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Create Planner tasks using incoming emails Flow

Introduction
This blog focuses on how using Flow you can automate the process of monitoring incoming emails and create tasks in existing Plans in Planner. The Flow is smart enough to focuses on new emails only and ignore replies.

 

Setting the scene
In this scenario the flow is focusing on the email subject line and looking for existing plan names, for example Flow is looking for #11111 or #22222 anywhere in the subject line. Based on which plan is found a tasks is created.  The task Title is uses the From variable of the incoming email and start date of the task is the same as the day the email was received.  Finally, Flow It is also looking for RE: or Re: in the subject line and if it finds it then the flow automatically ends.

 

Plans in Planner
Currently we have two existing plans, #11111 and #22222. These are the plans Flow will be looking for.

 

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Flow

Here is how the flow works. The PlanNameVar variable is used to capture only the '#' + 6 numerical values after it. The condition is used to see if the email subject contains RE or Re. The condition uses the Or expression which is explained in detail in this article https://docs.microsoft.com/en-us/flow/use-expressions-in-conditions#use-the-or-expression

 

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Video

 

 

 

Conclusion
Currently, the Planner connection is under preview and the actions are subject to changes. In addition if you wish to store more information then you can use the SharePoint Site that is automatically created for each plan.

 

Hyperlinks
Using the Or Expression 

 

Comments

Dear Daniel,

 

I'm trying to create similar like flow but update item fails to work.On list A, if there is change and change is equal to Shedule, it will create an item on B. if any other, it should update the item on B. But its updating all rows as same item value. Please guide me how can update each item change wrt to item.

ask them.JPG

 

 

Meet Our Blog Authors
  • Co-founder of https://plumsail.com, Office 365 and SharePoint expert. Passionate about design and development of easy to use, convenient and flexible products.
  • Microsoft Business Apps MVP. Owner of ThriveFast, an Office 365 consulting company.
  • 7x Microsoft Business Solutions MVP (CRM)
  • Solution Architect with Slalom, and organizer of the Boston Office 365 User Group, and long term SharePoint/Office 365 veteren. Find more at http://www.davidlozzi.com. Follow @DavidLozzi
  • I'm keen in MS technologies, SharePoint, Office 365 and development for them
  • Michelle is an Office 365 solution architect in Twin Cities, MN. She has been delivering business collaboration solutions for years with her focus on SharePoint and Office 365. Michelle is a recent board member of the Minnesota Office 365 User Group and has been a member of the SharePoint community since 2009. She is a frequent speaker at MNSPUG and SharePoint Saturday and co-chaired the Legal SharePoint User Group for 4 years. Her most frequent projects have involved rolling out a large deployment of Office 365, SharePoint Online intranet, build of a "CHAMPS" Office 365 user adoption program and most recently, SharePoint On-Premise to Online Migration. Michelle is very excited about cloud technology as it is shifting her IT Pro focus to collaboration strategy and technical adoption.
  • I'm a Microsoft Office Servers and Services MVP with a special interest in SharePoint, Office 365, Microsoft Flow, Microsoft Teams and PowerApps. I work at Triad Group Plc ( https://triad.co.uk)
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