How to Email Attachments 🖇 to Your Planner Tasks

When you add attachments to a Planner task from your computer, the files are automatically saved in the Documents document library of the SharePoint site associated with the M365 Group of your plan.
Instead of downloading email attachments to OneDrive or SharePoint just so you can add them to a Planner Task-automate it. In this Microsoft Power Automate Tutorial-I’m going to show you how build a flow that will take your email attachments and add them to a Planner task. All you need to do is copy a link to a task, forward the email to yourself and the attachments will be saved onto SharePoint and attached to your planner task.
Stay tuned till the end of the video where I’ll show you how to use Trigger Conditions so this automation only runs when specific conditions are met!
---
LEVEL UP YOUR POWER AUTOMATE SKILLS:
▶️ ⚡️Automate Microsoft Planner Tasks: Create Tasks from SharePoint & Excel in Minutes: [ • OPTIMIZE your Power Au... ]( • ⚡️Automate Microsoft P... )
▶️ Are you using the Microsoft Power Automate Filter Array Action wrong?: • Are you using the Micr...
▶️ 3 Mistakes YOU 🫵 are Making with the Apply to Each Action in your Microsoft Power Automate Flow: • 3 Mistakes YOU 🫵 are M...
#microsoft365 #microsoftplanner #powerautomate #powerplatform #productivityhacks #productivitytips #techtips #techtipsandtricks #sharepointonline #sharepoint #excel #exceltips
---
IN THIS VIDEO:
✅ How to get the Message ID from an Email
✅ How to use the Get an Email (V2) action with a Manual Trigger
✅ How to use the split() function to split an email subject line
✅ How to use the Scope action to group your actions
✅ How to create a folder for email attachments on SharePoint
✅ How to use the Get Attachment (V2) action
✅ How to create attachment files in SharePoint
✅ How to use the Append to Array variable action to collect attachments
✅ How to add multiple attachments to a Planner Task
✅ How to switch a manual trigger to an automated trigger
✅ How to use Trigger Conditions in a when a New Email Arrives Trigger
✅ How to trigger your flow when only specific emails arrive
---
SKIP AHEAD:
0:00 | Intro
0:37 | Build the Flow
2:21 | Get the Planner Task ID
5:47 | Group Your Actions
6:09 | Create a Folder for Attachments
7:16 | Create a Folder for Attachments
7:53 | Create the Attachment Files
9:07 | Collect the Attachments
11:14 | Add Email Attachments to Task
12:14 | Change the Flow Trigger
14:29 | Add Trigger Conditions
16:35 | Flow Feedback
SUBSCRIBE FOR NEW VIDEOS EVERY WEEK-ISH
👉 bit.ly/SubACreativeOpinion 👈
---
Teaching you how to make your workflows SUCK LESS.
Subscribe if you want to learn how to streamline your workflow, boost your productivity, and build innovative processes for yourself and your business! I wanna help you get more time in back your day.
Join me on my journey on learning new tools, levelling up my skills and creating more time to do the things that matter. I hope that I can inspire you to do the same and share all the things you learn from me with others.
Get curious. Be creative. Do better.
---
FOLLOW ME:
/ acreativeopinion
/ acreativeopinion
/ acreativeop

[@acreativeopinion]

What other Planner automations would help streamline your daily workflow? Let me know in the comments down below! 👇👇👇
Do you want to quickly create Planner tasks from a SharePoint list or Excel table? If so, you might be interested in checking out this video: czcams.com/video/LhtlVcVvYlE/video.html

[@LoveStallion]

All this work to do something that should be native to Planner and MS365 in the first place.
Great vid, though. Awesome work.

[@andypaps7723]

A great channel, criminally undersubscribed even if you were at 30,000 subs. I can see you are around 2.5k. I have a few ideas perhaps why this is the case. Once again great content - keep it up.

[@acreativeopinion]

Thanks for watching and for the kind words 🤗!

[@johnnapurcell]

What about Microst Teams Planner ? How do you get emails into the new planner?

[@jonathank4393]

This is exactly what I need to do, but it is far beyond my skill level. Do you have a template or could you create one? I need to be able to add/link emails to existing tasks in planner.

[@electricalengineernoobie9503]

Can you use this method to forward the email as a whole with the attachments embedded?

[@acreativeopinion]

If you need to forward the email instead of replying to the email the automation would have to be adjusted so it's triggered from the mailbox you are forwarding the email to.
Hope this helps!