The challenge
What needed fixing
Incoming faxes arrived by email and had to be saved and organized by hand, per department.
My approach
What I did, in order
One group per department
Routed cloud fax-to-email into Microsoft 365 Group mailboxes, one group per department.
One flow that files the PDF
Built a Power Automate flow that saves each fax PDF into that same group's SharePoint document library.
Made it repeatable
Turned the flow into a reusable template, then rolled it out to a new department (pediatrics) in a short time.
Architecture
Sanitized diagram
Results
What changed
Faxes land automatically in the right department library with no manual saving
Coming soon. More outcome details are being confirmed.
What I learned
Takeaway
A Microsoft 365 Group is one object: the mailbox and SharePoint site come together, so one group per department keeps permissions and automation simple.
Tools used
Tools used
- RingCentral fax-to-email
- Microsoft 365 Groups
- Exchange Online
- Power Automate
- SharePoint Online
Contact
Want the full story?
Happy to walk through the details, the trade-offs, and what I would do differently.