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Session Id : +R9dgr6YIrNsVoBMbqO5uw
Power Automate - Building Flows
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Automatically export email and attachments to SharePoint when I move the email from the Inbox to a specific sub-folder (trigger).

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Posted on 12 Mar 2024 14:17:26 by 2

I want to automatically export an Outlook email and its attachments to a SharePoint folder when I move the email into a sub-folder within my inbox (trigger). NOTE: this is NOT a shared inbox. I have seen PowerAutomate options, but they seem to be limited to Shared Inboxes and emails that are 'incoming'. I have created a folder structure that includes a folder for each activity I support. I want to be able to take emails that are already in my inbox and have them auto exported or copied to a specific folder in a SharePoint library as I file them in my various Outlook folders. This will allow the team to have access to those emails as various activities arise which may require some history. We use O365.

  • SS-28010126-0 Profile Picture
    3 on 28 Jan 2025 at 01:30:38
    Automatically export email and attachments to SharePoint when I move the email from the Inbox to a specific sub-folder (trigger).
    Hi, did you ever figure this out?  I am trying to do the same thing..  I got close using Copilot, but I am having issues with the 4th step (creating files in my SharePoint).  Wanted to share my instructions with you, in case you could figure it out, or if you found a better way to accomplish.  Note, this tutorial only covers saving email attachments... I'm getting stuck at automatically saving the actual emails to the sharepoint group (ie, conversations)
     

    You can achieve this using Microsoft Power Automate. Here's a step-by-step guide to set up a flow that automatically exports emails and attachments to SharePoint when you move them to a specific sub-folder in Outlook:

    1. Create a New Flow:

      • Go to Power Automate and sign in.
      • Click on Create and select Automated cloud flow.
    2. Set the Trigger:

      • Search for the trigger "When a new email arrives in a shared mailbox (V2)".
      • Since you want to trigger the flow when an email is moved to a sub-folder, you can use the "When a new email arrives in a folder" trigger instead.
      • Select your Outlook account and the specific sub-folder.
    3. Get Email Attachments:

      • Add a new step and search for "Get attachments (V2)".
      • Select your Outlook account and use the Message Id from the trigger step.
    4. Create Files in SharePoint:

      • Add another step and search for "Create file".
      • Select your SharePoint site and the document library where you want to save the attachments.
      • Use the Attachments Name and Attachments Content from the previous step.
    5. Save the Flow:

      • Name your flow and click Save.

    This setup will ensure that whenever you move an email to the specified sub-folder, its attachments will be automatically saved to your SharePoint folder.

    If you need a more detailed walkthrough, there are helpful tutorials available online, such as this one on YouTube

    https://www.youtube.com/watch?v=C5OdvFEtkoc

     

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