Log an email where it belongs, with its attachments. The flow finds the people on the email with Find Existing Records, suggests their open Opportunities and Cases, and saves the email as an Enhanced Email. The files show up under Files on the record.
Step 1
Find Existing Records checks every person you tick: From, To, Cc and the person FlowRunner finds in the body.
Step 2
Their open Opportunities, open Cases and companies. Pick one, or log the email on the people only.
Step 3
The files you ticked in FlowRunner arrive selected. Untick one to leave it off the email and the record.
Step 4
The email is saved as an EmailMessage, linked to each known person. The files are linked to the email and the record.
One run puts the email and the files on the record and on the people.
The email in the activity timeline of the Opportunity, Account or Case.
The email on the timeline of each known Contact, as sender or recipient.
Each attachment on the record, so the team finds the bill of materials without the email.
Stonebridge Supply sells building materials. John Smith, their account manager, gets these emails.
Example case 1
Tom Becker of Northfield Builders sends the Riverside Apartments bill of materials.
Result: John picks the Northfield Opportunity. The email is on its timeline and the PDF under Files.
Logged on Opportunity · 1 File
Example case 2
A customer replies about a delivery problem.
Result: The open Case of that company is suggested, and the email is logged as a Case email.
Logged on Case
Example case 3
A colleague forwards a customer email.
Result: John opens the Opportunity, starts the flow from a quick action, pastes the email and uploads the files.
Standalone mode · file upload
Two short videos: what your users see in Outlook, and how you set it up.
Video coming soon
See it run (about 1 min)
John logs the email and the bill of materials on the right Opportunity.
Video coming soon
How it works (about 3 min)
The files and email data the flow gets, the duplicate file check, the Log email button, and the same flow in plain Salesforce.
In Salesforce you start it from a quick action on any record, paste the email and upload the files. With FlowRunner, the email, its people and its attachments arrive in the Flow, so you only pick the record.
See how FlowRunner worksFill in the form. We email you the install link for the unmanaged package and the guide. Installs in any Salesforce org on Winter '27 or later with Enhanced Email on.
