Workflow for saving client related email correspondence (sent and received email)

[rkaplan]

Greetings @talundbl

I have long used DT to save client documents and emails. I have tried various options over the years. This should give you some ideas.

Integrating DT3 with Outlook

As of now, using Microsoft Outlook for Mac 16.88, I think the most efficient way to save emails from Outlook to DEVONthink is by printing (⌘P) and then selecting “Save PDF to DEVONthink 3” in the drop-down menu on the bottom left corner of the print dialog box. It is quick. If more than one email is selected, the selected emails will be merged into a single PDF. For my purposes the output is certainly usable, and most importantly, searchable. If someone is aware of a better or different, curr…

Solved: Saving Office 365 Web Emails in DT3

For quite some time I have pondered an easy workflow to save Office 365 emails using the Outlook Web Access site in DT3. Initially I worked out a solution using Zapier like this: That does work, though there is somewhat of a delay in the import and you cannot specify a destination DT3 group on the fly. I discovered there is another way which works quicker and simpler. Here I describe how to convert any Office 365 email into a unique URL: With some help on this forum, it is also possible…

** Unofficial but really useful Devonthink API and Zapier Integration

I have implemented a working API for DT3 along with Zapier integration. The concepts are mine – with help from a developer to implement it. To me this solves a long-running goal to be able to access my data when away from my main computer (beyond what DT3 Server and Devonthink to Go can do) and to more easily create custom reports and otherwise integrate DT3 with other apps. It lets me keep the unique and unparalleled benefits of a desktop DT3 app and local data storage but also have the bene…

Cool Tip: Auto Forward Office 365 Email into DT3 - Zapier + Indexed Dropbox Folder

One of the few items on my wishlist for a while has been how to forward or auto-forward my Office 365 email into Devonthink with HTML formatting and file attachments intact. I would prefer to not use the Apple Mail client and even when I have tried, it have not had much success in getting HTML formatted emails to import easily. I have now figured out a nice solution combining Office 365 email and Zapier with an Indexed Dropbox Folder. The same concept would probably work for Gmail or most oth…

The Ultimate Email Import Script

Note: The attached script has been seriously transformative at improving my workflow for importing email and file attachments into Devonthink. It includes concepts from mutltiple email scripts posted here over the years by others (including @cgrunenberg , @BLUEFROG , and @pete31 among others). Please feel free to use the script and post your tweaks or improvements that work with your particular use case. I have long sought ways to import email into DT3 and have discussed and contributed a nu…

This is the solution I have settled on long-term as a combination of simplicity and effectiveness and fewest moving parts to maintain:

Simple Solution to Integrate Office 365 / Outlook Web with DT3

I use Office 365 (OWA - Outlook Web App) for my email. I have posted a number of times about my biggest need for software automation – importing individual emails in Outlook Web to DT3 along with their attachments. While my past solutions have worked, somehow I may have overlooked the simplest solution of all. Or maybe the interface in OWA changed at some point and I had not noticed. In any event, next to each message in OWA are 3 dots - in that menu there is an option to Download the messag…