Automatic Microsoft Outlook attachment storage to OneDrive with Excel logging Workflow Solution

Workflow overview

Why this workflow matters

Relevant for managed services and support workflows. Supports knowledge capture and document intelligence use cases.

📥 Save Email Attachments to OneDrive & Log Them in Excel This workflow watches your Outlook inbox, automatically downloads file attachments (for example invoices), saves them into a specific OneDrive folder, and logs each file name into an Excel table. Optionally, it also posts a Microsoft Teams message to let you know that a new attachment has been processed. ✨ What this workflow does Monitors a Microsoft Outlook mailbox for new emails. Fetches all attachments from each incoming message. Processes attachments one by one so every file is handled cleanly. Downloads each attachment as binary data. Uploads the file into a OneDrive folder (looked up by name). Appends a new row with the filename to an Excel table for tracking. Sends a Teams chat notification once an attachment has been uploaded (optional). 🧑‍💼 Who this is for This workflow is ideal for: Finance / accounting teams who receive invoices by email and want them stored centrally. Anyone who wants an “email → OneDrive → Excel log” pipeline without manual downloading and renaming. AlekSystem users who work in a Microsoft 365 environment (Outlook, OneDrive, Excel, Teams). ✅ Requirements Before you run the workflow, you’ll need: A Microsoft Outlook account with permissions to read emails and attachments. A OneDrive / SharePoint drive with a target folder (the example uses a folder whose name matches the search in the Get Folder ID node, e.g. TestAlekSystem). An Excel workbook stored in OneDrive with: A worksheet and table already created. A column named Filename (or adjust the Set Filename + Excel node to match your column name). AlekSystem credentials set up for: Microsoft Outlook Microsoft OneDrive Microsoft Excel Microsoft Teams (optional but used in this template) 🛠️ Setup steps Import the workflow JSON into your AlekSystem instance. Configure credentials: Set your Outlook, OneDrive, Excel, and Teams credentials on the respective nodes. Adjust the mail trigger (On Mail Received): Optionally add filters (subject, sender, folder) if you only want to process invoices or a specific mailbox/folder. Set the OneDrive folder search (Get Folder ID): Update the query parameter to the exact name of the folder where attachments should be stored. Point the Excel node to your workbook (Append to Excel Log): Use the dropdowns to select your workbook, worksheet and table. Ensure there’s a Filename column (or rename the field in Set Filename to match your actual column). Activate the workflow: Once active, every new email that hits the trigger will have its attachments stored in OneDrive and logged in Excel. 🔗 Integrations used Microsoft Outlook** – trigger on incoming emails and download attachments. Microsoft OneDrive** – search for folders and upload files. Microsoft Excel** – append rows to a table in a workbook. Microsoft Teams** – send notifications when attachments are processed.

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