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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 

 

Meet Our Blog Authors
  • Experienced Consultant with a demonstrated history of working in the information technology and services industry. Skilled in Office 365, Azure, SharePoint Online, PowerShell, Nintex, K2, SharePoint Designer workflow automation, PowerApps, Microsoft Flow, PowerShell, Active Directory, Operating Systems, Networking, and JavaScript. Strong consulting professional with a Bachelor of Engineering (B.E.) focused in Information Technology from Mumbai University.
  • I am a Microsoft Business Applications MVP and a Senior Manager at EY. I am a technology enthusiast and problem solver. I work/speak/blog/Vlog on Microsoft technology, including Office 365, Power Apps, Power Automate, SharePoint, and Teams Etc. I am helping global clients on Power Platform adoption and empowering them with Power Platform possibilities, capabilities, and easiness. I am a leader of the Houston Power Platform User Group and Power Automate community superuser. I love traveling , exploring new places, and meeting people from different cultures.
  • Web site: https://ganeshsanapblogs.wordpress.com/ MCT | SharePoint, Microsoft 365 and Power Platform Consultant | Contributor on SharePoint StackExchange, TechCommunity
  • Encodian Owner / Founder - Ex Microsoft Consulting Services - Architect / Developer - 20 years in SharePoint - PowerPlatform Fan
  • I am the Owner/Principal Architect at Don't Pa..Panic Consulting. I've been working in the information technology industry for over 30 years, and have played key roles in several enterprise SharePoint architectural design review, Intranet deployment, application development, and migration projects. I've been a Microsoft Most Valuable Professional (MVP) 12 consecutive years and am also a Microsoft Certified SharePoint Masters (MCSM) since 2013.
  • Big fan of Power Platform technologies and implemented many solutions.
  • Passionate #Programmer #SharePoint #SPFx #M365 #Power Platform| Microsoft MVP | SharePoint StackOverflow, Github, PnP contributor
  • Web site – https://kamdaryash.wordpress.com Youtube channel - https://www.youtube.com/channel/UCM149rFkLNgerSvgDVeYTZQ/