Save, Rename, and Catalog Your Email Attachments 📎 with Microsoft Power Automate

preview_player
Показать описание
Are you guilty of using Outlook search as your document management system? With about 5 minutes of effort, you can have any new attachments automatically saved to a folder on your computer that's synced to OneDrive with the sender's email address and the email subject line inserted into the filename. To make your life even easier, the email and file name can be logged in an Excel spreadsheet.

00:00 A Meme Made Me Make This
00:17 Example of How it Works
00:51 Getting Started in Power Automate
01:33 Editing Your Microsoft Outlook Trigger
01:49 Saving Your Attachments
02:54 Setting Up Your Excel Spreadsheet
03:17 Adding Your Spreadsheet Tracker to Your Flow
03:48 Testing

Let's Connect!
Рекомендации по теме
Комментарии
Автор

Dude. DUDE! I think you just saved my bacon! I've got like THREE HUNDRED emails that each have four PDF files in them, and all three hundred emails have the same filenames on the attachments (call it attach1, attach2, attach3, and attach4). I think I can expand on this by throwing in a "find the customer/order id inside this attachment" and throwing it into a variable and then cat'ing it to get unique filenames. You just saved me a ton of work! (Edit: Uh-oh... having trouble finding the Extract PDF action that I need so i can parse the file contents for the name/ID that I need).

goodluckfox
Автор

Very clear instruction, easy to follow. I am sure this will save my super flooded inbox. Thanks!

adat
Автор

Thats a great one! Congrats for it! Do you think we can save the email itself?

bru
Автор

Great video, thanks for sharing! When I try to change the file name and move the email attachment (an Excel file) to the new folder, the new file is no longer an Excel file type. How can I retain the Excel file format type without corrupting the file?

SamSponseller-dv
Автор

Thanks for the video. My date is not matching with the email date. Can you show me how to fix it?

timvu
Автор

How can we tweak that flow to save the attachments but rename the files with an Invoice number that is not the attachment name on the email but may be extracted from the body of the email or the pdf document itself, preceded by the word "Invoice #". You will be the best youtuber on this topic if you could provide a video for this solution.

dodettesky
Автор

Can you rename files based upon pulling information from the file (invoice date, vendor name, invoice number) and then saving to dropbox or are you limited to subject and email sender?

livelifeconsciouslymichell
Автор

Is it possible to do the same with OLD emails ?

sgonzalez
Автор

it worked except the files I receive everyday have the same file name. how do i rename it with attachment name plus the date it was emailed? thanks

sharoncruztv
Автор

Do you know if this overwrites existing files with the same name or does it just create duplicate files? Example: I have a report sent to me every morning, via outlook, from Finance called "Finance Daily Totals" and I want to use this Power Automate process to grab the file and store it on one drive for further use. Does the report sent on day one get overwritten on day two, and only one file persists, or will I have a file for every single day this is sent from Finance?

davidlopez-felb