Automatically capture important emails in Microsoft 365
New harmon.ie email automation captures the right emails in Microsoft 365 for you, so compliance no longer depends on someone remembering to save.
Set automation rules, and harmon.ie keeps saving emails to the right place in SharePoint, with metadata, automatically.
Why automate email capture
Save time, skip the busywork
harmon.ie files the right emails for you. No dragging, tagging, or remembering where things go.
Works how your team already works
Automation runs inside Outlook and builds on your existing saving habits, so there’s no new tool to learn and no workflow to change.
Nothing slips through
When capturing a record depends on someone remembering, things get missed. Automation saves every important email, so your records stay complete.
Stay on top of retention
Emails are saved to the right place in Microsoft 365 automatically, in line with your organization’s retention policies.
Shared, not siloed
Records land in Microsoft 365 where your whole team can find them, instead of staying stuck in one person’s inbox.
Better answers from Copilot
Complete email records give Microsoft Copilot the context it needs for more accurate, useful answers.
Set it up in seconds, then let it run
Automation starts from how you already work. Keep saving emails the way you do today, and harmon.ie offers to turn it into a rule.
Turn the rule on, and from then on matching emails are captured for you.
- Set up from your inbox
- harmon.ie studies how you save and suggests rules to automate it
- Captures matching emails for you, new and recent
- Email headers become SharePoint metadata automatically
Automation features:
Automatic conversation saving
Save one email in a conversation, then tell harmon.ie to keep that conversation in the same SharePoint location. Every future reply is captured there automatically.
Save emails by sender
harmon.ie learns your behavior. When it notices you repeatedly save emails from the same sender the same location, it offers to turn that into an automatic rule.
Shared categories
See at a glance what you and your colleagues have already saved, and where. No more duplicate saves, no more “did anyone file this?”
Coming next:
Additional automation rules
Define automation rules based on domain, subject line, keywords, attachments, or email categories.
AI-powered filing via Copilot
Email importance detection, location recommendations, and context-aware filing suggestions through Microsoft 365 Copilot integration.
Bulk email upload
Hand a batch of emails to harmon.ie and they upload to SharePoint in the background while you keep working.
Automation dashboard
Manage rules, resolve errors, and review an activity log in one place.
Enterprise-ready by design
Email automation changes nothing about where your data lives or who controls it. Your content stays in your Microsoft 365 tenant, and rules are created and managed by each user.
- Client-side application: your content never leaves your Microsoft 365 tenant
- ISO 27001 certified
- Deploys centrally through the Microsoft 365 and Microsoft Intune admin centers, with automatic updates
How automation runs
- In the Outlook add-in: runs while New harmon.ie is open in Outlook
- With the desktop app, automation runs in the background, even when Outlook is closed (recommended and included in license)
Join the harmon.ie automation beta program
The email automation beta is open to harmon.ie customers and prospects, including trial users.
Beta participants get early access, hands-on support from our team, and a direct say in what we build next.
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harmon.ie Automation — FAQ
Do I need the harmon.ie desktop app to run automation?
No. Automation can run in the New harmon.ie add-in, which needs to stay open while it works. The desktop app is highly recommended, as it runs automation in the background for more consistent capture.
Does harmon.ie automation save older emails, or only new ones?
When you set a rule, harmon.ie starts saving new emails as they arrive in your inbox. Emails that were already in your inbox can still be saved manually.
What happens to attachments?
Attachments are saved embedded in the email.
How do I know if an email was saved using automation?
harmon.ie adds an Outlook category to saved emails that shows whether the email was saved, or whether there was an error when trying to save it automatically. This requires admin consent and a user setting to enable categories, found under Advanced > Apply categories to saved emails.
Can one email save to more than one location?
Yes. You can set two or more rules to save the same email into different locations.
How does automatic metadata tagging work?
When automation saves an email, harmon.ie reads the email headers — To, From, Subject, Date, and whether it has attachments — and writes them into SharePoint metadata columns.
For conversation saving rules where the destination requires metadata that only a person can provide, harmon.ie does not interrupt you on every email. The first time you save an email to that location, you are prompted to fill in the required fields. The rest of that conversation then reuses the values you supplied, so following replies are captured automatically without prompting you again.
Is automation available during a free trial?
Yes. Automation is available to trial users as well as licensed customers.
How do admins set up automation for beta testers or the whole organization?
An admin can turn on email automation for a select group of beta testers or roll it out to everyone in the organization. See Set Up the New harmon.ie Email Automation Beta for step-by-step instructions.
Ready to stop saving emails by hand?
Join the email automation beta and be ready to capture every important email, automatically.
