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

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
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
If I've answered your question or solved your problem, please mark this question as answered. This helps others who have the same question find a solution quickly via the forum search. If you liked my response, please consider giving it a thumbs up. Thanks.

Community Support
Community Support

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

Helpful resources

Announcements
firstImage

New Ranks and Rank Icons released on April 21!

The time has come: We are finally able to share more details on the brand-new ranks coming to the Power Automate Community!

firstImage

Now Live: Power Virtual Agents Community!

We are excited to announce the launch of Power Virtual Agents Community. Check it out now!

firstImage

New & Improved Power Automate Community Cookbook

We've updated and improved the layout and uploading format of the Power Automate Cookbook!

thirdimage

Power Automate Community User Group Member Badge

Fill out a quick form to claim your user group badge now!

sixthImage

Community Summit North America

The top training and networking event across the globe for Microsoft Business Applications

Top Solution Authors
Top Kudoed Authors
Users online (6,246)