Automatic reminders from Excel data - Power Automate - Step by Step

Learn how to generate reminders from Excel data using Power Automate.
Step by step process with detailed explanation.
Understand triggers, actions, conditions, variables and loops.
Download sample file and follow along.
efficiency365.com/wp-content/...
Contents
00:00 - The Need - automatic reminders from Excel
00:31 - Create a flow in Power Automate
01:00 - Get data from Excel
01:47 - Create a variable
02:18 - Add Apply to each
02:39 - Check if PO is delayed
03:55 - Check if status is empty
04:30 - Add data to variable
05:21 - Check if variable is empty
05:49 - Send email notification
09:01 - Use Copilot to create a flow
09:59 - Summary
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[@efficiency365]

Download sample file and follow along
efficiency365.com/wp-content/uploads/2023/11/PO-Reminders.xlsx
Learn how to generate reminders from Excel data using Power Automate.
Step by step process with detailed explanation.
Understand triggers, actions, conditions, variables and loops.

[@sushmita8643]

Great video, thanks a lot😀
Just one query, I am not able to click on the TEST option even when there are no mistakes. Tried it with repeating this same problem but again test option is not getting activated

[@akhilvashu480]

Sir, please create more videos on Powerautomate and Powerapps
Thank you, sir, creating this video 🙏

[@efficiency365]

Thanks @akhilvashu480
Check out my other best practices videos as well.
Efficient Tasks Management 2024 - czcams.com/video/DJcxPtu-rcg/video.html
Microsoft Teams Meetings - 16 Best Practices - czcams.com/video/l3Bvq-I0hy4/video.html
Microsoft Teams - 15 Best Practices - czcams.com/video/W8Ufx_znKxI/video.html
OneDrive Best Practices Part 1 - czcams.com/video/D7ZrfphW4vo/video.html Part 2 - czcams.com/video/nFx6YQxc-b4/video.html
Smart and Effective Email - 5 powerful ways - czcams.com/video/6NEFSMqHgQE/video.html
Outlook Calendar Best Practices : Part 1 - czcams.com/video/GzsQnecjAQo/video.html and Part 2 - czcams.com/video/padKH8ys5Cs/video.html
OneNote - Best Practices - czcams.com/video/m-4AY1cMi8s/video.html
Microsoft 365 Best Practices - czcams.com/video/kVC_YcL5ObU/video.html
Cheers. Doc.

[@contechub]

Great explaining video

[@efficiency365]

Thanks @ConTecHub
Check out my other best practices videos as well.
Efficient Tasks Management - czcams.com/video/vLFpWVfUfQ8/video.html
Task Apps Comparison: czcams.com/video/ViWJIzMPQZg/video.html
Teams Meeting - Agenda, Action Points, Notes - czcams.com/video/k0t8_mNkMDw/video.html
Microsoft Teams - 15 Best Practices - czcams.com/video/W8Ufx_znKxI/video.html
OneDrive Best Practices Part 1 - czcams.com/video/D7ZrfphW4vo/video.html Part 2 - czcams.com/video/nFx6YQxc-b4/video.html
Smart and Effective Email - 5 powerful ways - czcams.com/video/6NEFSMqHgQE/video.html
Outlook Calendar Best Practices : Part 1 - czcams.com/video/GzsQnecjAQo/video.html and Part 2 - czcams.com/video/padKH8ys5Cs/video.html
OneNote - Best Practices - czcams.com/video/m-4AY1cMi8s/video.html
Microsoft 365 Best Practices - czcams.com/video/kVC_YcL5ObU/video.html
Cheers. Doc.

[@danielperkins8656]

Very useful

[@efficiency365]

Thanks @danielperkins8656
Check out my other best practices videos as well.
Efficient Tasks Management 2024 - czcams.com/video/DJcxPtu-rcg/video.html
Microsoft Teams Meetings - 16 Best Practices - czcams.com/video/l3Bvq-I0hy4/video.html
Microsoft Teams - 15 Best Practices - czcams.com/video/W8Ufx_znKxI/video.html
OneDrive Best Practices Part 1 - czcams.com/video/D7ZrfphW4vo/video.html Part 2 - czcams.com/video/nFx6YQxc-b4/video.html
Smart and Effective Email - 5 powerful ways - czcams.com/video/6NEFSMqHgQE/video.html
Outlook Calendar Best Practices : Part 1 - czcams.com/video/GzsQnecjAQo/video.html and Part 2 - czcams.com/video/padKH8ys5Cs/video.html
OneNote - Best Practices - czcams.com/video/m-4AY1cMi8s/video.html
Microsoft 365 Best Practices - czcams.com/video/kVC_YcL5ObU/video.html
Cheers. Doc.

[@RonDavidowicz]

Nice video, I’ll have to come up with scenarios to use something like this.
I assume the spreadsheet needs to be saved online somewhere for power automate to “find” it.

