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jahna
Regular Visitor

How do I send a email reminder based on a date in one drive excel doc?

How do I send an email to myself based on a date in a one drive excel doc? 

 

For example if I have 

 

Name30DayReviewDue60DayReviewDue90DayReviewDue
Billy Joe2/21/243/21/242/21/24
Lea Max2/26/243/26/243/28/24
Sally Sue2/28/243/28/24 4/28/24

 

So on 2/21/24 I would get an email saying to complete "Billy Joe" Their 30dayreivew is due. The same for the other names and the other 60/90 dates.

 

Thank you for any help,

7 REPLIES 7
S-Venkadesh
Super User
Super User

Hi @jahna 

Here the steps to meet your goal:

  1. Set Recurrence: Start by setting up a recurring trigger for your workflow.
  2. Fetch Excel Data: Use an action to fetch data from your Excel table. Make sure your data in excel is in a table format.
  3. Compose Local Time: Create a step to compose the current date in the 'yyyy-MM-dd' format.
  4. Convert Due Date: Convert the due date to the 'yyyy-MM-dd' format, considering the 30-day interval.
  5. Compare Dates: Set up a condition to compare the composed local time with the converted 30-day due date.
  6. Send Email: If the condition is met (i.e., if the due date is within 30 days), configure the workflow to send an email notification.

Expression used:

In Compose

formatDateTime(parseDateTime(items('For_each')?['30DayReviewDue']), 'yyyy-MM-dd')

In Condition

"equals": [
"@outputs('format_30_days_due_date')",
"@body('Convert_time_zone_to_local')"
]


Refer the below screenshot:

SVenkadesh_0-1708446369374.png

I hope this information is helpful. If it is, please consider giving a thumbs up 👍.

Best regards,
Venkadesh Sundaramurthy

Thank you for your help ,@S-Venkadesh 

 

I think I made a mistake it popped up saying  "The repetitive actions for each referenced by inputs in action composed are not defined in the template. 

 

jahna_0-1708447567955.png

 

S-Venkadesh
Super User
Super User

Hi @jahna 
I've noticed that there's a nested 'Apply to each' in your flow, which seems to be causing the issue. Please refer to the snapshot below for more detailed information.

SVenkadesh_0-1708449991316.png

I hope this information is helpful. If it is, please consider giving a thumbs up 👍.

Best regards,
Venkadesh Sundaramurthy

@S-Venkadesh 

 

I was able to get the apply to each to look like yours but It popped up with another message. 

 

jahna_0-1708452973015.png

 

jahna_1-1708452994251.pngjahna_2-1708453016215.pngjahna_3-1708453128687.png

 

S-Venkadesh
Super User
Super User

Hi @jahna ,
Could you please review the "foreach" loop and ensure it matches the structure shown in the screenshot below? Additionally, consider deleting the existing "Compose" action and adding a new one for testing purposes.

SVenkadesh_0-1708457263278.png

I hope this information is helpful. If it is, please consider giving a thumbs up 👍.

Best regards,
Venkadesh Sundaramurthy

@S-Venkadesh 

I was able to run it but it popped up with this now saying the flow failed 

 

jahna_0-1708457828331.png

 

S-Venkadesh
Super User
Super User

Hi @jahna 
It appears that the issue may be related to a null value in the due date field of some records.
To troubleshoot this, please navigate through the loop by clicking the button as indicated in the screenshot. This will allow you to identify which record is causing the issue and provide insight into resolving it.

SVenkadesh_0-1708581224768.png

 

I hope this information is helpful. If it is, please consider giving a thumbs up 👍.

Best regards,
Venkadesh Sundaramurthy

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