Description
Learn how to automatically sort and route email attachments using Power Automate and AI. When an email comes in with a bunch of attachments, this flow loops through each one, uses an AI prompt to figure out what it is (invoice, purchase order, resume, or other), saves it to the right SharePoint folder, and extracts the key data into the file properties. Then I show a second way to do the same thing using Copilot in SharePoint with autofill columns. The whole idea is sprinkling a little AI into the flows you already run to get better results with less work.
Want to go deeper with Copilot in your business? Join my one day live class on June 9th. https://training.powerapps911.com/courses/copilot-jumpstart
0:00 Email Router with AI
0:24 Demo of Attachment Router
3:50 Trigger and loop through the email
5:30 Run a prompt to categorize the file
8:39 Create file in SharePoint with dynamic folder
9:36 Switch based on category
11:05 SharePoint Update file properties
12:51 Copilot in SharePoint Autofill Columns
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