Automate Emailing Excel Task Reminders with ZERO Coding!
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- čas přidán 6. 07. 2024
- With Power Automate's point and click interface anyone can automate repetitive tasks. In this video we look at how to automate emailing reminders based on an Excel task list.
Get the written step by step instructions here: www.myonlinetraininghub.com/a...
Link for the list of Time Zone names: bit.ly/3HdmIgF
View my comprehensive courses: www.myonlinetraininghub.com/
Connect with me on LinkedIn: / myndatreacy
0:00 Introduction
0:47 Data Format Requirements
1:18 Power Automate Excel Add-in
2:03 Opening Power Automate Online
2:19 Create Scheduled Cloud Flow
2:50 Get Data From Excel
3:39 Filter Data in Excel Table
5:45 Exctract List of Emails from Table
6:22 Get a Distinct List of Emails
7:00 Exctract Data for the Email
8:07 Create HTML table
9:35 Create Email
11:05 Recap Steps
11:34 Test Flow
11:58 Inspect Steps - Věda a technologie
Very informative, thank you Mynda. As a school we use Gmail as our mail client, so i have replaced the Send Email v2 connector with a Gmail send Email (2) and works a treat. Thanks again
Awesome to hear, James!
Excellent explanation! concise and easy to follow, thank you so very much for sharing this.
Glad you enjoyed it!
Thank you. I had to watch it twice to understand what was happening. Can't wait to try this out.
Yeah, there's a few steps. Hope it helps.
Hi Mynda!Great Tutorial.I Found Power Automate Frustrating At First But Now Love It...Thank You :)
Awesome to hear, Darryl! I would agree that it could be more intuitive to use, but once you get started and have some success it's exciting.
You alleviated my discomfort! I liked your video since it solved my problem, especially the part about sending a single unique email to a list of outstanding rows rather than sending many emails to a person for an overdue task! Brilliant! You're the greatest! 🤩😘🥰
Thanks for your kind words!
@@MyOnlineTrainingHub Please add another action that after Create HTML table to improve the style of the output table, which is currently just a plain text table with no formatting.
Excellent tutorial. Excellent explanation. The flow can be easily adapted (with the great explanations of Mynda), to different flows. Thanks for sharing Mynda.
Awesome, thank you, Antonio!
@@MyOnlineTrainingHub Syntax error at position 45 in 'ReminderDate eq' 2023-06-12T16:19:05.2812274''.
inner exception: Syntax error at position 45 in 'ReminderDate eq' 2023-06-12T16:19:05.2812274''. getting this error
Same problem what happened to you ?@@user-jf6zo4df9i
Thanks Mynda. Useful lesson! Thumbs up!!
Glad you liked it, Wayne!
Thank you so much!! It has taken me a lot of attempts and a lot of different tutorials! This one was so easy to follow and I did it! We now have an automatic email reminder for our tech subscriptions at a school. Great life saver so we do not forget anything!!
Awesome to hear!
Great example. How do you format to look at tasks within a week range vs daily?
Absolutely like it - very useful, hope You will give more examples and good ideas in the future
Great to hear, Ivan 😊
Hi Mynda, excellent video, I'm going to try this out, thanks!
Thanks, Chris! Have fun 😊
This is exactly what I am looking for! The alternative combination to replace difficult VBA code!
Great to hear, Eric!
Great tutorial, thank you for sharing!
Thank you 😊
Thank you for sharing, this is very useful. I am trying to do some automation to update a few files and this will help a lot. Thank you again.
So pleased to hear that, Paulo!
Good job Mynda!
Thanks so much!
Thanks, was searching for this. Got Office Prof but not business 365, so will need to wait for that I guess.
I would love to be able to do this but with creating separate Excel workbooks for each. I tried using the OneDrive "Create File" function but couldn't get it to work. Love this tutorial! Thank you so much for all you put out there!
Glad you liked it, JoAnna. There probably is a way with separate workbooks, but that's beyond my Power Automate skillset at this point 😁 Try the Power Automate community forum.
cant wait to try, thank you!
Hope you enjoy!
This is very helpful. thank you for all of your tutorials.
Glad you like them!
@@MyOnlineTrainingHub it saves a lot of my time. I love your tutorials, they are easy to follow.
