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EricBerg
Level: Powered On

Creating a flow to compare and then create: Outlook & Onenote

Ok here is my situation... I need to Create a Onenote page from an Email (easy), but the trigger is to look at the body and subject of the email to find keywords that match an existing Onenote section name. 

So here is the full grit of what I hope to accomplish: I receive hundreds of emails a day that are in reference to 100+ quotes I process a month. When a quote request is received I have a Flow that extracts the quote number and the quote name. This is then used to create a folder in share point for files, a section in Onenote for the organization of collected information, and a response email to the customer acknowledging the request and outlines the process expectations through project completion.

The task I would like to automate is to:

  • Scan incoming emails, looking for matching quote information from the existing Onenote Section names.
    • If a match is found: Create a new page for the email and any attachment to the matched section.
    • If no match is found: Do nothing

The part I can not figure out is:

How do I configure a Flow that will review an incoming email, see if anything in the email matches the keywords in the existing Onenote section (the quote number and/or the quote name), then trigger the email to become a new page in that particular section?

 

1 REPLY 1
Community Support Team
Community Support Team

Re: Creating a flow to compare and then create: Outlook & Onenote

Hi @EricBerg ,

 

Please provide the basic format of the email, I am not sure how the keywords exist, it is difficult to provide accurate workaround.

 

Best Regards,

Community Support Team _ Barry
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