RecategorizeIt Flow for Office 365

Problem

A user describes the problem:
"At our company, each department has a shared mailbox. They organize this by categorizing incoming mail with the name of the employee who will deal with it. After reading and answering, the mail will be put in the archive.
Problem is when a specific mail is replied to, we need to categorize it one more time-wasting time on determining who is dealing with what."

Purpose

The RecategorizeIt flow implements the following scenario: several people should process emails delivered to the shared mailbox. A manager assigns each new message to a team member using a category. After that, each new incoming message of this thread will be categorized automatically by the flow.

Let us suppose a new invoice from a customer ("FIRST EMAIL" below) is delivered to the shared mailbox at 9:31 AM. A manager assigns this invoice to John Doe manually by setting the "JohnDoe" category, at 9:35 AM. John Doe replied to a customer at 9:41 AM, and then the customer replied twice ("2ND EMAIL" and "3RD EMAIL"). These two customer emails are automatically categorized as "JohnDoe" by the flow.

The application consists of two flows: RecategorizeIt and RecategorizeScheduled.

Current version: 1.0.6

Installation

Let us assume your shared mailbox is "info@contoso.com".

1. Using the Office 365 user account that has full access to the shared mailbox "info@contoso.com" and the right to send as "info@contoso.com", open Office 365 Power Automate and import the RecategorizeIt6.zip file as described here.
   
2. The flow uses two connections: "Office 365 Outlook" and "Office 365 Users". Select your existing connections or create new ones.
   
3. Enter the UPN of your shared mailbox in the "Original Mailbox Address" field. Select "Inbox" in the "Folder" field. Click the three dots, then select "Settings". Set the "Split On" to "Off". Save the flow.
   
4. Turn on the "RecategorizeIt6" flow.
   
5. Import the RecategorizeScheduled6.zip file. This flow also uses "Office 365 Outlook" and "Office 365 Users" connections. Select your existing connections. In the trigger, set the interval to 10 minutes (you can change it later). In the "Compose SharedMailboxEmail (parameter)", enter the UPN of your shared mailbox. Save the flow.
   
6. Turn on the "RecategorizeScheduled6" flow.

Testing

1. Send a test message from an external address to the shared mailbox. Open Outlook, navigate to the Inbox of the shared mailbox and categorize this test message with the "JohnDoe" category.
   
2. Click Reply and send the reply message.
3. Reply to that message from the external address.
   
4. Note that the delivered 2nd email is categorized automatically. Also note that a special subfolder, ReCategorizeIt, has been created under Inbox by the flow. Do not delete it.
   

Warning

What you get after purchase

You will receive a download link for the zip file. Import it into your flows list as described in the Installation section above.

Pricing and Licensing

Licensing policy: You may use one license of the flow for one shared mailbox. We will support only the original unmodified version of the flow as it is saved in the distribution zip file. You may not resell the flow.

License type

Price per unit

Single license

$49.00

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