Simple Emails Tracker with MS Flow and Power BI

Many times we need to keep tracking emails related with a particular subject, received from a specific address or sent to a defined mailbox, etc. From day-to-day operations to external contacts, there are plenty of real life scenarios when it happens and there is a big probability be doing it currently.
The majority of the time our options are either, go email by email and copy the entries into a spreadsheet or pay for one of the thousand software off-the-shelf available in the market nowadays. If the latter can be expensive, the former is not only time-consuming but also it can lead to many errors.

The good news are there is a third option that is a really cheap and easy way to automate and improve this process. We are going to use Microsoft Flow, Outlook, SharePoint and Power BI from your Office 365 subscription.

Flow diagram

In this scenario we are tracking emails received in a Shared Mailbox with a particular Subject. In order to automate the process we are going to create a flow in Microsoft Flow that is recording and entry for each email received in a SharePoint List. Then we connect Power BI to the SharePoint List and import the data to create a Report that is going to be our Email Tracker. After published to the Power BI Service we are going to embed the report into a SharePoint Page. Parallel to it, an email with dashboard is sent daily to the subscribers. Continue reading “Simple Emails Tracker with MS Flow and Power BI”