New harmon.ie Automatically Save Emails to Microsoft 365
Now in beta.
With email automation, harmon.ie saves emails to Microsoft 365 for you, based on rules you set up. Matching emails are saved to SharePoint, Teams, or OneDrive, to the same location and with the same metadata each time.
You set up and manage your automation from the Automation Dashboard, which you open from the toolbar (
).
How do I create an automation rule?
You create a rule right after you save an email. The rule then saves matching emails to the same location automatically.
- Save an email to a SharePoint, Teams, or OneDrive location.
- In the Automatically save prompt, turn on the rule you want.
- harmon.ie confirms that the rule was created. From then on, matching emails are saved automatically the next time harmon.ie scans your inbox, to the same location and with the same metadata.
Rule types
This release supports the following rules:
- Save conversation (
) – turn on Future replies to this email to save every new reply in the conversation. - Save by sender () – turn on All emails from the sender’s address to save every email from that sender. This option appears only when harmon.ie detects that you have saved several emails from the same sender to the same location.
) – turn on Future replies to this email to save every new reply in the conversation.
) – turn on All emails from the sender’s address to save every email from that sender. This option appears only when harmon.ie detects that you have saved several emails from the same sender to the same location.How do I run automation?
harmon.ie saves matching emails when it scans your inbox. You start a scan yourself:
- Open the Automation Dashboard from the toolbar (
). - Select Run now.
The Automatic saving section then shows how many emails were Saved this run, how many Had issues, and the last run time.
How do I find emails that were saved?
harmon.ie adds the Saved in M365 category to any email saved to Microsoft 365 — automatically or manually, by you or a colleague. Look for this category in your inbox to find saved emails.
How do I find emails that couldn’t be saved?
If harmon.ie tried to save an email but couldn’t, it counts it under Had issues in the Automatic saving section, and marks the email in your inbox with the Had issue category. Check your inbox for emails in that category and try saving them again.
How do I view or delete a rule?
- Open the Automation Dashboard from the toolbar ().
- In the Active rules table, find the rule you want. The table lists every rule you have created, including its destination location, when it last saved an email, and how many emails it has saved.
- For that rule, select:
- Open location – open the rule’s destination location (SharePoint, Teams, or OneDrive) in harmon.ie.
- Delete rule – stop saving emails for that rule. Emails already saved to Microsoft 365 are not affected.
How do I know if a colleague already saved an email?
When a colleague saves an email that you also received, harmon.ie adds the Saved in M365 category to your copy in Outlook, showing that it was already saved and where, so you don’t save it twice.
Your administrator turns on shared categories together with email automation.
The Saved in M365 category appears on your copy only if your colleague saved the email to a location that you can also access. If the email was saved to a location you don’t have access to, no category is added to your copy.
Emails saved to OneDrive are not marked with shared categories, though automation rules still work for OneDrive locations.
Why don’t I see categories or shared saves?
If saved emails aren’t marked with categories in your inbox, or you don’t see when a colleague has already saved an email:
- This feature must be enabled by your administrator. If it’s missing, contact your administrator.
- Check that email categories aren’t turned off in your settings. See Apply categories to saved emails.
- Make sure you have access to the saved location. Otherwise, the category doesn’t show.
