Forum Discussion
Automation from business gmail account to outlook and then excel
Hello Community,
I am trying to make automation using Power automate desktop. I have a Business Gmail account (different domain name). The workflow I want to make is like this. Can you please help me out:
1. Add a Gmail API key
2. Add my business Gmail account in Outlook
3. Analyze the content of the mails
4. Make a summary of the content and export it into excel spreadsheet.
Thank you
4 Replies
Are you looking for something like this:
1. Add a Gmail API Key
To use the Gmail API, you need to create an API key:Enable Gmail API: Go to the Google Cloud Console, create a new project, and enable the Gmail API.
Create Credentials: Navigate to the “Credentials” section, click “Create Credentials,” and select “OAuth 2.0 Client IDs.”
Configure OAuth Consent Screen: Set up the OAuth consent screen with the necessary details.
Create OAuth Client ID: Choose “Web application” and configure the authorized redirect URIs. Save the client ID and client secret.
2. Add Your Business Gmail Account in Outlook
To add your Gmail account to Outlook:Open Outlook: Go to File > Add Account.
Enter Gmail Address: Type your Gmail address and click “Connect.”
Sign In: Follow the prompts to sign in to your Gmail account and allow permissions.
3. Analyze the Content of the Mails
To analyze email content:Create a New Flow: In Power Automate Desktop, create a new flow.
Get Emails: Use the “Get emails” action to retrieve emails from your Gmail account.
Extract Content: Use actions like “Extract text from email” to analyze the content. You can use conditions and loops to process each email.
4. Make a Summary of the Content and Export It to an Excel Spreadsheet
To summarize and export email content:Create Excel File: Use the “Create Excel file” action to create a new Excel file.
Add Data to Excel: Use the “Add row to Excel” action to insert the summarized data into the spreadsheet.
Save and Close: Save and close the Excel file once all data is added- Thank you very much guys for reaching up. I'll try this out. I need to use premium version I guess to have all the options available. I think I will also need AI builder right ?
Best regards- AI Builder can be helpful, but a custom setup through Power Automate Desktop will give you more flexibility and control. I can assist with connecting your Gmail to Outlook, analyzing emails, and exporting summaries to Excel—all streamlined without the need for premium features.
Let’s simplify this process together! Feel free to get in touch, and I’d be happy to get you started.
- Hello,
Thank you for bringing this up. It sounds like an interesting project, and I'm happy to share some insights that might help you get started.
Add a Gmail API Key: You'll need to set up the Gmail API via the Google Cloud Console and generate an API key. This will allow Power Automate to connect securely to your Gmail account.
Add Your Business Gmail to Outlook: Make sure your Gmail account is set up correctly in Outlook using IMAP/SMTP settings. This will enable smooth synchronization and access.
Analyze the Content of the Mails: Power Automate Desktop offers a variety of actions to read and filter emails. Depending on your requirements, you can set up specific conditions to analyze and extract relevant information.
Export to Excel: Once you've processed the emails, use Power Automate Desktop's Excel actions to automate writing the summary data into a spreadsheet.
These are just a few pointers, and there's certainly more to consider based on the specifics of your workflow. Feel free to ask if you need further details or run into any issues—happy to help!
Thank you.
