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tusharmehta
Frequent Visitor

Document approval | Triggers when new email lands into inbox

Hello, 

I am trying to finding the method to start document approval systems from email, Please let me know does it is possible?

Processes:

When the account Team prepares a document on a business application it will trigger an email with an attachment and some document details to the specified (fixed) email id. 

As soon as the email drops to the inbox document approval workflow should starts.

Steps one:

From email, document number, document date, etc values that are stored in an email will be fetched and stored into the SharePoint list as new records. The Attachment which was received with the email will be stored in one drive specific location 

document path shell is part of SharePoint list records.  

Step two:

After step one is over multiple level approval will start. 

Questions: 

  1. Can Microsoft Flow help for step one? if yes can I get some information on how to capture information from email and stored it into the SharePoint list?  
  2. Steps two I believe I will be able to manage. 

Thanks in advance. 

 

2 REPLIES 2
AnthonyAmador
Microsoft
Microsoft

Hi @tusharmehta 

 

Looking at your question with the first step, if you are looking to extract specific details in the body of the email, check out this thread.

 

 Solved: Using a flow to extract email body details - Power Platform Community (microsoft.com)

 

Basically what they do is convert the body of the email with the "HTML to text" action and then use the action "compose".

 

You can also use the dynamic content of the action "When a new email arrives" but those values extract the body of the message in general.

AnthonyAmador_0-1627407458774.png

 

To store the values in a SP list, first create a SP list with all the columns you want, and then use the action "Create Item" you select the list and it should show you all the columns included in the list, for example. 

AnthonyAmador_2-1627408384007.png

 

 

I hope this helps. 

Sincerely. 

 

Thanks i will look into it. 

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