Archive Outlook email attachments to DATEV DMS and notify Slack

This workflow watches your Outlook inbox for new emails with attachments and archives those attachments in DATEV DMS. It skips emails without attachments, looks up a related DATEV client, processes each attachment separately, uploads the file to DATEV DMS, creates the matching document entry, optionally sends a Slack notification, and then marks the email as archived in Outlook.

How it works

1. The workflow starts when a new email arrives in Outlook.
2. Emails without attachments are skipped.
3. A DATEV client is retrieved for the email.
4. Attachments are processed one by one.
5. Each file is uploaded to DATEV DMS and linked to a document.
6. A Slack message can be sent after a successful upload.
7. The Outlook email is then marked as archived.

Setup steps

1. Connect your Microsoft Outlook OAuth2 credentials.
2. Connect your DATEVconnect credentials.
3. Optionally connect Slack credentials.
4. Replace the demo client lookup with your own client-matching logic.
5. Adjust the folder, registry, and metadata fields in the document creation step.
6. Update the Outlook archive action to match your process.