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 text fields
Text fields provide these criteria:
Text contains
Text does not contain
Text is exactly
Is empty
Is not empty
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.