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Anonymous
Not applicable

How do I automate a flow to send consolidated email when date is due?

Hi, I would need help to create a flow to send out consolidated emails. 

 

1. Emails to be sent 1 day in advance before due date (Column D)

2. Consolidate rows in excel for same project ID and create a HTML table in email

3. Send to person-in-charge of the project ID (*Even if the person is in-charge of a few projects, I would need to trigger emails according to the project ID as reference) - So each email will be for individual projects

 

Have tried a few ways but can't seem to make it consolidate accordingly. - I tried to identify the unique Project ID first, but how do I pick out the details? (Especially the email address to send to and the Subject and contents (*other items other than the things to be shown in the html table) to be put in the email)

 

*I have added a screenshot of how my details are like inside my excel.

 

jayq1989_1-1633649497547.png

 

 

Thanks in advance!

1 ACCEPTED SOLUTION

Accepted Solutions

Hi @Anonymous 

I set up a flow, you can take a try with the following screenshots to see if it helps

This is my test excel. My date today is 10/8/2021.

vLilyWmsft_9-1633674773445.png

Flow in details:

vLilyWmsft_0-1633673437886.png

vLilyWmsft_1-1633673455359.png

Expression1:formatDateTime(item()?['Due Date'], 'yyyy-MM-dd')

Expression2:addDays(utcNow(), 1, 'yyyy-MM-dd')

vLilyWmsft_2-1633673562357.png

vLilyWmsft_19-1633675874903.png

vLilyWmsft_18-1633675778167.png

Expression1:item()?['Project ID']

Expression2:item()?['Name']

Expression3:formatDateTime(item()?['Due Date'],'yyyy-MM-dd')

Expression4:item()?['Listings']

vLilyWmsft_5-1633673978336.png

vLilyWmsft_6-1633674070550.png

vLilyWmsft_14-1633675279173.png

 

 

After Flow runs, Lily will receive two emails and test2 will receive an email.

vLilyWmsft_15-1633675330052.pngvLilyWmsft_16-1633675341733.png

vLilyWmsft_17-1633675366541.png

Hope the content above may help you.

Best Regards

If my solution helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

3 REPLIES 3
Anonymous
Not applicable

Still looking for solutions, any suggestions? Thanks

Hi @Anonymous 

I set up a flow, you can take a try with the following screenshots to see if it helps

This is my test excel. My date today is 10/8/2021.

vLilyWmsft_9-1633674773445.png

Flow in details:

vLilyWmsft_0-1633673437886.png

vLilyWmsft_1-1633673455359.png

Expression1:formatDateTime(item()?['Due Date'], 'yyyy-MM-dd')

Expression2:addDays(utcNow(), 1, 'yyyy-MM-dd')

vLilyWmsft_2-1633673562357.png

vLilyWmsft_19-1633675874903.png

vLilyWmsft_18-1633675778167.png

Expression1:item()?['Project ID']

Expression2:item()?['Name']

Expression3:formatDateTime(item()?['Due Date'],'yyyy-MM-dd')

Expression4:item()?['Listings']

vLilyWmsft_5-1633673978336.png

vLilyWmsft_6-1633674070550.png

vLilyWmsft_14-1633675279173.png

 

 

After Flow runs, Lily will receive two emails and test2 will receive an email.

vLilyWmsft_15-1633675330052.pngvLilyWmsft_16-1633675341733.png

vLilyWmsft_17-1633675366541.png

Hope the content above may help you.

Best Regards

If my solution helps, then please consider Accept it as the solution to help the other members find it more quickly.

Anonymous
Not applicable

Hi @v-LilyW-msft 

 

IT WORKS! Thanks! Really appreciate your help! 🙂

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