Excellent tutorial.
Glad you liked it!
Very nice, it would be cool to set this up to setup takes in Planner and allow recurring events
I'm sure you could do that too.
Excellent!!
Thanks, Philip!
Thank you so much!!!
My pleasure 😊
Thanks a lot... From Tamil Nadu, India
Pleasure 😊
Many thanks
You're welcome 😊
Hi Mynda, really great tutorial. Is it possible to break the items pulled from the excel into the body of the email? They load in fine but are all cramped together. Is there a way to add breaks between items in the filter array to better list out the headers and values?
Also, is it possible to list multiple dates in the excel so that the emails could fire on certain assigned dates in the future?
Kind regards from Dublin, Brian
Glad it was helpful, Brian! I'm confident you can do the things you want, however I'm not a Power Automate expert, sorry. You're best to post your question in the Power Automate support forum: powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity
Hi thanks for the video, do you have video for creating outlook calendar event from excel with capacity to auto update if there is any change in the excel thanks.
No, I don't, sorry. You're best to post your question in the Power Automate support forum: powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity
Hi! how can i see the preview of the email?
thanks
Thank you so much for this! Is it possible for filter query eq the date and older? I want emails to continue to keep coming until the reminder date has been changed to a future.
My pleasure. I'm sure you can modify the flow to dates less than or equal to.
Excellent tutorial Mynda, thanks for sharing. I couldn't add the filter for the second action as I failed to find the proper format for Canada EST. Otherwise, it worked fine.
Thank you! I wonder if you can use the equivalent US time zone to convert your date/time.
There isn't a standard time for Canada as it covers numerous time zones. For example, Calgary is Mountain Standard Time and Toronto is Eastern Standard time. Hope that helps.
Thank you for this tutorial, it is very helpful. Could you please tell me if it's possible to send just one email for multiple entries from the table? Currently if there are multiple lines included in the table, it sends multiple email reminders. Thank you!
🤔My table has multiple entries for the same person and it only sends one email.
Great tutorial! How would I change the distinct list part? I need a unique email sent for each row!
Thank, Sarah! I'm not a Power Automate expert, so you're best to post your question in the Power Automate support forum: powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity
Thanks 😊
Welcome 😊
Great video, would you happen to know rather than using eq, can I also get overdue items? (I.e. the ones that have passed the current date)
Thank you! Yes, from memory you can use gt and lt for greater than and less than.
Great tutorial Mynda. If I need to capture all rows/records that fall within say today and 60 days later, how would I best build in the filter?
Tried to replace the "eq" with a "le" in the list filter query, but it didn't like it.
Hi Gordon, in that case you're filtering for dates that are equal to today OR less than or equal to today +60 days. So it'll be something like:
ReminderDate/all (r: r eq 'formatDateTime(utcNow(),'yyyy-MM-dd') or r le 'formatDateTime(addDays(utcNow(),60),'yyyy-MM-dd') )
That might need some tweaking as I'm not expert on ODATA functions. You can find out more here: docs.microsoft.com/en-us/azure/search/search-query-odata-logical-operators
@@MyOnlineTrainingHub Unfortunately OData doesn't support the "le" operator in the filter query. Will keep trying
@@gordoncprice Did you ever find a way round this? I am also trying to only get content from an excel table based on whether it is within a 30 day 'deadline date', as opposed to all content, all the time.
Excellent tutorial and loved how the step by step has been provided. Is there anyway possible if to run a script of the reminder due date has past? 1st attempt using power automate and am loving it.
Is there a way to run a parallel script with a different reminder due date? Would be keen to view later videos of a similar nature. Thank you!
Glad you liked it. I'm not a Power Automate expert, sorry. You're best to post your question in the Power Automate support forum: powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity
I normally add another row on excel to convert the date and time into text 😂 i learned something new.
Im not an expert, i learned power automate on my own. but i noticed that you used a couple of function that can be done by get a row alone 😀✌️
Great tutorial tho.👍👍👍
Thanks for sharing! I'm not an expert either 😂
Hi I need something far simpler, but can't figure it out. I have a large database where one column is a follow up date for that row. I would like to just send ONE email, to one person (CC'd to another) to follow up when the follow up date is today. I keep getting date format errors.
