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setting_up_the_bat_for_auto_book

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setting_up_the_bat_for_auto_book [2021/12/02 06:32]
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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 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.1638423136.txt.gz · Last modified: 2021/12/02 06:32 by autobook