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Import files attached to updates into SharePoint

The following functionality is coming soon, and details may change

When an update is created, copy files from the update into the configured SharePoint folder for the item.

This automation will collect any file attached to an update or attached to an email update and save it into the configured SHarePoint folder for the item.

Prerequisites

The configured folder for the parent item must have been created by either of the following automations

If the parent item does not have a configured folder, then the automation will gracefully fail with a Notification message explaining the error.

Notifications can be accessed from the top menu:

Screenshot 2024-10-03 at 07.57.20.png

Permission updates

  • Added permission for the OAuth updates:read scope for this automation

How the automation works

Here’s a walkthrough video to show how the automation works:

VIDEO COMING SOON

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