I've got a complex flow to build and this will be my second flow (my first was to pick the fun "save my attachments to OneDrive). Needless to say... Anyway, any help is appreciated.
We have outside investment partners who are invested in different properties we manage. We have teams that move from property to property and they'll generate emails with production reports attached as spreadsheets or PDFs. Only relevant attachments need to end up in partner hands. The problem we have is that we're accidentally cc'ing incorrect partners for specific properties. We want a single internal email address (like Partner_Flow) that the teams can use to send all emails and Flow will parse out the attachment's file names, and based on the name of the attachment will copy Partner_Flow and the attachment will be forwarded to the correct partner.
I envision this having two to three components. I've already created the shared mailbox "partner_flow" and I'll need a SharePoint list that will have the filename string and the associated partner email address.
The flow will see new email in the shared mailbox, check the attachment filenames against the list and send the attachment to the appropriate destination.
I've got no idea where to start. Thank you for your help.
Can you provide some examples of the attachment file names? That will be helpful in coming up with a solution.
Also, have you considered creating a separate shared mailbox for each property? Then, the Flow would be very simple to create. The Flows would be the same fo each mailbox except for the emaill address of the individual who gets the email.
As an example:
lot 17 - 22W - production.xlsx
lot 17 - 22W - variance.pdf
lot 18 - 18W - production.xlsx
lot 18 - 18W - variance.pdf
There would be a Sharepoint (or SQL) table that has:
lot17 - 22W someone@partnerthatinvestedin lot 17 - 22w.com
lot18 - 18W someone@partnerthatinvestedin lot 18 - 18w.com
Is it possible that the emails will go to more than 1 person?
@ScottShearer regarding separate shared mailbox for each property, I prefer the SharePoint solution as it allows for self-service by the department. If it's a shared mailbox, IT will have to create the mailboxes for every new property.
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