Sharing my Power Automate Flows: Saving Emailed Gift Receipt as PDF (Outlook & SharePoint)

Inspired by @Dan Snyder 's flow for Gmail gift receipts, this flow converts email received in Outlook to a specific folder into a PDF document and saves to SharePoint. This serves as gift documentation should a data review be needed.

Required connections:
Outlook
OneDrive
SharePoint

Suggested skill level: Beginner

Configuration needs:

1. Create a rule in Outlook to move gift receipts to a specific folder.

2. "Compose: Supporter Name", steps returns text based on the email receipt format of Online Express, which in the sample instance assumes the following format:

Supporter: NAME
Email address: EMAIL@ADDRESS.COM
Gift Date: MM/DD/YYYY
Amount: $XX.XX USD

The Compose function uses a formula that gets text between "Supporter:" and "Email Address" (trim(first(split(last(split(body('Html_to_text'),'Supporter:')),'Email address'))). If your email receipts look different, you'll need to adjust this formula so the flow will know where to grab donor names.

3. This flow uses OneDrive because it has an available “Convert File” function that does not exist in SharePoint. You could use a 3rd party connector to bypass this file step.

4. While the file is created/converted in OneDrive, it is saved to SharePoint. The final step removes the OneDrive document.

SaveOutlookEmailasPDFinSharepoint_20220613160015.zip