Filing NODs - perreaultcourtney/NBIFsummer_projects GitHub Wiki

Solution 1: Power Automate Desktop - manual run

  1. Check conditions of email:

subject includes 'decision'
sender is '[email protected]'

  1. Save attachment to specified folder. (Possibility of determining correct folder at this point)

  2. Read text from file (how to apply to all?) (can only be applied to a single file but can be a variable so somehow need to filter better before?)

  3. Parse the text to find reference number (reg. exp)

  4. Move file to corresponding folder.

Solution 2: Power Automate Cloud to Desktop (requires Premium)

If I can somehow forward a single attachment to the desktop flow it might work

  1. Check conditions of email:

subject includes 'decision'
sender is '[email protected]'

  1. Trigger Desktop portion. Steps 2 -5.

Questions & Concerns

  • How important is it to have last name in file name?
  • Conversion from Word to PDF can be done through Power Automate (1000 for 6 months before $$)
  • How are applications saved + file created?
  • If I could automate the saving and creating of files then the naming would be much easier and more consistent.

***Will each fund need a flow? Will each language need a flow? How to generalize conditions.***