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Cestode
New Member

Can a flow allow me to send an email notification based on a date field (column) in an excel table?

Hi Folks,

 

I am currently trying to create a flow that will send an automated email based on a date field (column) in an Excel table.

More specifically, I would like an email to be sent 30 days in advance of a date listed in Excel.

 

If anyone knows how to do this or can direct me to an example It would be very much appreciated.

I am finding flows extremely difficult, literally nothing I have done so far has worked.

 

Thank you!

 

Jon.

 

2 ACCEPTED SOLUTIONS

Accepted Solutions

@Cestode 

Hey Jon, hang in there.  You've got loads of support and people eager to help out.

For your particular case, one approach might be to use a recurrence trigger to check your list daily for anything that is due 30 days from that day.  If so, send an alert...if not, see you tomorrow.

 

To do this, you could use a compose or Add to Time action to add 30 days to 'today', and then have a condition to see if a line's due date is equal to that date.  I did something similar in my Birthday Bot series.

 

Good luck, and keep us posted.

-Ed

 

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v-bacao-msft
Community Support
Community Support

 

Hi @Cestode ,

 

Please refer to the method provided by @edgonzales to configure Flow to achieve your needs. When processing the date field in the Excel table, we may need to first restore number to date, and then compare date with utcNow().

 

Please refer to this thread and see if it helps:

Solved: Excel file to list flow: date issue - Power Platform Community

 

Feel free to let us know if you have any other questions.

 

Best Regards,

Community Support Team _ Barry
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

2 REPLIES 2

@Cestode 

Hey Jon, hang in there.  You've got loads of support and people eager to help out.

For your particular case, one approach might be to use a recurrence trigger to check your list daily for anything that is due 30 days from that day.  If so, send an alert...if not, see you tomorrow.

 

To do this, you could use a compose or Add to Time action to add 30 days to 'today', and then have a condition to see if a line's due date is equal to that date.  I did something similar in my Birthday Bot series.

 

Good luck, and keep us posted.

-Ed

 

If you liked this reply, please give it a thumbs up! If this reply has answered your question or resolved your challenge, please consider marking it as a Solution. This helps other users find it more easily via search.

View solution in original post

v-bacao-msft
Community Support
Community Support

 

Hi @Cestode ,

 

Please refer to the method provided by @edgonzales to configure Flow to achieve your needs. When processing the date field in the Excel table, we may need to first restore number to date, and then compare date with utcNow().

 

Please refer to this thread and see if it helps:

Solved: Excel file to list flow: date issue - Power Platform Community

 

Feel free to let us know if you have any other questions.

 

Best Regards,

Community Support Team _ Barry
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

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