Microsoft Exchange Email Automation - 02/06/2024 21:25 EDT
Budget: $30 – $250 NZD
I'm looking to hire a Power Automate expert to set up an automation flow in Microsoft Exchange. Here's what I need:
- Integration: The flow needs to be integrated with Microsoft Exchange. I'm looking for someone proficient with Power Automate.
- Basic Description: The main task of the flow will be to send emails containing renamed attachments
- Trigger: The flow should be activated when a new email is received.
Detailed task description:
- I currently receive invoices via a PDF, or, via an email (in the body of the email, no PDF attachment)
- I have an accounting package (Xero) which provided me with an inbox address to which I send my invoices to (let's say this inbox address is dima_extreema at inbox.xero.com)
- Currently, for PDF invoices - I have to either forward the email to dima_extreema at inbox.xero.com, or, save the PDF to my computer, rename it so it's easier to find in Xero, and create a new email to dima_extreema at inbox.xero.com and attach the renamed PDF file - clicking send
- Currently, for in-email invoices, I take a screenshot of this email, save the screenshot to my desktop as a .PNG file, rename it, and send it as an attachment to dima_extreema at inbox.xero.com
- for screenshots, if I'm lazy, I simply copy and paste the screenshot INTO the body of the email (in Outlook on desktop, or, in MAIL app on my iPhone) and send to dima_extreema at inbox.xero.com - it usually arrives with a generic name like image1.png or image2.png
The above causes issues for me, as it's manual. What I want to achieve via Power Automate is the following, via TWO separate rules
- I receive an invoice as a PDF file
- I forward this email to MYSELF, running a Power Automate rule on MY OWN inbox
- in the subject line, I write "inv-pdf internet may 2024"
- "inv-pdf" will ALWAYS be used in the subject line, following by the name I make up on the spot
- the PowerAutomate rule is set to filter ONLY emails that contain "inv-pdf" in the subject line AND contain the PDF, and, are sent FROM me, and, are sent TO me. If this condition is met, then:
- the PowerAutomate rule takes all PDF files (there could be multiple PDFs attached), and, RENAMES each PDF file by concatenating the SUBJECT LINE and a blank space and the ORIGINAL pdf file name/s
- once the PDF files have been renamed, the PDF files are added to a NEW email as an attachment that PowerAutomate will send to my accounting software (i.e. to dima_extreema at inbox.xero.com) with the two renamed PDF files attached (assuming two PDF files were received). Both the subject and the body of the email sent to dima_extreema at inbox.xero.com by PowerAutomate can be blank.
The second rule I need is the SAME as the above, but, where I need to forward an email-based invoice that is NOT a PDF attachment, and have PowerAutomate turn this email into a PDF, give it a name, and send to dima_extreema at inbox.xero.com as a PDF attachment. The details of the flow are nearly identical to PDF:
- I receive an invoice via email, where the email ITSELF is the invoice. There are no PDF attachments (but there could be embedded .PNG or .JPG files into the body of the email, like logos, etc)
- I forward this email to MYSELF, running a Power Automate rule on MY OWN inbox
- in the subject line, I write "inv-email hotel in june"
- "inv-email" will ALWAYS be used in the subject line, following by the name I make up on the spot
- the second PowerAutomate rule is set to filter ONLY emails that contain "inv-email" in the subject line, and, are sent FROM me, and, are sent TO me. If this condition is met, then:
- the PowerAutomate rule takes this email, prints it to PDF and gives the PDF the name of the subject (e.g. the above example will result in a PDF called "inv-email hotel in june.pdf"). There will only ever be ONE PDF generated in this example, as the whole email is printed to just a single PDF.
- once the PDF file has been created, the PDF file are added to a NEW email as an attachment that PowerAutomate will send to my accounting software (i.e. to dima_extreema at inbox.xero.com). Both the subject and the body of the email sent to dima_extreema at inbox.xero.com by PowerAutomate can be blank.
This project requires you to develop and TEST the above functionality, and your deliverable will be a series of instructions and high-resolution screenshots that you will need to send to me by email, that outline the exact settings and code I need to use for BOTH of the automations defined above. You will not need to set the automations up yourself - I will set them up in my Microsoft instance myself based on your screenshots. The most important component of this is testing - please ensure you test BOTH flows extensively, so that I don't find bugs in them once you hand over the screenshots/process.
Ideal Skills and Experience:
- Expertise in Microsoft Exchange and Power Automate.
- Proven experience in building automated systems.
