Monitors Outlook for new attachments, saves them to OneDrive, logs filenames in Excel, and notifies via Teams when configured.
The AI agent watches your Outlook inbox for new messages with attachments and downloads each file. It stores every attachment in a designated OneDrive folder and appends a row to an Excel table with the filename and timestamp. Optionally, it posts a Teams notification after each processed attachment and maintains an auditable log.
Automates the end-to-end flow from email receipt to storage and logging.
Detects new emails with attachments in Outlook.
Downloads each attachment as binary data.
Uploads the file to a OneDrive folder (configurable by folder name).
Appends a log row in an Excel table with the filename and timestamp.
Sends an optional Teams notification after processing.
Processes attachments sequentially to ensure clean handling.
This automation addresses common manual attachment workflows and creates a reliable, auditable path from receipt to storage and logging.
A simple, three-step flow that is easy to understand.
Monitors Outlook for incoming messages with attachments and launches processing.
Uploads each attachment to the chosen OneDrive folder and appends a row to the Excel log with filename and timestamp.
Sends a Teams notification if enabled and records the completion status for auditing.
A realistic scenario showing task, time, and results.
Scenario: Each morning at 9:00 AM, two invoices arrive by email. The AI agent downloads both attachments, saves them to the OneDrive folder 'Invoices/2026', and logs the filenames with timestamps in the Excel table. If Teams integration is enabled, a notification is posted detailing the stored filenames and locations.
Roles that gain concrete improvements from automating attachment handling.
Automates invoice attachment handling from receipt to storage and logging.
Provides an auditable log of all attachments for easy reporting.
Keeps workflow within Microsoft 365 and reduces manual steps.
Keeps vendor receipts organized in a central location.
Keeps purchase orders attached to the correct folder and logged.
Eliminates manual attachment handling and creates traceable records.
Uses familiar Microsoft 365 apps to perform the automation inside your workflow.
Trigger on incoming emails and download attachments.
Search for folders and upload files.
Append rows to a table in a workbook.
Send notifications when attachments are processed.
Practical scenarios where the AI agent adds value.
Common questions about setup, security, and operation.
Yes. You can configure subject lines, sender addresses, and mailbox folders to trigger processing. The agent supports filters to limit which messages are processed, helping you target invoices or specific vendors. If a message lacks required attachments, it is safely skipped. You can adjust filters at any time and re-run processing on historical messages if needed. The goal is to minimize false positives while ensuring critical attachments are captured.
Attachments are uploaded to a configurable OneDrive folder path, for example a purchase folder or a date-based subfolder. The agent can search for folders by name or path and create a consistent storage location for every attachment. Filenames can be preserved or normalized according to your settings. You can structure folders to mirror your organizational scheme for easy retrieval. This keeps content centralized and easy to audit.
Yes. The Excel log can include additional columns such as attachment size, timestamp, sender, and subject. You can map these data points to existing columns or create new ones in the target table. The agent appends one row per attachment with the chosen metadata. This supports richer reporting and auditing across the attachment lifecycle. If you change the schema, ensure the Excel table matches the configured fields.
Notifications are optional. You can enable or disable Teams messages per workflow. When enabled, a concise notification is posted after each processed attachment with the filename and storage location. This helps teams stay informed without manual checks. If disabled, the agent still completes storage and logging, but without real-time alerts.
If an upload to OneDrive or a log write to Excel fails, the agent logs the error and skips to the next attachment to avoid stopping the entire workflow. It retries failed operations a configurable number of times and surfaces failures in the audit log for review. You can set alerts for repeated failures. The goal is to preserve progress and provide clear remediation steps.
Failed attachments remain in a pending state with an error record in the audit log. They are retried automatically on a schedule or can be re-queued manually. If necessary, you can export a list of failed items for manual follow-up. Successful attachments continue through the normal flow while errors are isolated. This prevents data loss and ensures visibility into what needs attention.
The AI agent operates within your Microsoft 365 permissions and inherits the access controls of Outlook, OneDrive, Excel, and Teams. Attachments are uploaded to folders the user has access to, and the Excel log resides in the same secured environment. All data transmissions occur over Microsoft APIs with standard encryption. You can audit who configured the workflow and who processed each attachment. Regular access reviews ensure alignment with security policies.
Monitors Outlook for new attachments, saves them to OneDrive, logs filenames in Excel, and notifies via Teams when configured.
