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Update an existing Planner Task with an email with the same subject or conversation ID

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Posted on by mcarleton

We have customers that request training and we may have 20 emails back and forth until the training is complete. I want to do the following:

An email comes and we will place it into a folder:
1. Inbox | Custom Course
  1. If this is the first time an email comes in with that subject line or conversation ID
    1. YES - Create new Planner Task
    2. No - Update the existing Task

Can someone help me figure this out. I can get a task created but I can't figure out how to update an existing task.

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Power Automate Desktop

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Community Power Pla... on at

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Hi @mcarleton
I can be wrong, but your flow refers to Power Automate (the web option), not Power Automate Desktop. I believe you'll get better luck and more answers in 'Building Flows' forum.

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JeganathanG 50 on at

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Hi @mcarleton,
Where do you keep the information for the created task? Example: Dataverse Table or Excel

Thankyou,
Jegan.

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Nived_Nambiar 18,129 Super User 2025 Season 2 on at

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Hi @mcarleton

Yes you can try this way

I have developed a demo flow in power automate

Let me explain what i have done step by step

Here my bot will triggers when mail with subject line Training Information arrives in outlook

Steps

1. Trigger to run event when mail arrives is added in the flow
2. Now it will remove the unwanted text from subject, for example if the person is replying to same mail, there would be RE text along with the subject line, this s done using compose function named as Subject.
3. List Task is to list all the task in a specific group in planner
4. From values of the output of list tasks, add the title field from json to an array [ Plan title would be the title field ]
5. Use contains to check whether that array contains the subject name [ assuming that subject name would be plan title]
6. If it is true, then update the task [ I haven't added the sequence, you can add it]
If it is false, create the task

This is how you can do

Let me know if you have any questions 🙂

Thanks & Regards,
Nived N

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Cbrad17 6 on at

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Hi Nived,

I need to do something similar. I have created a flow that will create the planner tasks for me when an email arrives. So, with the example above, I will need to create a brand new flow to append the incoming emails to the already created planner tasks?

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Cbrad17 6 on at

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Hi again,

Would you mind sharing the content of the "Subject" step? I can't figure out how to remove the RE from the subject line.
Thanks!

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Ambercakes11 9 on at

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Hello,
Did anyone get back to you about this? I also need to do something similar. 🙂

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