Copying emails to Sharepoint Library based on part of the subject line

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Posted on 1 Apr 2021 05:57:35 by Bron

Hello you clever people!

I am looking for a way to save copies of emails sent or received to different libraries based on what is in the subject line.

For example, in our tendering space, we set up a folder for each tender we are working on with a whole heap of subfolders. Each tender is assigned a unique number (a folder name will look something like this: T21064 Culvert Demolition - QGC).

So, using the above example, any outgoing emails with T21064 as part of the subject line would be filed in the Correspondence OUT folder under the T21064 Culvert Demolition - QGC folder. Any incoming emails with that number in the subject line would be filed under Correspondence IN.

Have any of you done something similar? Can you point me in the right direction?

Regards,

Bronwyn

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AntoniaN Microsoft Employee on 01 Apr 2021 at 09:38:12

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Re: Copying emails to Sharepoint Library based on part of the subject line

Hi @Bron,

Thanks for reaching out.

To select items based on subject in your flow, you can use the action "Get emails (V3)" from the Outlook connector. With this action you can select in which folder to look (Inbox, Sent etc.) and by going to advanced options ("Show advanced options") you can add the string you want to look for in the emails subject using the Subject Filter.

After the emails are selected, for each of them you can create a new file in a SharePoint library.
To have the email content in the file as plain text and not HTML format (the standard way the email body output is in), use an "Html to text" action from the Content conversion connector.

Let me know if there is anything else I can help with.

Best regards,
Antonia

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