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eevvee
Regular Visitor

Onboarding reminder email - Sharepoint list

Hello, 

 

I am trying to set up a power automate reminder that has been stumping me. I have a Sharepoint list with new hires on it. When 5 days are remaining until their start date, I want an email to go out to a select group of people (the group of people is always the same, regardless of the new hires). In that 1 email, I want there to be a table with the new hires' first name(text field), last name (text field), position (multiple choice field), and start date (date field). 

 

I tried a few different things but had problems with either multiple emails going out, or having a bunch of extra stuff in the email...I think it's looking a bit messy now with little remnants of things that I have attempted to fix it.  

 

Here's the flow that I have; 

eevvee_1-1716323199708.png

eevvee_2-1716323239050.png

eevvee_4-1716323337828.png

 

The expressions are as follows 

formatDateTime(addDays(utcNow(),5),'yyyy-MM-dd')

- body('Newhires')['Firstname'], body('Newhires')['Lastname'],body('Newhires')['Position']

 

The emails that I get have a bunch of extra info in it - it looks like it's just spitting out all info in regards to this list. Piece of the email below 

eevvee_5-1716323629737.png

 

1 ACCEPTED SOLUTION

Accepted Solutions

@eevvee You might find these two tutorials helpful. I'd recommend creating a new flow and running a test at each step. It's a lot easier to troubleshoot a flow as you are building it instead of trying to troubleshoot when it's "complete". As you run tests you can verify the logic of your flow. 

 

Feel free to post an update if you are still stuck!

 

Send Emails Based on a 📆 Date Column in SharePoint with Microsoft Power Automate

 

In this Microsoft Power Automate tutorial, I’ll show you how to build a flow that will send a Happy Birthday email to a user based on a date column in a SharePoint list. The SharePoint list also contains a column with a Manager’s name which we’ll use to send a three-day and day of reminder to the user’s manager.

This automation will use the Filter Array action to filter out all SharePoint list items where the user’s birthday is today or in three days. This flow can apply to a variety of scenarios such as:

📅 Student Birthdays

📅 Project Due Dates

📅 Contract/Membership Renewals

📅 License Expirations

📅 Client Anniversaries


IN THIS VIDEO:

How to Send an Email based on a Date Column in SharePoint

Using the Recurrence Trigger in Power Automate

How to Use the Filter Array Action with multiple conditions

How to Get Dynamic Content from a Filter Array Action

How to Get a Date Three Days from Today

How to Create a Dynamic Date Based on utcNow()

How to Return a Count of Items

How to initialize and set a variable

How to use the Send an Email (V2) action

How to send test emails

 

-----

 

If you are looking for a way to send multiple SharePoint List items that have been assigned to a user in an email—check out this YT Tutorial: How to Send a SINGLE EMAIL ✉️ with multiple SharePoint list items | Build THIS Power Automate Flow

 

IN THIS VIDEO:

 How to send multiple list items in a single email with a Power Automate Flow

 How to create a dynamic date range

 How to use the Convert Time Zone action

 How to use a Filter Query in the Get Items action

How to count number of items in an array

 How to use the Select action to extract a users display name and email address

 How to create a unique list of email addresses

 How to use the Create HTML Table action

 How to customize the HTML Table with CSS styles

How to use the Send an email (V2) action

How to use the Append to String Variable action

How to create a custom list of items for an email

How to use the Send an email (V2) action

How to display singular or plural text based on the number of items returned

 

Hope this helps!

If I helped you solve your problem—please mark my post as a solution .
Consider giving me a 👍 if you liked my response!

👉 Level up your Power Automate skills by checking out my tutorials on YouTube
👉 Tips and Tricks on TikTok and Instagram

View solution in original post

1 REPLY 1

@eevvee You might find these two tutorials helpful. I'd recommend creating a new flow and running a test at each step. It's a lot easier to troubleshoot a flow as you are building it instead of trying to troubleshoot when it's "complete". As you run tests you can verify the logic of your flow. 

 

Feel free to post an update if you are still stuck!

 

Send Emails Based on a 📆 Date Column in SharePoint with Microsoft Power Automate

 

In this Microsoft Power Automate tutorial, I’ll show you how to build a flow that will send a Happy Birthday email to a user based on a date column in a SharePoint list. The SharePoint list also contains a column with a Manager’s name which we’ll use to send a three-day and day of reminder to the user’s manager.

This automation will use the Filter Array action to filter out all SharePoint list items where the user’s birthday is today or in three days. This flow can apply to a variety of scenarios such as:

📅 Student Birthdays

📅 Project Due Dates

📅 Contract/Membership Renewals

📅 License Expirations

📅 Client Anniversaries


IN THIS VIDEO:

How to Send an Email based on a Date Column in SharePoint

Using the Recurrence Trigger in Power Automate

How to Use the Filter Array Action with multiple conditions

How to Get Dynamic Content from a Filter Array Action

How to Get a Date Three Days from Today

How to Create a Dynamic Date Based on utcNow()

How to Return a Count of Items

How to initialize and set a variable

How to use the Send an Email (V2) action

How to send test emails

 

-----

 

If you are looking for a way to send multiple SharePoint List items that have been assigned to a user in an email—check out this YT Tutorial: How to Send a SINGLE EMAIL ✉️ with multiple SharePoint list items | Build THIS Power Automate Flow

 

IN THIS VIDEO:

 How to send multiple list items in a single email with a Power Automate Flow

 How to create a dynamic date range

 How to use the Convert Time Zone action

 How to use a Filter Query in the Get Items action

How to count number of items in an array

 How to use the Select action to extract a users display name and email address

 How to create a unique list of email addresses

 How to use the Create HTML Table action

 How to customize the HTML Table with CSS styles

How to use the Send an email (V2) action

How to use the Append to String Variable action

How to create a custom list of items for an email

How to use the Send an email (V2) action

How to display singular or plural text based on the number of items returned

 

Hope this helps!

If I helped you solve your problem—please mark my post as a solution .
Consider giving me a 👍 if you liked my response!

👉 Level up your Power Automate skills by checking out my tutorials on YouTube
👉 Tips and Tricks on TikTok and Instagram

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