Hi there!
I’m quite new to Power Automate and am looking to build a flow that can accomplish what I’ve detailed below.
When an email arrives within Outlook, do both of the following:
A. If subject line contains a string from a list of strings declared, move that email to an Outlook folder containing the matching string in its name.
AND
B. Save any attachments to a OneDrive for Business folder containing the same string in its name.
Context:
I manage a pipeline of clients for my sales team and my folders in Outlook are labeled by the client’s last name.
Let’s say my client, Mr. Jones, sends me an email with an income statement attached. I’d like for my flow to move the email to the folder titled “Jones” and then save the attachments to the OneDrive for Business folder that’s also titled “Jones.” Now, the attachments won’t always have file names that match the string, therefore the save attachment action would ideally need to run AFTER the move action is completed, unless I’m missing something.
I’m currently using Outlook rules to accomplish the move emails piece. It works fine, but it’s cumbersome. I have to create a new rule for every client. Sometimes the rules disappear. No option for save attachments.
Because our pipeline changes all the time, with clients coming and going, I’d like to be able to have one flow for the whole pipeline - one that references a master list of strings (mostly client names, maybe emails) that can be edited when a client is added or when a client leaves. If I have to have one flow per client, then so be it.
Any guidance is appreciated!
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