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Create Planner tasks using incoming emails Flow

Introduction
This blog focuses on how using Flow you can automate the process of monitoring incoming emails and create tasks in existing Plans in Planner. The Flow is smart enough to focuses on new emails only and ignore replies.

 

Setting the scene
In this scenario the flow is focusing on the email subject line and looking for existing plan names, for example Flow is looking for #11111 or #22222 anywhere in the subject line. Based on which plan is found a tasks is created.  The task Title is uses the From variable of the incoming email and start date of the task is the same as the day the email was received.  Finally, Flow It is also looking for RE: or Re: in the subject line and if it finds it then the flow automatically ends.

 

Plans in Planner
Currently we have two existing plans, #11111 and #22222. These are the plans Flow will be looking for.

 

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Flow

Here is how the flow works. The PlanNameVar variable is used to capture only the '#' + 6 numerical values after it. The condition is used to see if the email subject contains RE or Re. The condition uses the Or expression which is explained in detail in this article https://docs.microsoft.com/en-us/flow/use-expressions-in-conditions#use-the-or-expression

 

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Video

 

 

 

Conclusion
Currently, the Planner connection is under preview and the actions are subject to changes. In addition if you wish to store more information then you can use the SharePoint Site that is automatically created for each plan.

 

Hyperlinks
Using the Or Expression 

 

Comments

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  • SIqbal_2019 Profile Picture SIqbal_2019 35
    Posted at
    Create Planner tasks using incoming emails Flow

    @darogael  I am new to flow and not able to follow your steps for variable. it ask me to add type and on set variable .. also can we use this for a planner which has text name instead of number? thanks 

  • Create Planner tasks using incoming emails Flow

    Dear Daniel,

     

    I'm trying to create similar like flow but update item fails to work.On list A, if there is change and change is equal to Shedule, it will create an item on B. if any other, it should update the item on B. But its updating all rows as same item value. Please guide me how can update each item change wrt to item.

    ask them.JPG