Forum Discussion
Outlook - re-directing emails based on content
- 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 mailto: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
- Hi Rob- sure 🙂 that scenario should be totally possible. You can use the outlook connector to listen for a new email only to a specific address.
If you're looking for specific phrases that you define- rather that letting the AI sort out which words and phrases might be relevant to your category; you can use the 'html to text' action- rather than AI builder, then you can use the contains function on the resulting text to check for your phrase. Have a look at the below, which seemed to be a similar thing 🙂
https://powerusers.microsoft.com/t5/Building-Flows/Read-email-content-from-body-of-the-email-extract-and-create/td-p/87093
If you have further questions- the power automate community (above) is a better place for help 🙂