- Strong understanding of email automation and triggers.
- Integration: The flow needs to be integrated with Microsoft Exchange. I'm looking for someone proficient with Power Automate.
- Basic Description: The main task of the flow will be to send emails containing renamed attachments
- Trigger: The flow should be activated when a new email is received.
Detailed task description:
- I currently receive invoices via a PDF, or, via an email (in the body of the email, no PDF attachment)
- I have an accounting package (Xero) which provided me with an inbox address to which I send my invoices to (let's say this inbox address is dima_extreema at inbox.xero.com)
- Currently, for PDF invoices - I have to either forward the email to dima_extreema at inbox.xero.com, or, save the PDF to my computer, rename it so it's easier to find in Xero, and create a new email to dima_extreema at inbox.xero.com and attach the renamed PDF file - clicking send
- Currently, for in-email invoices, I take a screenshot of this email, save the screenshot to my desktop as a .PNG file, rename it, and send it as an attachment to dima_extreema at inbox.xero.com
- for screenshots, if I'm lazy, I simply copy and paste the screenshot INTO the body of the email (in Outlook on desktop, or, in MAIL app on my iPhone) and send to dima_extreema at inbox.xero.com - it usually arrives with a generic name like image1.png or image2.png
The above causes issues for me, as it's manual. What I want to achieve via Power Automate is the following, via TWO separate rules
- I receive an invoice as a PDF file
- I forward this email to MYSELF, running a Power Automate rule on MY OWN inbox
- in the subject line, I write "inv-pdf internet may 2024"
- "inv-pdf" will ALWAYS be used in the subject line, following by the name I make up on the spot
- the PowerAutomate rule is set to filter ONLY emails that contain "inv-pdf" in the subject line AND contain the PDF, and, are sent FROM me, and, are sent TO me. If this condition is met, then:
- the PowerAutomate rule takes all PDF files (there could be multiple PDFs attached), and, RENAMES each PDF file by concatenating the SUBJECT LINE and a blank space and the ORIGINAL pdf file name/s
- once the PDF files have been renamed, the PDF files are added to a NEW email as an attachment that PowerAutomate will send to my accounting software (i.e. to dima_extreema at inbox.xero.com) with the two renamed PDF files attached (assuming two PDF files were received). Both the subject and the body of the email sent to dima_extreema at inbox.xero.com by PowerAutomate can be blank.
The second rule I need is the SAME as the above, but, where I need to forward an email-based invoice that is NOT a PDF attachment, and have PowerAutomate turn this email into a PDF, give it a name, and send to dima_extreema at inbox.xero.com as a PDF attachment. The details of the flow are nearly identical to PDF:
- I receive an invoice via email, where the email ITSELF is the invoice. There are no PDF attachments (but there could be embedded .PNG or .JPG files into the body of the email, like logos, etc)
- I forward this email to MYSELF, running a Power Automate rule on MY OWN inbox
- in the subject line, I write "inv-email hotel in june"
- "inv-email" will ALWAYS be used in the subject line, following by the name I make up on the spot
- the second PowerAutomate rule is set to filter ONLY emails that contain "inv-email" in the subject line, and, are sent FROM me, and, are sent TO me. If this condition is met, then:
- the PowerAutomate rule takes this email, prints it to PDF and gives the PDF the name of the subject (e.g. the above example will result in a PDF called "inv-email hotel in june.pdf"). There will only ever be ONE PDF generated in this example, as the whole email is printed to just a single PDF.
- once the PDF file has been created, the PDF file are added to a NEW email as an attachment that PowerAutomate will send to my accounting software (i.e. to dima_extreema at inbox.xero.com). Both the subject and the body of the email sent to dima_extreema at inbox.xero.com by PowerAutomate can be blank.
This project requires you to develop and TEST the above functionality, and your deliverable will be a series of instructions and high-resolution screenshots that you will need to send to me by email, that outline the exact settings and code I need to use for BOTH of the automations defined above. You will not need to set the automations up yourself - I will set them up in my Microsoft instance myself based on your screenshots. The most important component of this is testing - please ensure you test BOTH flows extensively, so that I don't find bugs in them once you hand over the screenshots/process.
Ideal Skills and Experience:
- Expertise in Microsoft Exchange and Power Automate.
- Proven experience in building automated systems.
- Strong understanding of email automation and triggers.
Related categories:
Software Architecture
Microsoft Exchange
Microsoft
Microsoft Outlook
Power Automate