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ClickRuntime

Connect Outlook to SharePoint

SharePoint is where many teams keep their official records and files, and Outlook is where most of that information first arrives. Connecting them files attachments, form submissions and meeting decisions into the right list or library without anyone copying them over by hand.
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Ideas

What you can do with Outlook and SharePoint

Attachments, form submissions and decisions filed into SharePoint, with the right people emailed from Outlook. These are ready-made starting points. Anything else you can describe works too.
The moment it happens

Log form submissions in a SharePoint list and email the owner

Every form submission becomes an item in your SharePoint list, the right person is emailed, and the sender gets an acknowledgement.

See how it works
Every 15 minutes

Archive email attachments to a SharePoint library

Attachments from incoming emails are saved to your SharePoint library by date, with a log of what was filed.

See how it works
On a schedule

Email timesheet reminders to staff listed in SharePoint

Twice a week everyone on your staff list gets a personal reminder from Outlook to submit their timesheet.

See how it works
Every 15 minutesAI

Record decisions from meeting summaries in SharePoint

Decisions and action items from meeting summary emails are added to SharePoint lists, so nothing agreed gets lost.

See how it works Your own logic

Any other automation you can describe in words

Your own rules, schedule and AI steps with Outlook and SharePoint, plus any other app. Describe it and your assistant builds it.

See how to build your own

Build your own

Build any Outlook and SharePoint automation you can describe

The ideas above are ready-made starting points, not a fixed list. Describe what should happen between Outlook and SharePoint in your own words, with your conditions, other apps or an AI step, and your assistant writes it, tests it and runs it on ClickRuntime.

  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

For example, ask your assistant

Save attachments from Outlook to SharePoint only if they are PDFs from our clients' domains, and name each file with the date and client name.

Every Monday, email each owner the SharePoint list items assigned to them that are past their due date.

Use cases

Why people connect Outlook and SharePoint

How the two apps work together

  • New Outlook messages and SharePoint list changes can reach a trigger link through Microsoft Graph change notifications, or the script checks every few minutes.
  • Attachments and extracted email details are written to SharePoint document libraries or list items.
  • Outlook emails go out when list items reach a date or status you choose.

  • Project teams file client emails in SharePoint

    Emails with attachments from a client go to the client's document library folder. The project record is complete without manual saves.

  • Operations track requests in a SharePoint list

    Emails to a request mailbox create SharePoint list items with requester, type and due date. The list becomes the team queue.

  • HR and compliance send reminders from lists

    SharePoint list items with expiry or review dates trigger Outlook reminders to the owner. Reviews happen on time.

  • Managers get a summary of library changes

    New or changed documents in a library are listed in a weekly Outlook email. People see what was added without browsing the site.

More apps

Outlook, SharePoint and other apps in one automation

An automation isn't limited to two apps. Add the next step in another app and it runs as part of the same automation.

Request emails to SharePoint and Teams

When an email arrives in our requests mailbox in Outlook, create a SharePoint list item and post the request in our Teams Operations channel.

Weekly SharePoint list export to Excel

Every Friday, copy the open items in my SharePoint Requests list into a new sheet in my Excel workbook and email it to me from Outlook.

Escalate SharePoint requests to Jira

When a SharePoint list item created from an Outlook email is marked Technical, create a Jira issue and email the requester the issue key.

Setup

Connect Outlook and SharePoint once

Every idea on this page uses the same two connections, so you set them up once. If one is missing, your assistant tells you and links to the right place.

Outlook

Email

  1. At entra.microsoft.com, go to Identity → Applications → App registrations → New registration. Choose single tenant for a work account, or any organisation plus personal accounts for Outlook.com, and add the Web redirect URI https://clickruntime.com/oauth/callback.
  2. Under Certificates & secrets, create a new client secret and copy its value straight away.
  3. Under API permissions, add Microsoft Graph delegated permissions Mail.ReadWrite, Mail.Send, offline_access and User.Read, then grant admin consent if your organisation requires it.
  4. In the ClickRuntime dashboard, open Connections, choose Outlook and enter the Tenant ID, Client ID and client secret.

SharePoint

Intranet / Documents

  1. In Microsoft Entra, open App registrations and create a registration, or reuse the one you made for your other Microsoft apps.
  2. Add a client secret (or certificate) and copy its value.
  3. For access to all your sites, add the delegated permission Sites.ReadWrite.All and have an admin grant consent. To limit it to certain sites, add the app-only permission Sites.Selected instead.
  4. With Sites.Selected, a SharePoint admin grants the app each site through POST /sites/{id}/permissions.
  5. In the ClickRuntime dashboard, open Connections, choose SharePoint and enter the client ID and client secret.

FAQ

Questions about connecting Outlook and SharePoint

Can it be limited to one SharePoint site?
Yes. Your Microsoft admin can grant access to selected sites only, so the automation can't see the rest of your tenant.
Will it work with our existing lists and libraries?
Yes. You point it at the list or library you already use and map the columns once.
Do I need admin approval to connect?
Some organisations require an admin to approve apps that read SharePoint. If yours does, the sign-in screen will say so and your admin can approve it once.
Which mailbox does it read?
The one you connect. A shared mailbox works too if your account has access to it.
Does it need admin consent in Microsoft 365?
Many organisations require an admin to approve apps that access SharePoint. If yours does, the admin approves once and then users can connect.
Can it write to custom list columns?
Yes. Tell your assistant the column names and it sets them through Microsoft Graph.
Can it organise files into folders?
Yes. The script can create folders by client, month or any value from the email and save files there.

Related pages

Keep exploring

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