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.
- Runs
- The moment it happens
- Apps
- Outlook, SharePoint
- AI
- Optional
- Access
- Sites.ReadWrite.All (or Sites.Selected), Mail.Send
Send this to your assistant
Create a ClickRuntime automation: when someone submits our intake form, add it to the Requests list in SharePoint, email the person who handles that type of request, and send the sender an acknowledgement from Outlook.
First time? Adding ClickRuntime to your assistant takes about two minutes.
Why use it
Why teams use this automation
Requests from a website or intranet form, such as new leads, IT requests or data-protection requests, often end up in a shared inbox where they're hard to track. Some have legal deadlines, and nobody can say for sure which ones were answered.
Logging each submission in a SharePoint list gives you a proper register with dates and owners, while the email to the owner and the acknowledgement to the sender make sure the request is picked up and the person knows it arrived.
What you get out of it
A register you can audit
Every request is a list item with the date it arrived. That's what you need when a data-protection deadline or an internal audit comes up.
The right person hears straight away
Each request type has an owner, who gets an email the moment it arrives. Nothing waits for someone to triage a shared inbox.
Senders know it arrived
An acknowledgement from your Outlook address confirms receipt. That cuts down follow-up emails asking for an update.
Sorting without guesswork
AI can suggest a category and priority when the form leaves it open. The owner can correct it in the list if needed.
How it works
What happens, step by step
Your form sends each submission to ClickRuntime.
If the form doesn't say what kind of request it is, AI suggests a category.
A new item is added to your SharePoint list with the details and date.
The owner for that category gets an email, and the sender gets an acknowledgement from Outlook.
Before it runs live
- Connect Outlook
- Connect SharePoint
- Paste your automation's link into the other app's webhook settings
What you get
Build your own
Need it to work differently?
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.
Changes you can ask for
- Act only on the items that match your own rules, and skip the rest
- Change what the AI looks for, or how it writes the result
- Add another app, for example also send it to Slack
- Combine it with other Outlook and SharePoint steps into one automation
Under the hood
The code that runs this automation
GRAPH = "https://graph.microsoft.com/v1.0"
SITE = "contoso.sharepoint.com:/sites/operations:"
from clickruntime import on_event, credentials, http, ai
LIST = "Requests"
OWNERS = {"Lead": "sales@example.com", "IT": "it@example.com", "Privacy": "privacy@example.com"}
def mail(h, to, subject, text):
http.post(f"{GRAPH}/me/sendMail", headers=h, json={"message": {"subject": subject,
"body": {"contentType": "Text", "content": text}, "toRecipients": [{"emailAddress": {"address": to}}]}}).raise_for_status()
@on_event
def handle(event):
f = event.json or {}
kind = f.get("type")
if kind not in OWNERS:
kind = ai.generate(f.get("details", "")[:1500], system=f"Reply with one word from: {', '.join(OWNERS)}.", max_output_tokens=10).text.strip()
kind = kind if kind in OWNERS else "Lead"
h = {"Authorization": f"Bearer {credentials.connection('microsoft', 'work')}"}
item = {"fields": {"Title": f.get("name", ""), "Email": f.get("email", ""), "RequestType": kind, "Details": f.get("details", "")}}
http.post(f"{GRAPH}/sites/{SITE}/lists/{LIST}/items", headers=h, json=item).raise_for_status()
mail(h, OWNERS[kind], f"New {kind} request from {f.get('name')}", f.get("details", ""))
if f.get("email"):
mail(h, f["email"], "We've received your request", "Thanks, we've logged your request and will be in touch shortly.")
return {"type": kind}FAQ
Common questions
Can each request type go to a different person?
Does it need AI?
Which columns are filled in?
What permissions does it need?
Does it need AI?
How many runs does it use?
Can I change how it works?
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