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Power Platform Community / Forums / Power Automate / Advice appreciated: Cr...
Power Automate
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Advice appreciated: Creating a SIMPLE Email Self-Service tool using Flow

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Posted on by Microsoft Employee

Hi!


I am new to Flow and couldnt find anything on the below, hopefully I didnt fail searching. If so: please excuse any annoyances.

 

Task:

I want to implement a VERY BASIC Self-Service Platform to respond with an email with documents, attached, based on subject line.

 

As an example:

 

1. Emails is received

2. Flow checks if subject is (exactly!) "Template Lease Agreement" . 

3. If yes:

   a. System responds with an email with a defined text  in the body and an ATTACHED (Word, PDF or Excel) document. Each email "Template Lease Agreement" triggers the same response. 

   b. Flow ends

 

4. Steps 2 and 3 are repeated, check is done for subjects other than "Template Lease Agreement" (e.g.: "Template Loan Agreement", "FAQ Software Licenses", etc.). Each triggers a specific response.

 

4. If NO defined subject is found, a generic response is sent, giving instructions which subjects work to request documents.

 

5. All documents are ideally pulled from a defined Sharepoint, so updated documents are automatically delivered.

 

If anyone has an idea if this was done, could give me a link or hint: THANK YOU VERY MUCH!

 

Regards

 

Nico

 

 

 

 

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  • Verified answer
    v-bacao-msft Profile Picture
    Microsoft Employee on at

    Hi @Anonymous,

     

    You could try to understand some of the connectors and actions involved.

    O365 Outlook, SharePoint.

    The puzzling thing here is, is the file contained in your attachment a fixed one, or will it change?

    I assume that you are using a specific file.

    You could configure Flow by referring to the image below.

    Image reference:

                                      12.PNG13.PNG

    Please take a try.

     

    Best Regards,

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