cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
rohan0203
Regular Visitor

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

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?

For MS comm.jpg

Thanks Rohan

1 ACCEPTED SOLUTION

Accepted Solutions
rohan0203
Regular Visitor

@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:

rohan0203_0-1597941081434.png

 

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.

View solution in original post

3 REPLIES 3
rohan0203
Regular Visitor

I got the solution to this. Thanks.

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
Regular Visitor

@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:

rohan0203_0-1597941081434.png

 

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.

Helpful resources

Announcements
Power Automate News & Announcements

Power Automate News & Announcements

Keep up to date with current events and community announcements in the Power Automate community.

Power Automate Community Blog

Power Automate Community Blog

Check out the latest Community Blog from the community!

Top Solution Authors
Users online (4,825)