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sidanaprince
Level: Powered On

Download Account Summary Report

Hi,

 

I am looking to explore Power Automate, I am trying to download Account Summary Report in PDF and create an email activity for that account and attaching downloaded PDF with email. I have to this all using Power Automate Flows. Is there any activity available in flows or connector I can use to do this.

 

Thanks

Prince

2 REPLIES 2
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Super User
Super User

Re: Download Account Summary Report

Hi @sidanaprince, you've not said where the document is stored, but let's assume you've uploaded it to your document library in SharePoint. We don't need to download it again:

0-SP-List.png

 

That triggers a simple flow:

1-Flow.png

 And the final action in the flow above sends the email with the document as an attachment:

2-Email.png

There's lots more you could do, for example adding conditions and other actions. Come back with any questions.

Rob
Los Gallardos
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Community Support Team
Community Support Team

Re: Download Account Summary Report

Hi @sidanaprince,

 

Has your problem been solved?
If your problem has been solved, You could go ahead and mark the post as solved by clicking “Accept as Solution” so that this thread will be marked for other users to easily identify!

Best Regards,
Community Support Team _ Lin Tu

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