PDF invites creator robot

Get the code and run this example in your favorite editor on our Portal!

This robot will generate a personalized PDF invitation for each participant to an event starting from an Excel file.

Excel worksheet to PDF files

This robot will:

download and collect the data from an Excel file
process the data into the correct format
loop through the data and generate a personalized PDF for each event participant using a template into a temporary folder
collect all generated files into a zip archive in the output folder
write log files
clean up after itself by deleting the temporary folder

Robot script

*** Settings ***
Documentation       Creates PDF invitations based on Excel data.

Library             RPA.Archive
Library             RPA.Excel.Files
Library             RPA.FileSystem
Library             RPA.PDF


*** Variables ***
${EXCEL_FILE_PATH}=                 ${CURDIR}${/}devdata${/}Data.xlsx
${PDF_TEMP_OUTPUT_DIRECTORY}=       ${CURDIR}${/}temp
${PDF_TEMPLATE_PATH}=               ${CURDIR}${/}devdata${/}invite.template


*** Tasks ***
Create PDF invitations
    Set up directories
    ${invitations}=    Collect invitations from the Excel file
    FOR    ${invitation}    IN    @{invitations}
        Run Keyword And Continue On Failure
        ...    Create PDF file for invitation
        ...    ${invitation}
    END
    Create ZIP package from PDF files
    [Teardown]    Cleanup temporary PDF directory


*** Keywords ***
Set up directories
    Create Directory    ${PDF_TEMP_OUTPUT_DIRECTORY}
    Create Directory    ${OUTPUT_DIR}

Collect invitations from the Excel file
    Open Workbook    ${EXCEL_FILE_PATH}
    ${invitations}=    Read Worksheet    header=True
    Close Workbook
    RETURN    ${invitations}

Create PDF file for invitation
    [Arguments]    ${invitation}
    Template Html To Pdf
    ...    ${PDF_TEMPLATE_PATH}
    ...    ${PDF_TEMP_OUTPUT_DIRECTORY}/${invitation["first_name"]}_${invitation["last_name"]}.pdf
    ...    ${invitation}

Create ZIP package from PDF files
    ${zip_file_name}=    Set Variable    ${OUTPUT_DIR}/PDFs.zip
    Archive Folder With Zip
    ...    ${PDF_TEMP_OUTPUT_DIRECTORY}
    ...    ${zip_file_name}

Cleanup temporary PDF directory
    Remove Directory    ${PDF_TEMP_OUTPUT_DIRECTORY}    True

Excel file

The event participation information is stored in an Excel file (devdata/Data.xlsx):

first_name	last_name	address	city	date	time
Reynard	Mouse	4 Service Center	Toronto	2019/07/03	10:00 PM
Elisabeth	Kilfoyle	197 Ronald Regan Drive	New York	2019/05/03	10:20 PM
Cyril	Blundon	3554 Chive Circle	San Francisco	2019/05/10	1:33 PM
Vincenz	Paolazzi	20533 6th Crossing	Milan	2019/12/14	6:58 AM
Jeannie	Charge	9 Michigan Street	Kansas City	2020/02/12	4:27 AM
Alexio	Hellis	8 Grim Trail	Lahore	2019/05/05	5:04 PM
Luca	Viel	91764 Reindahl Park	New Dehli	2019/12/17	8:37 AM
Sly	Lammerts	8077 Pennsylvania Drive	Helsinki	2020/02/09	11:23 PM
Leah	Mithun	3619 Oxford Place	Stockholm	2019/10/30	1:15 PM
Maridel	Sneezum	4 Cambridge Center	London	2020/03/26	11:24 AM

PDF template file

The example includes a invite.template file in the devdata folder:

<h1>Event Invitation</h1>
<br />
<p>Dear <b>{{first_name}} {{last_name}}</b>,</p>

<p>You are invited to our event on <b>{{date}}</b> at <b>{{time}}</b>, at <b>{{address}}</b>, <b>{{city}}</b>.</p>

<p>Bring a friend, and don't be late!</p>

<p>Kind regards,</p>

<p>Robot Events Inc.</p>

Learn more about the libraries mentioned on this page:

May 4, 2022