Thank you for the video, are you able to upload the power automate flow file and excel file for us to make a copy and try it out
I don't have the file to hand, sorry. It's only 5 columns and a few rows so should be quick to recreate. Then you can follow the steps in the written tutorial: www.myonlinetraininghub.com/automatically-email-reminders-from-excel-with-power-automate
Excellent! I have one question if we have one task and multiple email ids in one cell then how to run the flow
I don't have a tutorial on that. I recommend you post your question on the Power Automate support forum: powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity
Hi Mynda . Thanks so much for your brilliant presentation. After much searching on how to set this up in Power Automate I found this one the most helpful. I know it's been quite sometime since you put up the video but I am hoping you can help me with a query. When I set this up yesterday it worked perfectly. I received an email to my inbox reminding me of the task due. However, I had a task due today and did not receive an email. When Ii run the test it tells me that it has run successfully but I am not receiving the email.
That's odd. I wonder if it's a time zone issue between the time zone of the Power Automate server vs your time zone. I'm just guessing. For more expert advice you're best to post your question in the Power Automate support forum: powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity
How can I assign task to multiple users through list and make any type of FLow
The flow works well thanks. Just one quetion, if I have 10 rows of data with a common due date I get 10 emails each with the same information. Is there a way to group the rows of data so I ony get one email instead of 10?
I'm sure there will be however, I'm not a Power Automate expert, sorry. You're best to post your question in the Power Automate support forum: powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity
Myanda, thank you for sharing this video. However, it would be helpful if you can share a tips on how to create dynamic mail body, sender name and attachment
I'd love to, but I'm not a Power Automate expert, sorry. If you're stuck, try posting your question in the Power Automate support forum: powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity
Great tetorial mem I love you so much
Please replay
Great to hear you liked my tutorial 😊
@@MyOnlineTrainingHub yes mem I like your lecture mem you are so beautiful like rose🌹I love you ❤️
Thank you for the video. Is this possible to send reminders on a specific time in a day using this method? As an example two reminders 9am and 1pm?
I'm sure it is however, I'm not a Power Automate expert, sorry. You're best to post your question in the Power Automate support forum: powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity
Will try once I get to work
Awesome! Hope it's useful 😊
Thank you for the video! Can I have multiple email addresses in one excel cell and send to all those address one email asking for input "participant names" for a "meeting" ?
In may case each meeting will be one row hence needing to have in the "email" cell multiple email addresses.
It's not ideal to store multiple records in a single cell. Maybe if they're separated by a delimiter, you can use them, but you'd have to ask your question in the Power Automate support forum: powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity
Hi,
would this work for simple reminders for productivity rates for individual employees? If I have an excel spreadsheet for the productivity rates of employees ( 30days, 60days, 6month with the company ect.) Could I set up my excel to send email reminders to the office personnel regarding those milestone dates?
I'm sure you can. If you get stuck, you're best to post your question in the Power Automate support forum: powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity
Mynda, do you share or have you posted the Flow Package by any chance anywhere? As always, great content, EZ to follow and practical!
Thank you! No, I haven't posted anything on Flow.
Hi, Thanks for the video, it is very helpful. I want to filter data from excel instead of equal to a specific date, I want to select a range of dates, please let me know if this applicable. thanks
Possibly, but I'm not a Power Automate expert, sorry. You're best to post your question in the Power Automate support forum: powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity
Excellent tutorial! I would be curious though if there is a way for it to only send the email for a task once (i.e. such as a week before the due date, instead of every day leading up to it)? Also, what happens if you don't remove tasks from the list? Does it only pull from tasks that are after the current date?
Thanks, Christopher! With the method I've shown it will only send it once, on the 'reminder date'. The process runs every day to pick up any new tasks that have a reminder date of today. If you don't remove tasks from the list it won't matter as it filters the list to display only those tasks that have a reminder date of today using the utcNow function.
@@MyOnlineTrainingHub Oh duh! I totally forgot you had a separate reminder date column *face palm* That makes so much sense. I apologize for the silly question! Keep up the great work.
