Naming conventions for files uploaded to OneDrive from an email attachment

Beginner Questions
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1

:bullseye: What is your goal?

I want to grab an attachment from an Outlook email and upload it to a Onedrive folder with a specific naming convention from information extracted from that attachment.

:thinking: What is the problem?

My scenario runs and it works if a manually type in a file name but I obviously need each file name to be unique and named from the data extracted. Such as subject and date. (I actually need it more complex but this if my first go at building my own scenario so I am starting simple) When I try to use the Subject and Date data type I have run time erorr.

:test_tube: What have you tried so far?

I suspect the data types contain characters that aren’t acceptable for file names, so I’m using the Tools Module and Set Multiple Variables, but I’m not sure how to proceed.

:camera_with_flash: Screenshots: scenario setup, module configuration, errors

Screenshot 2026-04-04 224029.jpg
Screenshot 2026-04-04 224029.jpg1732×815 87 KB

3

Hi @JASON719,

What is the current naming convention you use in the Upload a File module? What does the mapping look like?

Cheers,

Henk

4

Let the AI extract the relevant fields and output them in JSON.
Afterwards map the relevant variables in the order you want in the file name.

For example, tell the AI - exactly what you want to achieve.
Then use the output in the file name (e.g. {subject} - {date}.pdf)

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5

Thank you, gentlemen, for your input. With a little help and @juan_burstein suggestion, I think I got it!

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