The Outlook source includes a Filter emails option. Use it to choose which messages an automation processes based on the subject, sender, recipient, or attachment.
Build an email filter
Open the Outlook source step in the automation builder.
Turn on Filter emails.
Set Match to AND or OR.
Choose a field, criteria, and value in the condition row.
Select Confirm to save the condition.
Use AND when an email must meet all conditions. Use OR when it can meet any condition.
Select Add condition to add another row. Select Add group to nest a group of conditions. Select Remove to delete a row.
Available filter fields
The Outlook email filter provides these fields:
Subject
Sender (from)
To
Cc
Attachment name
Attachment size (MB)
Has attachment
Available criteria for each field
The criteria you can choose depend on the field. Selecting a different field replaces the criteria list and changes what the Value box accepts.
Field | Criteria | Value |
Subject, Sender (from), To, Cc, Attachment name | Text contains, Text does not contain, Text is exactly, Is empty, Is not empty | Text |
Attachment size (MB) | Number greater than, Number greater than or equal to, Number less than, Number less than or equal to, Number is equal to, Number is not equal to, Is empty, Is not empty | A number, in MB |
Has attachment | Is true, Is false | The Value box is disabled. Is true and Is false need no value. |
For example, to process only emails that carry an attachment larger than 2 MB, add one condition with Has attachment set to Is true and a second with Attachment size (MB) set to Number greater than and a value of 2. Set Match to AND so an email must meet both.
Filter emails by subject
To process messages whose subject includes specific text, create this condition:
Select Subject as the field.
Select Text contains as the criteria.
Enter the text that the subject must contain.
Select Confirm.
Only emails whose subject contains that text are processed. An email with a different subject is skipped even if it has an attachment.
Filter messages sent to a specific address
The To and Cc fields filter messages by recipient address. Use them when an automation connected to a shared or aliased mailbox should process only messages addressed to one specific address.