So many cool use cases, thank you! For mine, I need to to show any data added in the last 7 days in the output tables say, not just due on todays date. How might I edit the Filter Query expression in the List Rows step? Any tips appreciated! edit: Similar to Gordon Price :)
Great to hear, Brett. Similar to what I said to Gordon, you're filtering for dates that are equal to today OR less than or equal to today -7 days. So it'll be something like:
ReminderDate/all (r: r eq 'formatDateTime(addDays(utcNow(),-7),'yyyy-MM-dd') or r le 'formatDateTime(utcNow(),'yyyy-MM-dd') )
That might need some tweaking as I'm not expert on ODATA functions. You can find out more here: docs.microsoft.com/en-us/azure/search/search-query-odata-logical-operators
@@MyOnlineTrainingHub thanks so much ! Amazing !
Hi, Thank you very mush for the explanation. I have been searching for this type of flow and could not fine one till now. It work on the file and Table I have now. But it is sending email of every status I have. Need your help and suggestion. How do I trigger email based on only two conditions using And Condition.
Glad you found the video helpful. Regarding your question, I'm not a Power Automate expert, sorry. You're best to post your question in the Power Automate support forum: powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity
Hi. Great video! How can I change this so it sends an email on both current date and past due reminder dates?
Glad you liked it. Regarding modifying the flow, unfortunately I'm not a Power Automate expert. You're best to post your question in the Power Automate support forum: powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity
Thanks, this is great!
Could you please help me with a problem,
Whenever a new Excel file is placed in a SharePoint folder, I want to read its contents and send emails accordingly.
Each Excel file will have a different name, but the table design in it will be the same.
I'm not an expert in Power Automate. Best to seek help in the Power Automate support forum: powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity
I really enjoy your crystal-clear training. I followed step you suggested but got stuck at apply to each step when it causes an error "The execution of template action 'Apply_to_each' failed: the result of the evaluation of 'foreach' expression '@outputs('Compose')' is of type 'String'. The result must be a valid array." what should I do in this one?
Great to hear! Unfortunately, I'm not a Power Automate expert so I'm not sure what the issue is. You're best to post your question in the Power Automate support forum: powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity
Amazing video! thanks for sharing. I got issues on the Date Format "formatDateTime(convertFromUtc(utcNow(),'E. Australia Standard Time'), 'MM-dd-yyyy')" how should I adjust for GMT 0 (West Africa)? Thank you!
You can find the name of your time zone here: bit.ly/3HdmIgF
Looks like it might be: W. Central Africa Standard Time
Thank you for the great video. I am beginner at Power Automate trying to setup automatic emails 90, 60 and 30 days in advance (of the due date) using my excel tracker.
I have made my excel sheet and tables, but when I want to enter tables, it only shows table 1 to table 7 without my table headers (or names).
How can I fix this?
Thanks,
Al.
Glad you liked it 🙏 I'm not a Power Automate expert either, sorry. You're best to post your question in the Power Automate support forum: powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity
Hello thank you first of all. I want to change it so that it sends an e-mail if today's date is the same as or past the ReminderDate. What change needs to be made?
Great question. However, I'm not a Power Automate expert, sorry. You're best to post your question in the Power Automate support forum: powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity
Thanks
Welcome😊
Hi Mynda, Thanks for the detailed and step by step explanation. I tried and created a similar flow, but I am not receiving email alerts. Can please help me to fix this issue?
I'm not a Power Automate expert, sorry. You're best to post your question in the Power Automate support forum: powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity
Hi Mynda,
We have a SharePoint document library where we store all the excel spreadsheets. Our aim is to get a notification when someone completes an entire column in the spreadsheet. How can we acheive this?
I'm not a Power Automate expert, so you'd be best to ask this question in the Power Automate support forum: powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity
How to send email to multiple persons at the same time ? Excellent tutorial !
Thanks, Vesa! I'm not a Power Automate expert, please post your question on the Power Automate support forum: powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity
Amazing video. I was stuck on formatdate. Didn’t find any video that used the dynamic content in html… finally!!!! Pls pls pls create a power automate list. It is not there when i looked in the playlists.. waiting for more power automate videos!!! ❤❤❤
Glad it was helpful! I'm not a Power Automate expert, so probably won't be publishing a playlist on this topic 🫤
@@MyOnlineTrainingHub I understand!! Will keep looking for more on this to be made by you 😉 this was pretty simple, clear and instantly useful. Loved it!!! More success and power to you..
