UX Consultancy demonstrates a practical automation solution for managing email attachments. Our "Email Attachment to SharePoint Automation" enables teams to automatically save incoming attachments to the right SharePoint folders without manual effort.
How the System Works
The automation operates through three sequential steps:
1. Email Detection
The system monitors inboxes for specific keywords (such as "invoice") in subject lines or message bodies.
2. Attachment Capture
Once triggered, it retrieves all attachments using Outlook modules.
3. File Upload to SharePoint
Files transfer automatically to designated SharePoint folders for organization and access.
Key Benefits
- Ensures correct SharePoint folder storage
- Reduces lost or missed attachment risks
- Eliminates repetitive manual file handling tasks
- Provides consistent team document access
- Maintains organized inboxes and efficient workflows
