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Power Automate
Answered

Email Routing

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I am looking for a way to automate email filing for our company (under 50 employees).  Currently I have setup MS Groups for each of our projects, employees and add the group email (CC) or they can drag emails from their inbox to the MS Group for safe keeping.  I am been tasked with a way to automate this and thought a flow may work.  Is there a way I can create a flow to search several email accounts, looking for key words in the subject and then move/copy to the corresponding MS group? I believe I can do it for one email account but I don't want to create a flow for each user/email. 
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  • Suggested answer
    Michael E. Gernaey Profile Picture
    53,974 Moderator on at
    Hi,
     
    Pseudo Steps (note you didnt say whether this was 1 time or all the time). Since you do NOT want to have flows for every user (which would be required if you wanted to do real time AND you will need permission(not matter what) to admin their mailboxes. So I would create a *User Account that is just a shared service account as we would call it back in the day.
    The flow would run as that user (not you) so you would need to log into the browser as that account and do all the flow work with that account.
    Then that account would need admin privs to every ones mailboxes or it wont work
     
    Now for the flow and my suggestion
     
    1. Run it 1 time a day. so Add a Scheduled Flow. The trigger you can set to run in the evening or super early morning every single day.
     
    2. Use the Office365Connector Action to list all employees in the company (again this connector has to be configured as the Service account per my suggestion)
     
    3. add an Apply to Each Action
    -the input will be the output from step 2, so that we can loop through each user.
    -Use the Get emails action (which also returns a list of emails)
    ----Add an Apply to each under the Get Emails - for the current user from the Apply to each, which are the users you found in step 2. so you can use their Email/UPN to get their emails
    --------Inside this apply to each, add a Condition and configure it to check the subject or whatever for whatever details you need to
    ------------in the Yes side (it meets your criteria) use the Move Email or Copy Email Power Automate: Move Email Action - Manuel T. Gomes (manueltgomes.com)
                       to put it where you want it
     
     
    And it will loop through each person. Understanding a person might have tons of emails to loop through every day Unless you can do a Filte on the Get Emails (which is possible), but you said its multiple criteria so it may not work if you have too many
     
    Anyway thats how you would do it using power Automate.
     
  • VictorIvanidze Profile Picture
    13,081 on at
    In addition to FLMike's answer.
     
    If you you wish to copy emails to the groups (not to move), there exists an alternative approach: 
     
    1)create a shared mailbox where your flow will run 
     
    2)create a transport rule that will BCC email to that shared mailbox
     
    The emails will be handled almost in real time, not once a day.

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