How To Generate Planner Tasks From Your Emails Automatically (WITH Attachments!!)

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  • Опубликовано: 21 окт 2024

Комментарии • 15

  • @MattLisikiewicz
    @MattLisikiewicz 22 часа назад +1

    This worked fantastically for my test case. However, the client that's emailing me sends an xlsx attachment (which I want), plus another random attachment with no discernable file type (that I don't want). How could I capture only the Excel file and not any other file types? Great video, very helpful!

    • @Collab365
      @Collab365  20 часов назад +1

      @MattLisikiewicz thanks for the thumbs up :) To answer your question, what you could do, is either replace the "IsFolder" condition with a condition to test the file extension (and ignore anything that isnt .xslx).
      To do this you have a few options. You can do a bit of work before the condition to set these up.
      Use a compose and hook into and store the "Filename with Extension" property from the "When a File is Created (Properties only)" action.
      Using a little string manipulation you can slice off the .xlsx part and test only for that or use a "contains" when you test that piece of data in your condition. Either way could work.
      If you need a little more help and are an Academy member, pop me a DM and I would be happy to schedule a quick chat to help if needed.

  • @ludwigrosinel1571
    @ludwigrosinel1571 Месяц назад +1

    Thank you for the video, it's awesome.

  • @ddell4995
    @ddell4995 17 дней назад +1

    Thanks for this! Is there a way to have the flow save all attachments and have them stored under one single planner task? At present mine is creating separate planner tasks for each email attachment.

    • @Collab365
      @Collab365  12 дней назад +1

      Yes, I think that would just need to be a slight restructure of the flow. I'll have a look and pop you some ideas.

    • @chrisvdnb
      @chrisvdnb 12 дней назад +1

      I am also wondering how to do this. Interested in if you find a solution.

    • @Collab365
      @Collab365  11 дней назад +1

      Yep, I found a neat way to do it without much restructuring. I'll do a video and post it for you in the next week.

    • @ddell4995
      @ddell4995 11 дней назад

      @@Collab365 super, thanks!

  • @juxingjiejie
    @juxingjiejie 4 дня назад +1

    It looks like every time, if we want to add email attachments in the Planner, we need to put email attachments in the SharePoint first, then we can add to the Planner.

    • @Collab365
      @Collab365  3 дня назад

      Yes that's correct in this video. I could not find a planner action (even via the API) which will add files directly - they had to be done using a link (which could be any location that is accessible with a URL)
      However, there may be a way to do it directly using the JSON and file content. We just haven't tried to go that deep yet.

  • @FangorzJeseniku
    @FangorzJeseniku Месяц назад

    Hello thank you for awesome video :-). Pleace can you give me advice? I would like to also for each e-mail create a folder named as subject of the e-mail, so I can keep the files organized and not on one hoard :-).

    • @Collab365
      @Collab365  27 дней назад

      that would be absolutely possible. Its just a case of choosing the correct action to do that within the loop. There is a "Create new folder" action which you can use and then using the Subject from the email, pop that in as the folder name :)

  • @photepsjourney
    @photepsjourney 17 дней назад

    Hey :)
    Awesome video. But I have a question: If I try to follow your steps, I´m not able to create the task like you do it. I receive an error saying: Im missing some connection. SO I cant find my groups and plans. But outside of the condition it works. Do you have a hint?

    • @Collab365
      @Collab365  12 дней назад

      Yes. that will be to do with the connection to planner service most likely. Are you able to navigate to any plans outside of power automate? When you first set up a planner task, it may ask you to set up permissions to planner. I'll see if I can replicate how that will work for you and give some advice.