You’re offline. This is a read only version of the page.
I am working within a team that have built Sharepoint files for each client. Each folder is identified by a reference number (eg. E183-2023) and holds all types of documents related to the client - pdfs, word, images, anything sent by them or to us. A new process means any emails (and attachments) coming in or out of the shared Outlook related to that client need to be copied into their Sharepoint folder.
This has created a lot more work in moving and labelling - something I know should be possible to automate in some way.
Ideally:
1. Email comes in.
2. Staff identifies content and updates subject line to [REF - Who - Subject]
3. Email moved to folder in Outlook for labelled emails
4. Automated flow identifies REF folder from Sharepoint folders
5. Email is copied into Sharepoint folder with attachments.
As well as a similar system for outgoing emails (REF - Staff - Subject line)
Has anyone else come across this bottleneck before? Is there a way, either by flows or macros, that any emails coming in or out from that inbox could be copied and matched up to the relevant Sharepoint folder?
Share
Report
All responses (
Answers (
410
