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shouston
Frequent Visitor

Flagged Outlook Emails > Planner Tasks, the saga continues!

Still struggling to get this flow the way we need it, and hoping someone can help me get it finished! 

 

TL; DR: We get tons of assignments via email and this won't be changing anytime soon. So we're relying on a flow that automatically creates Planner tasks from flagged Outlook emails. We now need to be able to add attachments and/or link to original emails into the Planner tasks.

 

I have successfully set up a basic flow so that when I flag an Outlook email, it gets automatically added to the Planner plan & bucket I choose (I set up a designated "INBOX" bucket to collect all of these "email" tasks; then once in Planner I move them to the correct plans & buckets). 

 

I also added the "Html to text" action to pull the body of the email into the Planner task description with minimal messy HTML code. It's not perfect, and emails that contain links look super messy (anyone have a fix to make links from email body actually show as working hyperlinks in Planner task?) but it basically works.

 

Here's the current flow:

Power Automate Flow 1.PNG

And here are the last two steps I would LOVE to have, but can't figure out - and honestly, even just ONE of these options would be great!

  • Attach email attachment(s) (if any) to Planner task - we're now asking our internal colleagues to send us everything as SharePoint links (in email body) to minimize this, but still regularly get attachments from outside colleagues.
  • Add link to the original Outlook email on the related Planner task - For quick reference/replies when needed. This could also negate the need to add email attachments to tasks, because at least we could quickly jump back to the email to grab attachments as needed. 

NOTE: Ideally, I would rather NOT have all email attachments get automatically saved on our SharePoint (this has already been suggested as a workaround), because:

1) Sometimes we get attachments we don't need to save and don't need these clogging up our SharePoint, and

2) It just seems simpler to have it show up on the related task to start, then have the option to save or copy it from there to the appropriate SharePoint folder right off the bat.

But if we have to do it that way, we'll deal with it (would still need help figuring that out, though!).

 

Any suggestions? I have already reviewed SO many help articles on this and haven't quite found the right fit for our needs, but it seems like it should be a relatively simple one! Please help!! 😭

 

Edited to add: Please explain it to me like I've never used Power Automate before because while I am tech-savvy, this is my first Power Automate flow!! 😁

2 REPLIES 2
creativeopinion
Super User
Super User

@shouston You might find the YT Tutorial I've linked below helpful. Although the demo in the tutorial isn't your exact situation, the concepts covered in this tutorial should help you to get the attachments from the email attached to your Planner task. Not sure if there is a way to link to the original Outlook email. I'd have to look into that.

 

How to Email Attachments 🖇 to Your Planner Tasks

 

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.

 

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

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

 

Hope this helps!

If I helped you solve your problem—please mark my post as a solution .
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Thank you, I will try using some of these actions to get it to do what I want and will report back! 
Yes, if you or anyone else figures out how to actually attach or automatically include a link to the original Outlook email to a Planner task, please do let me know! (But if I can get the email attachment action to work in my scenario, it may make attaching/linking to the original message unnecessary anyway)

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