← Back to the guide

Outlook rules and automation

6slides. Screenshot a slide, download it as a PNG, or use your browser's Print → Save as PDF for a LinkedIn-ready multi-page carousel — each slide becomes one page.

M

solvingmicrosoft365.com

1 / 6

Outlook rules and automation

Client-side rules, server-side rules, and Power Automate — the three ways to automate email handling in Microsoft 365.

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/outlook-rules-and-automation

Slide 1Download PNG

M

solvingmicrosoft365.com

2 / 6

01

Move newsletter mail to a folder

Tool: Server-side rule

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/outlook-rules-and-automation

Slide 2Download PNG

M

solvingmicrosoft365.com

3 / 6

02

Create a Planner task when a project email arrives

Tool: Power Automate

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/outlook-rules-and-automation

Slide 3Download PNG

M

solvingmicrosoft365.com

4 / 6

03

Add a legal disclaimer to all outbound mail

Tool: Transport rule

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/outlook-rules-and-automation

Slide 4Download PNG

M

solvingmicrosoft365.com

5 / 6

04

Forward urgent messages to a phone

Tool: Server-side rule (with caution)

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/outlook-rules-and-automation

Slide 5Download PNG

M

solvingmicrosoft365.com

6 / 6

05

Process emails into a SharePoint list

Tool: Power Automate

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/outlook-rules-and-automation

Slide 6Download PNG

Auto-generated from Outlook rules and automation. This page is not indexed and isn't part of the guide itself.