Capture important emails in Microsoft 365, automatically

New harmon.ie email automation captures the right emails in Microsoft 365 for you, so compliance no longer depends on someone remembering to file.

Set automation rules, and harmon.ie keeps saving emails to the right place in SharePoint, with metadata, automatically.

Set it up in seconds, then let it run

You create an automation the same way you already save email.

Save one email to the right location, then turn on the rule when harmon.ie prompts you. From then on, matching emails are captured for you.

Upcoming automation features:

Shared categories

See at a glance what you and your colleagues have already saved, and where. No more duplicate saves, no more “did anyone file this?”

Automatic conversation saving

Save one email in a conversation, then tell harmon.ie to keep that conversation in the same SharePoint location. Every future reply is captured there automatically.

Rule-based automation

Automatically save emails by sender, subject line, or keywords. Set the rule once and matching messages are captured for you.

AI-powered filing via Copilot

Email importance detection, location recommendations, and context-aware filing suggestions through Microsoft 365 Copilot integration.

Bulk email upload

Hand a batch of emails to harmon.ie and they upload to SharePoint in the background while you keep working.

Automation dashboard

Manage rules, resolve errors, and review an activity log in one place.

Enterprise-ready by design

Email automation changes nothing about where your data lives or who controls it. Your content stays in your Microsoft 365 tenant, and rules are created and managed by each user.

Runs in the add-in, or in the background with the desktop app

Automation runs in the New harmon.ie Outlook add-in while it is open, so keep the add-in open while it works. The desktop app runs automation in the background for more consistent capture, even when Outlook is closed. The desktop app is optional, and included in your license.

harmon.ie Automation — FAQ

Do I need the harmon.ie desktop app?

No. Automation can run in the New harmon.ie add-in, which needs to stay open while it works. The desktop app is optional and runs automation in the background for more consistent capture.

Does it save older emails, or only new ones?

When you set a rule, harmon.ie scans the last 200 emails in your inbox, so recent matching emails are saved too, not just new ones. Older emails can still be saved manually.

What happens to attachments?

Attachments are saved embedded in the email.

Can one email save to more than one location?

Yes. You can set two or more rules to save the same email or sender into different locations.

Is automation available during a free trial?

Yes. Automation is available to trial users as well as licensed customers.

How does automatic metadata tagging work?

When automation saves an email, harmon.ie reads the email headers — To, From, Subject, Date, and whether it has attachments — and writes them into SharePoint metadata columns. It also creates an Email view in the library that displays these columns in a grid, so saved emails are immediately sortable and filterable without any manual data entry.

Ready to stop filing email by hand?

Join the email automation beta and be ready to capture every important email, automatically.