Hands-free Automation

Enable hands-free automation to manage the chaos of your email inbox.

Many businesses rely heavily on email - from inter-office communication to customer support. Until recently email has been pretty limited, requiring a lot of manual maintenance and staying glued to your inbox 24/7.

With Microsoft 365 and email through outlook you can add simple automation to any incoming or outgoing emails. These automations can save hours of time and will make finding important information weeks-to-months from now easy. The ways you can setup automation with your email is limitless. I'm going to share some quick information to get you headed in the right direction.

Get started with email automation

From www.office.com signed in home page select "Power Automation" from the Microsoft 365 App Launch Menu

Select "Templates" along the left, and then email under the search bar select "Email." Here you find many pre-build automation templates from Microsoft ready-to-use. For the demonstration purposes I'm going to select "Save Office 365 email attachments to OneDrive for Business.

Automatically save email attachments

This screen is instructing you on what Microsoft services permissions and accounts will be used to run this automation. Select "Create Flow"

Your automation is setup

This is showing you an overview of the the enabled automation. Here you can configure additional settings and view analytics of how often the automation is running.

Editing your automation

You may find the need to add some additional logic or properties on your automation, here you have access to customize the automation to best suit your specific need.


Once you start getting emails with attachments, they will automatically save a copy in your OneDrive for easy access and archiving.

A few more ideas for email automation:

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We look forward to understanding your needs.

Coalesce Digital is a new IT consultancy in West Michigan - with over 12 years of experience - focused on helping small businesses get the most of Microsoft 365.

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