Need help for a flow in triggering from data in an excel (Beginner)

[rohan0203]

Hi, I have some data in my excel. Based on the date present in one of the column, I need to send a reminder prior to 7 days of that date.

Such as for the below data, based on the date present in 'Expiry date' column I need to send a reminder 1 week prior to this date. Please let me know how I can go about with this?

Thanks Rohan

[rohan0203]

I got the solution to this. Thanks.

[danielbazetto]

Hi @rohan0203 

Could you please share with us what is the solution? So new colleagues on the communities can find some help here if they face the same scenario.

Thank you.

[rohan0203 · Accepted solution]

@danielbazetto - Please see below -

1. First, I added a few rows in the excel as follows. 

Expiry Date to text - using to_text formula

Today's date using today()

Flag to decide whether to send the mail or not using simple IF formula

Days to expiry i.e. Today's date-expiry date. 

Then I formatted this data as a table. This gives an advantage that any additional rows automatically apply the additional rows with the required formulas etc. The table looks like this:

2. I created a custom flow, scheduled it to run at a specific time every day.

3. Added an action, used connection to an excel and selected the event 'List rows in a table'. Used filter query to select only those rows where the Mail Send flag is 'Y'.

4. Added an action to send an email for those rows which were selected in previous step.