Could set it up so these email attachments are automatically saved to the drive the moment they enter your inbox no matter where you are so you could be sleeping and it's working for.
You you don't have to hire an assistant you just need five minutes to set up your flow in power automate here's how it works you open up your.
Browser you go to office.com log in with your credentials and then you bring up power automate so i'm going to go to more apps here and select power automate i want to create a.
New flow so click on create this flow is going to be an automated cloud flow why well because the trigger is the email so the moment an email enters my.
Cloudflow let's give this flow a name i'll call it save attachments the flows trigger is for outlook so let's type in outlook to see the options.
That we have we have when a new email arrives in a shared mailbox when a new email arrives mentioning me or when a new email arrives this is more.
Generic is for outlook office 365. i'm gonna go with this one select it click on create first thing to decide on is the folder so if you have a rule that moves emails to a specific folder based.
On the subject or the sender then you can select that specific folder in this case i'm just going to go with inbox so i'm basically going to be scanning each single email that enters the inbox.
Let's go and show advanced options and adjust more settings so one thing i want to do is make sure that it's an email that has attachments so for only with attachments we're gonna.
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Select yes you can adjust the importance
So if you only want important emails so emails that are marked with high importance to have the attachment saved then you can adjust.Your selection here in this case i don't care so i'm going to go with any for include attachments i'm going to go with yes and for subject filter well i want to scan for a specific.
Subject and that subject is project excel plus because everyone working on this project knows that whenever you send attachments regarding this project you need to have project excel plus as a.
Subject i can put in specific senders but in this case i'm just going to leave it empty because it doesn't matter who it comes from right so you have all these different options to adjust once.
You're done add a new step now we want to make sure that every single attachment is saved so what we're going to need is a control and that control is an apply to each.
We want this to apply to each attachment so it says that we need to select an output from the previous step well the output of the previous step is the metadata that comes from this email.
That's arrived and here we need to use dynamic content what we want to grab is the attachment if i go all the way to the bottom i can see attachments here.
Once we have the attachment we need to save this on the drive it depends where you want to save it in this case let's say i'm collaborating with other people and i want to save it on sharepoint what.
I need to do is to create a new file on the drive so let's just see where we have create file that's right here select that now we need to put in the sharepoint address select your address.
Next you need to decide on the folder
Path so if you've already created a folder that you need you can select that in this case i'm going to save everything.In reporting next i need to give each attachment a file name well that's going to be dynamic content and it's just going to be based on the name of the attachment.
So if we scroll down we should see something like attachment name which is right here then it's file content and that's the content of the attachment we don't have.
Many options anyhow so let's just select that okay so so far so good everything is set up let's save this so we're saving everything to monthly.
Reporting now it's not any attachment that comes in but it's only for emails that have project excel plus as the subject so let's test it out i'm going to click on test right here we're going.
To test this out manually click on test now i'm just going to go ahead and send an email that has project excel plus as the subject and that email has attachments and let's see if the.
Attachments get saved properly okay so i sent an email that has project excel plus as the subject we have two separate excel files attached to this email now let's jump back to our flow it says.
That your flow ran successfully we can see here that it's succeeded so let's check if our files actually got saved on the drive i'm going to bring up sharepoint documents this is the monthly.
Reporting folder and we have the two files that were in the attachment automatically saved in here if an email arrives that doesn't have project excel plus as the title then these attachments.
Are not going to be saved and notice that it's not case sensitive i've typed everything in small letters and it still got picked up now you could also create subfolders depending on the sender.
So let's say for this project we want to keep the files that we receive from our boss in a separate folder to everything else you can create subfolders here so let's just go ahead and create a new.
Folder i'll call this one boss and let's say everything else we just want to save directly here boss's files will go in the boss folder let's go back to our flow and add a step.
Here now that action is going to be a condition to check for a specific email now it can also be a switch so if you have multiple different checks you want to check if it's from the boss or from.
Also another person and always save these in different folders you can use a switch it's similar to the switch function in excel.
In case you have multiple if statements you can always add multiple switches the switch is going to be on the from field so depending on who we receive this email from.
We are going to decide what to do now that from field let's say equals info at excelplus.com so let's assume that this is the boss what we want to happen let's add an.
Action you just have to repeat what we did before we need an apply to each we're going to apply to each attachment let's scroll all the way down.
And select attachments i'm just going to delete that then let's add an action go with sharepoint and save the files basically we have to.
Create a new file on sharepoint select create file and select the sharepoint drive you can of course have different locations that you want to save everything from so if.
It's from the boss and you happen to want to save it on your onedrive you can let's select the folder so in this case we are going to go with the subfolder that we just created called the boss.
Folder the file name that should be dynamic that's depending on the attachment name so let's see where we can find that it's.
Right here attachment name file content is attachment content right so the dynamic content makes it really easy to manage now with the switch you can have.
Multiple cases so we could add another one and check for another email address and decide where we want to save that file we can add as many cases as we need now in this case just to keep.
It simple i'm going to delete the other case and just go for the default conditions if no case contains a matching value what do we want well we want to save.
Everything to that monthly reporting folder so i'm just going to drag and drop this inside the default everything is set up.
I'm just going to save this now i'm gonna go ahead and send a few emails with attachments and let's see where they get saved a few moments later okay.
So i've gone ahead and sent a few emails there is one email with attachments but it doesn't have excel plus in there so it just says not for a project this attachment shouldn't get saved then.
I have another one it says for project excel plus so there are two attachments here these two pdfs these should be saved but they aren't from the boss so they should be saved just directly under.
The monthly reporting folder this one is from the boss so the monthly sales reporting this should get saved inside the boss folder now let's go ahead and see if this works i'm going to.