[@efficiency365]

Thanks @RonDavidowicz
Yes. The spreadsheet needs to be on OneDrive. Or any other SharePoint location.
Check out my other best practices videos as well.
Efficient Tasks Management - czcams.com/video/vLFpWVfUfQ8/video.html
Task Apps Comparison: czcams.com/video/ViWJIzMPQZg/video.html
Teams Meeting - Agenda, Action Points, Notes - czcams.com/video/k0t8_mNkMDw/video.html
Microsoft Teams - 15 Best Practices - czcams.com/video/W8Ufx_znKxI/video.html
OneDrive Best Practices Part 1 - czcams.com/video/D7ZrfphW4vo/video.html Part 2 - czcams.com/video/nFx6YQxc-b4/video.html
Smart and Effective Email - 5 powerful ways - czcams.com/video/6NEFSMqHgQE/video.html
Outlook Calendar Best Practices : Part 1 - czcams.com/video/GzsQnecjAQo/video.html and Part 2 - czcams.com/video/padKH8ys5Cs/video.html
OneNote - Best Practices - czcams.com/video/m-4AY1cMi8s/video.html
Microsoft 365 Best Practices - czcams.com/video/kVC_YcL5ObU/video.html
Cheers. Doc.

[@alexmamode2691]

Good

[@efficiency365]

Thanks @alexmamode2691
Check out my other best practices videos as well.
Efficient Tasks Management using the New Planner 2024 - czcams.com/video/kgxqzDirw1o/video.html
Microsoft Teams Meetings - 16 Best Practices - czcams.com/video/l3Bvq-I0hy4/video.html
Microsoft Teams - 15 Best Practices - czcams.com/video/W8Ufx_znKxI/video.html
OneDrive Best Practices Part 1 - czcams.com/video/D7ZrfphW4vo/video.html Part 2 - czcams.com/video/nFx6YQxc-b4/video.html
Smart and Effective Email - 5 powerful ways - czcams.com/video/6NEFSMqHgQE/video.html
Outlook Calendar Best Practices : Part 1 - czcams.com/video/GzsQnecjAQo/video.html and Part 2 - czcams.com/video/padKH8ys5Cs/video.html
OneNote - Best Practices - czcams.com/video/m-4AY1cMi8s/video.html
Microsoft 365 Best Practices - czcams.com/video/kVC_YcL5ObU/video.html
Cheers. Doc.

[@user-km4gt9iz2u]

My case is little more complicated, but your video has given me some ideas to try through it.. i was thinking its easy but i am getting few setbacks when creating my flow :-(... any how big thumps up for making world more efficient.

[@efficiency365]

Thanks @user-km4gt9iz2u
Best is NOT to use Excel for tasks. Watch this video.
Task Management Best Practices - czcams.com/video/DJcxPtu-rcg/video.html
Check out my other best practices videos as well.
Efficient Tasks Management using the New Planner 2024 - czcams.com/video/kgxqzDirw1o/video.html
Microsoft Teams Meetings - 16 Best Practices - czcams.com/video/l3Bvq-I0hy4/video.html
Microsoft Teams - 15 Best Practices - czcams.com/video/W8Ufx_znKxI/video.html
OneDrive Best Practices Part 1 - czcams.com/video/D7ZrfphW4vo/video.html Part 2 - czcams.com/video/nFx6YQxc-b4/video.html
Smart and Effective Email - 5 powerful ways - czcams.com/video/6NEFSMqHgQE/video.html
Outlook Calendar Best Practices : Part 1 - czcams.com/video/GzsQnecjAQo/video.html and Part 2 - czcams.com/video/padKH8ys5Cs/video.html
OneNote - Best Practices - czcams.com/video/m-4AY1cMi8s/video.html
Microsoft 365 Best Practices - czcams.com/video/kVC_YcL5ObU/video.html
Cheers. Doc.

[@soumyav8266]

I am not getting the excel columns under dynamic content after writing a function, eg: once add formatdatetime() and move to dynamic content, there are no columns listed for selection, but it exists before writing the function. Could you pls help on this.

[@efficiency365]

Add one extra step above this one and check.
Most probably, some syntax issue.

[@vmmohan08]

How to Get or Activate the Copilot. Pls do one Video on the same

[@efficiency365]

Thanks @vmmohan08
As suggested by you - I created a video about Copilot activation and usage.
Have a look czcams.com/video/Sjszdd5io8I/video.html
Check out my other best practices videos as well.
Efficient Tasks Management - czcams.com/video/vLFpWVfUfQ8/video.html
Task Apps Comparison: czcams.com/video/ViWJIzMPQZg/video.html
Teams Meeting - Agenda, Action Points, Notes - czcams.com/video/k0t8_mNkMDw/video.html
Microsoft Teams - 15 Best Practices - czcams.com/video/W8Ufx_znKxI/video.html
OneDrive Best Practices Part 1 - czcams.com/video/D7ZrfphW4vo/video.html Part 2 - czcams.com/video/nFx6YQxc-b4/video.html
Smart and Effective Email - 5 powerful ways - czcams.com/video/6NEFSMqHgQE/video.html
Outlook Calendar Best Practices : Part 1 - czcams.com/video/GzsQnecjAQo/video.html and Part 2 - czcams.com/video/padKH8ys5Cs/video.html
OneNote - Best Practices - czcams.com/video/m-4AY1cMi8s/video.html
Microsoft 365 Best Practices - czcams.com/video/kVC_YcL5ObU/video.html
Cheers. Doc.

[@vmmohan08]

@@efficiency365 Thanks a lot

[@i_m_pratt_bratt]

I am getting error in Apply to each option. Although it seems correct. Please help

[@efficiency365]

It is difficult to troubleshoot remotely. Check the previous step.
Better still, create a new flow from scratch and follow instructions.