Excellent video! Very easy to follow :) I would like to set a reminder both 30 days before and 14 days before the deadline. Would I need to create a second flow for this?
Thanks, Matt! I would think you can incorporate the two reminders in the one flow, but honestly, I'm not an expert in PowerAutomate, so I could be wrong.
@@MyOnlineTrainingHub Alright, thanks for the information! I'll try to look into it! :)
@@Matt-lc8qt Did you come across any solution on how to set a reminder both 30 days and 14days before deadline?
@@shahanshilashrestha2304 I have mine set up to send a reminder 7 days before the due date. What I did is make a column in my spreadsheet, i took the due date cell -7 days or 14 days, and then used that column instead of the Due Date column. I called it the reminder column. Hope that helps.
do you need premium version of power automate to access the scheduled cloud flow. I am not finding it in basic
Not sure of the current licensing requirements. Try asking your in the Power Automate support forum: powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity
Hi Myranda, can you please help with the flow to check an excel file, with a column called incident and trigger a message in teams when a new incident is added.
I'm not a Power Automate expert, sorry. You're best to post your question in the Power Automate support forum: powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity
Thanks for this video, so easy to follow! I have one issue that I’m struggling to resolve: I’ve set up the flow and tested it on a sample group (10 people) which all works as planned, however when I use the flow for the full list (approx. 900) the flow seems to max out at around 32 emails. Any help would be appreciated! Thanks
So pleased it was helpful! Not sure about the limits. I wonder if it's your subscription with Microsoft that's limiting it. You might need to check your account settings.
Would a Delay help?
Thanks Mynda it’s a great tutorial. I used it and it worked for two flows without any issues. The third and fourth time I ran the flow it started sending emails and did not stop. Can you please help me resolve this issue.
Glad you were able to make use of these techniques, Umar. Not sure what the problem would be. You're best to post your question on the Power Automate support forum: powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity
Base on your video, i can see the column header called "Email". May i know if this is sender email address or recipient email address? If this is for recipient email address purpose, can i put more than 1 recipient address at the same time? if it's allowable, should i just use "Comma" as separator in the same excel row cell?
It's the recipient. If you want multiple recipients, put them on separate rows.
This is great! I am however running into a problem where I try to run a second filter based on another cell value, multiple emails get sent. Not sure if I'm misssing something obvious? Keep up the great work, thank you!
Glad you like it, Jeff. You might like to post your question in the Power Automate support forum: powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity
Hy Mynda, this is usefull for me, Thankf for that. I'd like to know how can I understand from zero the construction of expressions in this tool, is it an especific lenguage? What material do you reccomend me to start?
Great to hear! There's more on the programming language it uses here: github.com/microsoft/Power-Fx/blob/main/docs/overview.md
Hi, thank you so much for this tutorial, it helped solved my problem. However, if i only want to send the email where those tasks that have 'Pending' status and ignore those that are 'Completed', how should i do?
Thanks in advance
Great question, however I'm not a Power Automate expert, sorry. You're best to post your question in the Power Automate support forum: powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity
Thanks, I've been searching for this. One question, though, if all the reminders go to the same person, in which case I wouldn't need an email column. Which steps in the flow can be skipped?
I'm sure you can modify it to handle this however, I'm not a Power Automate expert. You're best to post your question in the Power Automate support forum: powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity
Excellent Tutorial. I created a flow for due date. How about the due hours ??? Please help me out. I’m not expert either that much good in power automate
Glad you found it helpful! I'm not a Power Automate expert, sorry. You're best to post your question in the Power Automate support forum: powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity
Thank you for this tutorial. I would be happy if you could assist me in a simple task. I would like to send an Email to myself several times every day to remind me of several task I must do on a daily basis is this possible. The tasks are listed in the excel sheet along with their times and I would like to get an email at the beginning of every task
Thx
Glad you found Power Automate helpful. I'm not a Power Automate expert, so you're best to post your question on the Power Automate community forum: powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity
Would it work with for example sending message on teams chat ?
