Optional: Defining Sendgrid templates

Define the Sendgrid templates according to the IBM RPA email routines needed. SendGrid templates generate identifiers that you must save and provide at the IBM RPA on premises server installation.

Before you begin

Important:SendGrid integration with IBM RPA supports legacy templates only.

IBM RPA is not responsible for visual aspects of the template. When the templates have the required variables, they are ready for use regardless of how the HTML and CSS are structured. Learn more about the IBM RPA email routines and their variables in Email routine templates.

Procedure

Follow the "Create and Edit Legacy Transactional Templates 🡥" procedure to create legacy templates on Sendgrid. You must get the templates' identifier, so you can provide it at the IBM RPA on premises server installation.