Forum Discussion
Outlook - re-directing emails based on content
Hi all, is it possible to forward emails received to specific users based on the content of the email. ie, if specific phrases or text are include in the body of the email, then forward to a user or ...
Hi Rob 🙂 You can certainly do this with Power Automate and the AI builder connectors - have a look https://flow.microsoft.com/en-us/ai-builder/
- Thanks for the reply however I need a bit more detail on how to build it, are there any videos or examples I could follow
- Sure Rob 🙂 there are lots of flow templates available that you can leverage- try this one:
https://flow.microsoft.com/en-us/galleries/public/templates/c448fc165cd948efa0b565136b285c8a/route-emails-according-to-category-of-a-text-by-ai-builder-on-new-email/
If you haven't used power automate at all before- this learning path is a great place to start:
https://docs.microsoft.com/en-us/learn/modules/get-started-flows/Hi Ren, thank you for your help to date. I am making some headway but still struggling with a few points.
What I am ultimately trying to achieve is set up a workflow that enables an external email addressed to a distribution group email to be analyzed and subject to key words in the body of the email, forwarded to specific users.
As an example, I run a small finance business and we have a general email address being enquiries@, which is used by our customers when seeking details on their accounts etc. When a customer emails requesting to pay out their contract I want the work flow to look for specific words such as "pay out" and if found within the body of the email, have it automatically forwarded to a member of our collections team. I want to avoid having all the admin on the distribution list as they would get volumes of emails each day that are not relevant to them.
The issue I have run into is how to manage the categorize text section.
Any pointers would be hugely appreciated.
Cheers