Probably. I'm not a Power Automate expert, sorry. You're best to post your question in the Power Automate support forum: powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity
Is there a way of having the emails generate and pop up on our screen before sending? We often have attachments - that cant be autoattached or we have clients that need an email that covers multiple co-insurer invoices so being able to do a quick tinker to the email on those specific cases would be ideal. thoughts on this?
Probably. However, I'm not a Power Automate expert, sorry. You're best to post your question in the Power Automate support forum: powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity
@@MyOnlineTrainingHub Hey again! So i am trying to replicate this minus the time schedule but when i get to the 2nd step with the Select field i do not have an option to say Value. Any ideas on this? Could it be how i have set up my excel document/table?
Thank you so much in advance!
Can we use same in lower version of Excel example office 2013
It shouldn't matter what version of Office you have AFAIK.
Could you do attachments that are custom attachments for each person?
Yes, but that's obviously a different process 😉
Hi Mynda,
Can I includes other emails in the reminder?
Thanks
Not sure what you mean by 'other'.
@@MyOnlineTrainingHub I mean can we sent the reminder besides ourselves to any others person.
Hi Mam i Got the Below Error Why ,Please Explain "Flow save failed with code 'InvalidTemplate' and message 'The template validation failed: 'The inputs of template action 'Send_an_email_notification_(V3)' at line '1 and column '3115' is invalid. Action 'Apply_to_each_2' must be a parent 'foreach' scope of action 'Send_an_email_notification_(V3)' to be referenced by 'repeatItems' or 'items' functions.'.'."
Very good thanks. Can you do the reminding not with a new email but somehow following the latest correspondance (using entryid or conversationid or something else)
Probably however, I'm not a Power Automate expert, sorry. You're best to post your question in the Power Automate support forum: powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity
@@MyOnlineTrainingHub thanks
Hi Mynda, thank you for your tutorial. I have a question.
I have a question, I want it to continue sending e-mails after the reminder date has passed too.
When you delete the related row or update the date in Excel, it should stop send mail.
for example:
today: 13.07.2023
reminder due date : 13.07.2023 (This system is sending mail ok)
tomorrow : 14.07.2023
reminder due date: 13.07.2023 (this system should send to continue mail during a mounth remaind up to change or update date)
How can i do this, which parameters should i add?
thank you.
I'm not a Power Automate expert, sorry. You're best to post your question in the Power Automate support forum: powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity
Hello! thank you for this! unfortunately I keep getting errors and was hoping you could help. The initial test worked but the daily test fails consistently. I got it back going again yesterday... i didnt change anything. It just suddenly started working again. but today it keeps saying "InvalidTemplate. The execution of template action 'Create_HTML_table' failed. The column values could not be evaluated: 'In function 'formatDateTime', the value provided for date time string '44909' was not valid. The datetime string must match ISO 8601 format.'." I have 12/14/2022 in the excel cell and the cell is formatted as a date. is this because you put the day in front in Australia? but your formula was MMM d, YYYY, and I have it set to eastern standard time, and it worked yesterday so I dont understand what is happening... any suggestions??
It sounds like a date format issue. The ISO 8601 date format is yyyy-mm-dd, hence my expression: formatDateTime(convertFromUTC(utcNow(), 'E. Australia Standard Time'), 'yyyy-MM-dd')
It's only in the HTML formatting that I use mmm d, yyyy and I doubt it is at this point the problem occurs. Note: that you cannot use the TODAY() function to return dates for use with Power Automate due to the ambiguous location of the Power Automate servers and how they will determine the date returned by TODAY().
If you're still stuck, please post your question in the Power Automate support forum as I'm not a Power Automate expert: powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity
Can I include a link in the generated email to a Microsoft form or other file like Excel that could allow me to prompt staff for further questions or information? Thank you for the helpful video, and whatever guidance you can provide 😊😊
Yes you can!
Thank you for your explanation! But i received an error says "only work accounts supported in excel online connector" so i couldn't upload the file I can't use my personal email?
No, sorry.
Is there a way to use lessOrEquals to create a List rows so that an email will be sent every day until the "due date" in the spreadsheet is changed?
Probably, but I'm not a Power Automate expert, sorry. You're best to post your question in the Power Automate support forum: powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity
Hey, this is very useful for me as to remind me task on which id due on yearly basis.
