Email Automation in Appian

RE: Email Automation in Appian

Shantanu Bhowmick — Tue, 03 Jun 2025 13:12:41 GMT

Second point in the description little mislead us, as it was mentioned in end like attachments removed from it. Later realized after noticed the third points mentioned it will store in separate Appian documents.

Thanks for the clarification, we are clear now, we will do some POC then we will comeback if any questions.

RE: Email Automation in Appian

Shubham Aware — Tue, 03 Jun 2025 13:08:13 GMT

Yes right!

Let me know you stuck somewhere.

RE: Email Automation in Appian

Shantanu Bhowmick — Tue, 03 Jun 2025 13:08:06 GMT

Thanks Mathieu Drouin for the link. It is useful to understand our use case further.

RE: Email Automation in Appian

Shantanu Bhowmick — Tue, 03 Jun 2025 13:06:14 GMT

Thanks for the quick reply. In that case, Mail Poller will support email attachment as well, then we will check by doing some POC.

RE: Email Automation in Appian

Shubham Aware — Tue, 03 Jun 2025 12:48:52 GMT

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.

RE: Email Automation in Appian

Mathieu Drouin — Tue, 03 Jun 2025 12:37:46 GMT

Where did you see that?

RE: Email Automation in Appian

Mathieu Drouin — Tue, 03 Jun 2025 12:36:17 GMT

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

RE: Email Automation in Appian

Shantanu Bhowmick — Tue, 03 Jun 2025 12:35:25 GMT

After going through MSGraph Email poller plugin documentation observed it will not store mail attachment. Whether there is any alternative if mail attachment also required to store?

RE: Email Automation in Appian

Shantanu Bhowmick — Tue, 03 Jun 2025 12:29:04 GMT

Thanks for quick update. Our current project dont have AI option enabled, then whether we can use Graph Mail Poller for classifying mails based on subject line using expression rule?

RE: Email Automation in Appian

Mathieu Drouin — Tue, 03 Jun 2025 12:21:32 GMT

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