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insideingenuity
New Member

How to send one email with information of several rows based on account number in excel?

Hello I am currently trying to construct a flow to send out emails for cancellation notices for my company. Customers can have more than one policy which needs to be cancelled. capture 2.PNG

I need to create a flow which iterates through the excel sheet, sending an email to each person attaching a file to each (which I already need to do). Where I am struggling is where to get started/how to send just one email to the same customer if they have multiple policies being canceled. How can I test whether multiple policies have the same account number, therefore only sending one email with both cancellation notices? 

1 ACCEPTED SOLUTION

Accepted Solutions
v-bacao-msft
Community Support
Community Support

 

Hi @insideingenuity ,

 

Please refer to the following thread to create the flow:

https://powerusers.microsoft.com/t5/Building-Flows/Sending-Scheduled-Emails-with-Excel-Rows-Included...

You need to group the rows by email. Feel free to let us know if you have any questions about this method.

 

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.

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2 REPLIES 2
DeepakS
Resident Rockstar
Resident Rockstar

Hi @insideingenuity 

 

Your Flow will be a bit complex , but try to take ideas from the similar (not exactly same) post https://powerusers.microsoft.com/t5/Building-Flows/Consolidated-email-based-on-date-in-excel/m-p/471...

 

Reagrds,

DS 

v-bacao-msft
Community Support
Community Support

 

Hi @insideingenuity ,

 

Please refer to the following thread to create the flow:

https://powerusers.microsoft.com/t5/Building-Flows/Sending-Scheduled-Emails-with-Excel-Rows-Included...

You need to group the rows by email. Feel free to let us know if you have any questions about this method.

 

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.

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