For a video tutorial on how to find the PoliteMail Connector and set up a basic flow, click here.
What is Flow?
Microsoft Flow is a powerful Office 365 application that allows users to create automated, event-driven work processes across several different applications. PoliteMail now includes a Flow Connector, so you may automate some of your email processes based up PoliteMail interaction data. The Flow tool is accessible from your Office365 Home Page.
- Trigger: An event that starts the Flow
- Actions: What happens after a Trigger occurs
- Connectors: Bridges that allow Flow to connect apps and actions together
Where to Find the PoliteMail Connector
The PoliteMail Connector is found in the Connectors tab. You can either scroll to the PoliteMail icon from the list of icons, or type in PoliteMail in the Search bar.
Creating a Flow from a Blank Template
Flows can be created either by starting from a blank template, or using one of Flow’s built-in templates. You also have the option of importing saved templates. Navigate to My flows to begin. You can also click on Team flows if you want to create a Flow to be shared by your team.
Note: PoliteMail will be adding more templates in subsequent releases.
For this example, let’s say you have a Shared Folder on SharePoint. You will be adding documents to it and would like a tracked email sent out that notifies the members of your team that a new document has been added and needs their input. You need to be able to track who reads the email so you can make sure all team members have seen and edited the document.
- Click Blank Template to begin.
- You first need to set a Trigger. The Trigger in this case will be when a document gets added to the shared folder. If you type “SharePoint” in the Search tab, Flow will list the available Triggers. Click “When a file is created in a folder”
- Next you’ll need to add the SharePoint attributes, in this case, where the file is located on SharePoint, and the name of the Folder you want included in the Flow. Using the pull-down menu should give you a list of folders available in SharePoint. * Click New Step when you’re done.
- Click Add an Action. In the Action dialogue box, Search for PoliteMail. You’ll now see a list of PoliteMail Actions. * Click Send a message.
- Your next step is to populate the PoliteMail fields with your email addresses, subject, body, etc. of the email. Click Save when you are finished.
- You can change the name of your Flow by clicking on its title in the left-hand corner of the screen.
- It’s a good idea to test your Flow. Click the Test icon in the upper right-hand corner.
Success! Now all the members of the Northwest Sales Team will automatically receive an email that reminds them to update when new documents are added to SharePoint.
Using and Editing Your Flow
- Your new flow should now appear in the My flows tab. You have controls whether to turn the flow off or on, assign other owners to the flow, and edit the flow.
- Clicking on a flow name will allow you to see the attributes of the flow. You can add a description, see Connections and Owners, and look at the flow’s Run History.
- In the ellipses pull-down menu, you will see several options for saving, deleting, and exporting your Flow. Clicking on Export > Package will allow to you save your flow as a zip file that can be uploaded and sent. You can even submit your custom template to the Microsoft Flow Team for approval to add it to the gallery.
- Clicking on the See Analytics button , either in the ellipses pull-down menu or in the Attributes window, will allow you to view the flow metrics.
- By hovering your mouse over any of the windows, a pull-down menu will appear with options to view or export the data.
*Note: If you do not see your shared folders, you may need to check your connection and make sure Flow is connected to it. Clicking on the ellipses menu in the Trigger window will allow you to access settings. If you don’t see yours, check New Connection and set up a connection based on your Office365 credentials.
*Note2: If you do not see your email lists, you may need to check your connection and make sure Flow is connected to it. Clicking on the ellipses menu in the Controller window will allow you to access settings. If you don’t see yours, check New Connection and set up a connection based on your PoliteMail credentials.