Get Excel rows, Send email with Onedrive File as attachment and Update Excel

[jp_]

Hi all,

I really need your help in order to setup an automated process through flow. I really think that this could be done through ms flow, but I can’t make it happen so far. As I am not an experienced user any suggestions are welcome and appreciated.

Facts.

I have a xlsx in a OneDrive business account.

[id, date, name, E-mail, Status A, Status B, OneDrive pdf file path, email send datetime]

Status A = Yes/No, Status B = Yes/No

I have a OneDrive folder A, that includes pdf files ready to be email sent. This is the folder that is included @ the OneDrive pdf file @ my xlsx

I have a OneDrive folder B, that includes pdf files that I want files to be moved after the email sent.

Need.

To create a recurrence that,

checks every row in my xlsx and

if [Status A = No] &

[Status B = Yes],

to send an email through an o365 email account @ [E-mail],

to include as an Attachment the file [OneDrive pdf file path],

and after email is sent,

update [Status A = Yes],

update [Status B = No],

move file from [OneDrive folder A] to [OneDrive folder B],

update [email send datetime] = to the actual date time all this has happened.

Thank you in advance for your time & effort over this.

[burgett94]

Hello @jp_ 

You can use the action "List rows present in a table" with a filter query of 

StatusA eq 'Yes' and StatusB eq 'No'

You will need the action "Create HTML Table" to present it in an appropriate format i.e. set to custom and only pull required columns/values which can then be used in the body of "Send an email (V2)" action.

Once that is done, you can use the "Update a row" action to change the values for StatusA and StatusB.

Thanks

Bradley

[jp_]

Hi @burgett94  and thanks for your valid reply. It is working as expected so far.

the only pending is to handle the files now form folder a as an attachment and move them to folder b.

Any thoughts?

[burgett94]

Hello @jp_ 

There are two actions called 'Move File' or 'Copy File' within the SharePoint group which will do what you require - hope that helps.

Thanks

Bradley

[jp_ · Accepted solution]

Hi @burgett94  and thanks for your reply. I followed the action mentioned and figured out the solution for my need.

What I’ve done so far.

Actually I had to create 2 different Flows in Power Automate.

1. To identify OneDrive new uploaded files.
2. To create all other steps in procedure.

I am sharing below my approach, if it’s helpful for anyone that would be great. Of course please don’t hesitate to make any remarks on my approach in order to make it even more efficient.

1. Get OneDrive File IDs
   Get OneDrive IDs
2. Get List of items to Send email
   Get List of items to Send

Thanks,

jp