Automatically Log Emails with Specific Phrases to Microsoft 365 Excel
This workflow captures emails containing a specific phrase and logs them into a Microsoft 365 Excel worksheet, ensuring important communications are systematically recorded.
The workflow triggers upon receiving an email that matches specified criteria, such as containing a particular phrase in the subject or body. It extracts key details like sender information, date, and subject, and appends them to a designated Excel worksheet. This automation helps in maintaining organized records of relevant email communications.
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How to import this workflow into Make
- 1Purchase or download the workflow to get the Make blueprint JSON file.
- 2In Make, create a new scenario, click the three-dots menu, and choose "Import Blueprint".
- 3Reconnect each module to your own app connections when prompted.
- 4Run the scenario once to verify it, then set your schedule and turn it on.
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