Salesforce + Outlook Automation

We're a project management consultancy looking for help setting up Outlook rules and categories so emails are automatically tagged by client and action type. We'd also like guidance on using Microsoft Copilot to summarize threads and surface action items. · Your experience with O ...

I have an employee that uses Office 365 and specifically the desktop version of Outlook for their email. · She occasionally receives emails from customers with image attachments, · typically in the HEIC format.Specifically, I would like to leverage automation · ...

We are seeking an experienced Zapier automation specialist for a small public accounting practice.,The project aims to automate engagement letters, track their status and manage bookkeeping workflows. · ...

Create a Power Automate flow to monitor an Outlook folder, · extract email addresses from emails, · de-duplicate them, · and update a Mailchimp Audience with a tag.The flow should write new addresses into an Excel table on OneDrive. · ...

A Microsoft Outlook automation expert is needed to create custom scripts set up keyword-based rules design configure email workflow automation optimize outlook for high-volume use. · ...

I am looking for a skilled freelancer to help me create an Power automated workflow in Microsoft Outlook 365. The goal is to set up specific folders in my Outlook account that check incoming emails and provide a concise summary of their contents. This will help streamline my emai ...

We are looking for an experienced freelancer to design and implement email campaigns using Outlook Power Automate. · ...

We are seeking a skilled freelancer to automate a process that integrates JotForm ChatGPT Adobe and Outlook. · designing and implementing automated workflows li> troubleshooting integration issues li> optimising processes for efficiency ul> ...

We are seeking a skilled freelancer to set up Power Automate flows for efficient filing of Outlook client emails and attachments. · ...

We are a CPA firm looking for an experienced AI automation specialist to build a smart email drafting system.The goal is to automatically generate high-quality draft replies to incoming client emails using AI tools. · ...

We are looking for an experienced automation specialist to create a solution that pulls data from Excel and automatically populates fields in a predefined Outlook email template. · ...

I'm looking for an experienced Microsoft Power Automate / Power Platform specialist to help me set up an automation that forwards or mirrors calendar meetings from one Outlook email account to another. · ...

We need a minimal stable Power Automate setup for one Outlook support mailbox. · Incoming emails are classified by OpenAI API · Spam moved to folder · Non-spam AI-generated reply created as draft · This is a small clearly scoped task not a long project. · Microsoft Power Automate ...

We are seeking an experienced Microsoft 365 / Power Automate consultant to design and implement a reliable automation connecting a SharePoint Online list to an Outlook shared calendar. · The goal is to ensure key project deliverables tracked in a SharePoint list automatically app ...

We are seeking an experienced automation engineer to assist in implementing an email triage workflow in Microsoft 365 Outlook. · Designing and executing workflow automation that enhances email management efficiency. · ...

The automation of Outlook email with PDF attachment from Supabase storage is a task that requires retrieving the correct PDF from Supabase storage based on service type received by API. · Requirements include sending a Loom video showing how to solve it using mock data, · explani ...

We are looking for an experienced backend developer to build a Microsoft Outlook / Microsoft 365 email automation bot. · ...

+Job summary · We are looking for an experienced automation specialist to build a cost-effective MVP that automates booking, confirmations, · and follow-ups safely. · +BenefitsCost effective solution · ...

We are a wellness studio transitioning from a Microsoft Outlook email account hosted through GoDaddy to Google Workspace (G Suite) and are looking for an experienced freelancer. This role is primarily technical and systems-based. · ...

Automate email follow-up using Zapier. · Trigger only on emails sent to prospects. · ...