How to Email Attachments 🖇 to Your Planner Tasks

Published: 19 February 2024
on channel: A Creative Opinion
6,371
31

This flow will take your email attachments and add them to a Planner task!

👉 Learn how to create a Planner Task from a Microsoft Form Submission:    • How To Create a Planner Task from a M...  

When you add attachments to a Planner task from your computer, the files are automatically saved in the Documents document library of the SharePoint site associated with the M365 Group of your plan.

Instead of downloading email attachments to OneDrive or SharePoint just so you can add them to a Planner Task—automate it. In this Microsoft Power Automate Tutorial—I’m going to show you how build a flow that will take your email attachments and add them to a Planner task. All you need to do is copy a link to a task, forward the email to yourself and the attachments will be saved onto SharePoint and attached to your planner task.

Stay tuned till the end of the video where I’ll show you how to use Trigger Conditions so this automation only runs when specific conditions are met!

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LEVEL UP YOUR POWER AUTOMATE SKILLS:

▶️ ⚡️Automate Microsoft Planner Tasks: Create Tasks from SharePoint & Excel in Minutes: [   • OPTIMIZE your Power Automate Flow wit...  ](   • ⚡️Automate Microsoft Planner Tasks: C...  )
▶️ Are you using the Microsoft Power Automate Filter Array Action wrong?:    • Are you using the Microsoft Power Aut...  
▶️ 3 Mistakes YOU 🫵 are Making with the Apply to Each Action in your Microsoft Power Automate Flow:    • 3 Mistakes YOU 🫵 are Making with the ...  

#microsoft365 #microsoftplanner #powerautomate #powerplatform #productivityhacks #productivitytips #techtips #techtipsandtricks #sharepointonline #sharepoint #excel #exceltips

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IN THIS VIDEO:

✓ How to get the Message ID from an Email
✓ How to use the Get an Email (V2) action with a Manual Trigger
✓ How to use the split() function to split an email subject line
✓ How to use the Scope action to group your actions
✓ How to create a folder for email attachments on SharePoint
✓ How to use the Get Attachment (V2) action
✓ How to create attachment files in SharePoint
✓ How to use the Append to Array variable action to collect attachments
✓ How to add multiple attachments to a Planner Task
✓ How to switch a manual trigger to an automated trigger
✓ How to use Trigger Conditions in a when a New Email Arrives Trigger
✓ How to trigger your flow when only specific emails arrive

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SKIP AHEAD:

0:00 | Intro
0:37 | Build the Flow
2:21 | Get the Planner Task ID
5:47 | Group Your Actions
6:09 | Create a Folder for Attachments
7:16 | Create a Folder for Attachments
7:53 | Create the Attachment Files
9:07 | Collect the Attachments
11:14 | Add Email Attachments to Task
12:14 | Change the Flow Trigger
14:29 | Add Trigger Conditions
16:35 | Flow Feedback


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