Showing results for 
Search instead for 
Did you mean: 
Regular Visitor

Recurrent Sharepoint List to Excel and then emailed via Flow

This is fairly specific of a situation that we are attempting to solve. Any help would be appreciated, we are able to do pieces, accomplishing the whole is the current battle.


We have a Sharepoint List that we need to email certain list items as an Excel attachment on the last Friday of the month.


We have tried using a template file stored in a separate Sharepoint Document Library, also building the file new each time is fine too.


Theoretical steps in the Flow:

  1. Recurrent flow
  2. Get items from Sharepoint List based on certain criteria (we have a Status field)
  3. Write those Sharepoint List Items to Excel
  4. Create Email and attach the created Excel spreadsheet to.
  5. Change Sharepoint List items status to Sent.

Please help in understanding how to accomplish this. There are other specifications in this as well that may alter final Flow but I believe these to be the pertinent ones.


Helpful resources

MPA_User Group Leader_768x460.jpg

Manage your user group events

Check out the News & Announcements to learn more.

Community Connections 768x460.jpg

Community & How To Videos

Check out the new Power Platform Community Connections gallery!

Welcome Super Users.jpg

Super User Season 2

Congratulations, the new Super User Season 2 for 2021 has started!

Carousel 2021 Release Wave 2 Plan 768x460.jpg

2021 Release Wave 2 Plan

Power Platform release plan for the 2021 release wave 2 describes all new features releasing from October 2021 through March 2022.

Users online (844)