Automate Otter Notes to Planner

@codeandcommand

Parsing those Otter email summaries with Power Automate is straightforward. I would set up a flow that triggers on incoming Otter emails, uses regex to extract action items and attendees, then creates the right Planner tasks automatically. I can start today and have it done in 2 days. Bid amount and timeline are based on the description as written and may adjust once we walk through the full scope. Want to jump on a quick call?

@ffulb

Parsing the "Action items" section from Otter email summaries with regex and routing tasks by board name is doable with Power Automate's HTTP actions and the Graph API. I built an invoicing platform with 17 Supabase Edge Functions and automated a PDF processing pipeline with Python, so wiring up conditional logic and API calls is familiar territory. I'd set up the flow to extract action items, match board names, and either create tasks or flag unmatched clients via email—whichever keeps it simpler. Once I take a look at a sample Otter email and your Planner board structure I can confirm the parsing approach and get the flow packaged as a zip with a quick walkthrough. You can check out similar automation work at ffulb.com.

@timk39

Hello, I reviewed your project "Automate Otter Notes to Planner" and immediately identified the key areas that need attention. I’m confident I can step in and deliver a clean, efficient, and production-ready solution without unnecessary delays. I bring solid, hands-on experience in Power Automate, Microsoft Office, Regular Expressions, Automation, Cloud Development and Microsoft 365, and I’ve successfully handled similar projects where performance, scalability, and reliability were critical. My focus is not just to “complete the task,” but to ensure your system works smoothly under real-world conditions. What you can expect from me: • Deep expertise in Power Automate, Microsoft Office, Regular Expressions, Automation, Cloud Development and Microsoft 365 with practical problem-solving • Clear, fast communication with consistent progress updates • Clean, maintainable, and scalable implementation • Proactive approach — I identify and fix hidden issues, not just reported ones If I see opportunities to improve performance, UX, or stability, I’ll bring them to you with clear recommendations — no guesswork, just practical solutions. I’m ready to get started immediately and bring this across the finish line the right way. Let’s connect. Best regards, Tim Koenitzer

@MIndlabsAi6

Hey there, I'm Vishal Maharaj, a seasoned professional with 25 years of experience in Automation, Power Automate, Cloud Development, and Microsoft 365, based in Perth, Australia. I understand your need to automate the process of transferring Otter Notes action items to Microsoft Planner efficiently. I propose to create a Power Automate cloud flow that will extract action items from meeting summaries, automatically turning them into tasks on the corresponding client's Planner board based on board names. This solution will streamline your task management process and ensure tasks are assigned correctly. Let's discuss further and get started on this project. Cheers, Vishal Maharaj

@ahmedsadek111124

I read your project carefully, and this is exactly the type of Power Platform work I handle regularly. If you're looking for someone who understands both the technical side and the business logic behind the system I can help. I work extensively with Microsoft 365, Automation, Power Automate, Cloud Development, Microsoft Office and Regular Expressions

@EightVeer

Hi there, We can build a reliable Power Automate flow that reads the Otter summary emails, extracts the Action items section, matches each meeting to the correct Microsoft Planner board by exact client name, and creates tasks with the captured due dates where available. We will keep the design practical and tenant-safe, with a clear fallback for unmatched boards and a package you can import and adjust. We will also include concise setup notes so connection references and keyword rules can be updated later. Best Regards, 8veer

@deguchi11107

Hi, I can help design the automation flow from Otter meeting summaries into Microsoft Planner tasks. I would first confirm the exact email format from Otter, the Planner board naming rule, and how you want unmatched clients handled. Then I can build a Power Automate flow that extracts the Action items section, creates tasks, preserves due dates when present, and sends a simple notification when a board cannot be matched. If you can share one sample Otter email and the Planner structure, I can validate the parsing logic before delivering the importable flow and setup notes.