Send client documents to a OneDrive folder per company
When a client email arrives with documents, the AI reads the subject and body to find the company name, creates its OneDrive folder if needed and uploads the attachments there. Connect OneDrive and choose the root folder. If no company is identified, the files go to a "To sort" folder.
- By
- Loop & Roll team · Official
- Copied
- 0 times
- Steps
- 4
- Version
- 1 · 18 October 2026
- Requires
- Loop & Roll 1.0.0 or later
Workflow graph
How it works
-
1
Email with attachments
trigger.email -
2
Identify the company
ai.extract -
3
Create the company folder
onedrive.create_folder -
4
Upload the documents
onedrive.upload
What you will fill in after import
Nothing personal travels with a template: connections, mailboxes, tables and recipients are left blank for you to pick in your instance.
- Connections to choose
- Create the company folder · credential (msgraph_oauth) Upload the documents · credential (msgraph_oauth) OpenAI · connection (llm_provider)
- Folders, calendars and other resources to choose
- Create the company folder · parent
See also
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