===== Setting up The Bat for Auto Book =====
  
-The Bat is an email client that allows for running a program and passing email contents such as text body, subject, etc. as parameters to that program via a hotkey.+The Bat is an email client that allows for running a program and passing email contents such as text body, subject, etc. as parameters to that program via a hotkey (available for download on the [[https://www.ritlabs.com/en/products/thebat/|publisher's website]], although not free).
  
 Thus, Auto Book can access all relevant data associated with an email and process them using extraction schemes. Thus, Auto Book can access all relevant data associated with an email and process them using extraction schemes.
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 1) In case you don't only need information from the email text body, but also information contained in the email's headers such as subject, sender name, sender address, or date, Auto Book will receive and process all data by pressing a single hotkey, while normally, you would have to either concatenate the data beforehand or open and select the email source. 1) In case you don't only need information from the email text body, but also information contained in the email's headers such as subject, sender name, sender address, or date, Auto Book will receive and process all data by pressing a single hotkey, while normally, you would have to either concatenate the data beforehand or open and select the email source.
  
-2) Using The Bat allows you to associate the extraction scheme and database you want to use with a hotkey, i.e. you can set up different hotkeys to pre-select different extraction schemes/databases in the [[start#Data Preview]], e.g. depending on the client that sent the email.+2) Using The Bat allows you to associate the Extraction Scheme and Database you want to use with a hotkey, i.e. you can set up different hotkeys to pre-select different Extraction Schemes/Databases in the [[start#Data Preview]], for example depending on the client that sent the email.
  
 Here's how to set up The Bat for data transmission to Auto Book: Here's how to set up The Bat for data transmission to Auto Book:
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 <code> <code>
 C:\Auto Book\DataInput.exe "%TEXT //$// %OSUBJ //$// %ODATESHORT //$// %OFROMNAME //$// %OFROMADDR //$// [extraction scheme] //$// [database]" C:\Auto Book\DataInput.exe "%TEXT //$// %OSUBJ //$// %ODATESHORT //$// %OFROMNAME //$// %OFROMADDR //$// [extraction scheme] //$// [database]"
 +</code>
 +
 +Example: 
 +
 +<code>
 +C:\Auto Book\DataInput.exe "%TEXT //$// %OSUBJ //$// %ODATESHORT //$// %OFROMNAME //$// %OFROMADDR //$// Client1 //$// OverseasClients"
 </code> </code>
  
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 All done. Exit the Sorting Office, click on an email and press the hotkey you have chosen to see if the Auto Book [[start#Data Preview]] opens. (If not, you probably haven't provided the proper path to the Auto Book folder.) All done. Exit the Sorting Office, click on an email and press the hotkey you have chosen to see if the Auto Book [[start#Data Preview]] opens. (If not, you probably haven't provided the proper path to the Auto Book folder.)
  
-Note there are other ways to configure The Bat depending on your needs. For example, you could leave the checkbox **This rule is executed only by pressing the hotkey** unchecked and restrict the filter to a specific folder on the filter's **Folders** tab if you have a specific email folder where only purchase orders are received and you want to call Auto Book automatically whenever that happens. The Bat offers a lot of flexibility and savvy users might have other ideas. +Note there are other ways to configure The Bat depending on your needs. For example, you could leave the checkbox **This rule is executed only by pressing the hotkey** unchecked and restrict the filter to a specific folder on the filter's **Folders** tab if you have a specific email folder where only purchase orders are received and you want to call Auto Book automatically whenever that happens. Or you could configure a filter that calls Auto Book automatically when a certain trigger word such as "purchase order" is included in the subject line. The Bat offers a lot of flexibility and savvy users might have other ideas.
- +
  
setting_up_the_bat_for_auto_book.1638421046.txt.gz · Last modified: 2021/12/02 05:57 by autobook

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