Email Automation in Appian

Question

Hi All, 
 
 We have requirement to create cases based on the mails received in one or more mailboxes in Appian. Kindly guide us on use case or plugin which will help us to achieve this solution. In addition, we have to classify mails based on the subject line of the mails.

Mathieu Drouin · Accepted Answer

I recommend using the Graph Mail Poller (if your org is on M365) for injestng email. 
 community.appian.com/.../msgraph-email-poller 
 As for classifying, you could use the AI Email Classification Smart Service. 
 docs.appian.com/.../Classify_Emails_Smart_Service.html

Shubham Aware · Answer

Shantanu Bhowmick Currently, in one of our projects, we are using the Mail Poller Plugin to read emails in Appian. We are reading incoming emails with attachments in Appian. 
 The plugin stores email metadata (like subject and body) in a table. Based on business logic (implement this logic in an expression rule ), you can classify the email. 
 Remember: When using this plugin, do not change the name of the table APP_MAIL_POLLER , where the smart service stores email metadata after reading an email.

Mathieu Drouin · Answer

If you don't have access to the AI features then, yea you would have to use an expression rule. 
 Appian actually has a doc page dedicated to managing incoming mail. 
 docs.appian.com/.../email-in-appian.html

Mathieu Drouin · Answer

Where did you see that?

Email Automation in Appian

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