Removing wasted steps in a business process is super important. Lots of us get tasks and requests into our inboxes daily. What if you could generate well-organised planner entries directly with 1 drag and drop?
Using M365 tools, I'll show you how and even better, I'll get around that annoying feature in Power Automate planner actions and show you how to add Attachments directly to Planner tasks.
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How to use:
Email Folders
Planner Boards
SharePoint Document Libraries
Power Automate
To create a 1 click process for creating tasks for your team, yourself or a group or people directly as emails land in your Inbox.
Grab a coffee and join me for 15 mins whilst I show you how.
If you want to see how this will work with multiple documents at once as attachments, watch here https://youtu.be/E01K7JwYi8k