In this guide, we'll walk you through the process of setting up an automation flow that transfers your Outlook attachments to SharePoint using Levity.ai. This process involves two templates, one for images and one for PDFs, but they function identically. For this example, we'll use the image template.
Step 1: Select Your AI Block
Start by selecting your AI block. In this case, we're using an AI block that detects photo quality.
Step 2: Connect Your Accounts
Next, you'll need to connect your Outlook and SharePoint accounts to Levity.ai. Connecting SharePoint can be a bit more involved, as it requires creating a SharePoint app for your workspace to obtain the necessary credentials. You can find detailed instructions on how to do this in our documentation.
Step 3: Select Your SharePoint Site
Once your accounts are connected, select your SharePoint site. This is essentially a sub-workspace within SharePoint. You can use a default site or create a custom one. For this example, we're using a custom site called "team site test".
Step 4: Map Labels to Folders
Now, you'll map the labels from your AI block to folders in SharePoint. For example, if you have a label called "watermarked", you can map it to a folder in SharePoint also named "watermarked".
If a folder corresponding to a label doesn't exist yet, Levity.ai will automatically create it for you. For instance, if you map a label called "blurry" to a folder named "blurry", and there's no existing "blurry" folder, one will be created.
To place files in the top level of your SharePoint site, use a single slash ("/"). Please note that it's essential to include the trailing slash; otherwise, Levity.ai won't be able to create or find the folder.
Step 5: Send an Email with Attachments
Now, send an email to your Outlook account with the attachments you want to transfer to SharePoint. In this example, we're sending an email with three screenshots and a PDF. The PDF will be ignored by the image template.
Step 6: Run the Flow
Finally, run the flow. Please note that the flow runs every 10 minutes and is not instantly triggered. Once the flow runs, it will transfer the images from your email to the corresponding folders in SharePoint.
And that's it! You've now automated the process of transferring Outlook attachments to SharePoint using Levity.ai. This will save you time and effort, especially if you frequently receive important images or documents via email that need to be stored in SharePoint.