I have follow all the step mention in the video and run the test which is also success but I am not getting any Email and after "Apply to each" step all below step (i.e. filter array, create HTML table and Send and email (V2) ) are skipped by putting message like "ActionConditionFailed"
Kindly let me know what to do to resolve this error
Glad you’ll be able to make use of it. If you’ve followed the steps exactly, then I’m not sure what’s causing the error. I'm not a Power Automate expert, sorry. You're best to post your question in the Power Automate support forum: powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity
I have been sending bulk emails and after sometime we have to do a follow up how can we use this function in that VBA sheet. Curious for the comment
I'm not a Power Automate expert, sorry. You're best to post your question in the Power Automate support forum: powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity
Thank you so much! extremely valuable video! only one important thing i felt missing is the output, could you please add the part to see how does the email looks like after running the query ? thank you!
I don't have the email or flow anymore, sorry. However, you can try it yourself and see.
@@MyOnlineTrainingHub I watched that video closely many times and followed the exact steps but from some reason it appears that the distinct list of emails doesn't work for me, the emails sends to all the address multiple times and i cant get it to work, i have no idea what am i doing wrong, please help me figure this out, my company relays on it and it will be so greatly appreciated , thanks in advance!!
Ive found the problem!! When i created the "send email" i inserted inside the subject a variable from the Excel table, (the automation sends seperate emails to each vendor and i wanted the subject of each email to contain the vendor's name in each email difrently) that process created aditional loop, so when i romoved the vendor's name from the subject the loop was romoved and now the distinct adresses are working, but i still need to find a solution to put the specefic vendor name in each emai withot creating aditional loop...
will the test we are doing in the end send mail on the 'reminder date?'
Yes, that's the idea.
Hi, I followed the instruction and I did find one error in the flow. I couldn't get it to work until I found the error, but otherwise thank you for putting together and helping me. I would like to know how you can set a rule or add a step in the flow to only send reminders for active tasks and not closed tasks
Glad you found it helpful. Regarding the active vs closed tasks, you're best to post your question in the Power Automate support forum as I'm not a Power Automate expert, sorry: powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity
Myranda, when I try to use the formatdatetime function, it's giving me an error because it's not ISO 8601. If I don't pass it through the function, it shows the date the way Excel formats to do calculations. Any ideas on how to fix that? Thanks so much!!
Just kidding! I figured it out :)
Glad to hear, JoAnna 😊
Madam, How can we connect email which is synced in our outlook app with power automate for creating any flow?
Hi Anshul, I'm not a Power Automate expert. You're best to post your question in the Power Automate support forum: powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity
Hi, this tutorial was exactly what I was looking for. Instantly had me subscribe your channel.
Could you please help me with a query though?
I am receiving the emails the number of time of the row. For example if 2 tasks are due today then I am receiving the email twice with the 2 rows of the same tasks. How do I edit the flow so that I only receive the email once?
I'm not a Power Automate expert, sorry. You're best to post your question in the Power Automate support forum: powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity
Does the Excel file need to be saved in OneDrive or can it be saved on a server?
AFAIK it needs to be on a cloud based server e.g. SharePoint, OneDrive, DropBox. If you use the desktop Power Automate tool you can probably use a file on a local server, but I'm not a Power Automate expert, so probably best to get advice from the Power Automate support forum: powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity
Hello, it is great video! however I would love to find how to add CC email from the table
Glad you liked it 🙏 In regards to adding a CC address, you’re best to post your question in the Power Automate support forum: powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity
Hey Mynda, I am having no problem saving the flow, and I am successful with the test, but I do not get an email. I do notice when I look at the 'Select' Section of the flow, My Inputs From: says [ ] and output: is [ ], its blank. I am using the value from the spreadsheet in the from as you said, and the Map is Admin(Email) for me. I cant seem to figure out what is going wrong as I Have followed all your directions.
Hard to say, Keshia. Check that you have data that falls on today's date.
@@MyOnlineTrainingHub Thank you! I will give that a try!
Thank you for this. In filter array, the option to select current item doesnt come up. Ive followed all steps.
Strange 🤔 I'm not a Power Automate expert, sorry. You're best to post your question in the Power Automate support forum: powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity