Learn how to turn a shared mailbox into a powerful searchable portal in SharePoint. Using Power Automate and PnP Modern Search, this session walks through a real-world solution that extracts PDF files from inboxes, organizes them with metadata, and exposes them in a modern search experience with filters and keyword search — scalable for any document-heavy workflow.

Shared mailboxes are often used as long-term repositories for critical documents such as invoices, contracts, forms, or compliance records. Over time, these mailboxes become difficult to manage, hard to search, and increasingly constrained by storage and governance limits.

In this session, we’ll walk through a real-world solution that transforms a shared mailbox into a structured, searchable SharePoint portal using Power Automate, SharePoint Online, and PnP Modern Search.

You’ll learn how to:
Automatically extract emails and PDF attachments from a shared mailbox
Persist content in SharePoint using a well-defined information architecture
Enrich documents with metadata (dates, categories, fiscal periods, and more)
Build a multi-faceted search experience using PnP Search Web Parts, including refiners, filters, and keyword-based discovery
Avoid common pitfalls such as throttling, request limits, and search noise
Design a scalable approach that can be extended with AI (e.g., invoice or document data extraction)

The result is a search-driven portal that allows users to quickly retrieve information without digging through inboxes, folders, or email threads — while giving IT teams better control over storage, security, and performance.

This pattern is broadly applicable to any scenario where documents arrive via email and need to be exposed through a modern, discoverable SharePoint experience.

Who Should Attend

Power Automate and Power Platform developers
SharePoint Online and Microsoft 365 architects
IT managers responsible for automation, governance, and search
Teams managing shared mailboxes with high document volume

Key Takeaways

A repeatable architecture for mailbox-to-SharePoint automation
Practical patterns for improving document discoverability
Guidance on scaling automation responsibly
A foundation for AI-powered document intelligence