Set Up the New harmon.ie Email Automation Beta

New harmon.ie’s email automation saves emails to Microsoft 365 automatically, based on rules your users set up. This article is a checklist for admins getting their organization ready to use it.

  • Email automation is a beta feature. As we continue to improve it, the way it works may change and you may run into the occasional issue.
  • Register for the email automation beta to get usage instructions and stay up to date on new beta features.

Setup checklist

Some of these steps may already be done in your environment. If so, skip them.

  1. Consent: Grant consent for all automation users (Microsoft 365 admin).
  2. Outlook add-in: Deploy it to your users (Microsoft 365 admin).
  3. Desktop app (optional): Deploy it alongside the add-in (Microsoft 365 admin). Recommended for the next phase of the beta, when harmon.ie will save matching emails automatically in the background.
  4. Admin tab: Set up New harmon.ie’s central configuration.
  5. Email header mapping: Email automation marks emails in the inbox with Outlook categories, to show which were saved successfully (by the automation or by a colleague) and which had issues. These categories are saved only where an email content type exists in the save location. In the Admin tab, turn on Create the email content type for SharePoint and Teams. harmon.ie then creates an email content type and email columns for you, using its default mapping. If you’d rather harmon.ie use your own content type, provision it, and harmon.ie’ll create the email content type and email columns based on your configuration.
  6. Enable automation: In the Admin tab, set Email automation to Enable for all to turn it on for all users, or Follow user preferences to let specific users opt in by turning on the Enable email automation switch in their settings.
  7. Start automating: Users create rules from saved emails and run a scan with Run now.
  8. Share feedback: Users can send feedback from within harmon.ie: open the Home view, click More actions (More actions icon) next to All Locations, select Send feedback (Send feedback icon), rate the experience, add any comments, and send.