I want to create a workflow that can read my Outlook emails received from companies. It needs to analyze the email and then save the attached documents in the corresponding client folder on the Microsoft OneDrive client database of my company. The AI agent needs to file the email in the same client folder for record-keeping. The files that will be available are claims, admin, or renewal of our client base, just over 600 clients. The AI agent needs to go through the email to determine the client’s name to find their folder on the OneDrive client database and then decide if it must go under the admin, claims, or renewal folder within the client’s main folder.
Our usual folder setup flow is:
The current year> client’s name> Non-life insurance > then the three folders (claims, admin and renewal folders.)
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Definitely doable with n8n!
I would separate this into multiple parts, have one workflow that scans all Outlook emails and decides based on the sender, the content, etc, whether this is an email that matches one of your categories, and is from a client.
This is pretty similar to the workflow I walk through in this video (nodes need to be switched from Gmail to Outlook but it’s similar): https://www.youtube.com/watch?v=BQARyWMD_lU
The second workflow processes the labeled emails, extracts the client name. Finds the folder or creates it when needed and then files the attachments. Here is an example workflow that saves attachments.
If you’re interested in getting this built, feel free to also book a free consultation call with me and we can go discuss the details of the setup: Book a Call - SmoothWork