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rhuen
New Member

Send an email to an agent a list of who has payments due today (from Excel file)

Hello,

So my goal here is to have a flow that sends an email every morning to an agent that lists who has reached one of their pledge payment reminder days. For example, on 11/5/2020, the agent would receive a list of Rebecca, Mark, Virginia, and Wanda's names, their pledge amount, and the amount received. Then again on 11/20/2020 if they have not finished paying (rows will be manually updated/removed from the SharePoint Excel file once they have paid).

 

Entity NameDate15 Day Reminder30 Day Reminder45 Day ReminderPledge AmountAmount Received
Rebecca10/21/202011/5/202011/20/202012/5/2020$200.00$0.00
Mark10/21/202011/5/202011/20/202012/5/2020$100.00$0.00
Virginia10/21/202011/5/202011/20/202012/5/2020$250.00$0.00
Wanda10/21/202011/5/202011/20/202012/5/2020$50.00$0.00
David10/21/202011/6/202011/21/202012/6/2020$250.00$0.00
Richard10/21/202011/6/202011/21/202012/6/2020$100.00$0.00
Willie10/21/202011/7/202011/22/202012/7/2020$50.00$0.00
Jayne10/21/202011/8/202011/23/202012/8/2020$25.00$0.00
Elizabeth10/21/202011/8/202011/23/202012/8/2020$50.00$0.00

 

I looked at these posts (and many others):
https://powerusers.microsoft.com/t5/Building-Flows/Send-email-based-on-date-in-Excel/m-p/555462#M723...
https://powerusers.microsoft.com/t5/Building-Flows/Reminder-by-email-with-tasks-due-today/m-p/486902
but ended up with 97 emails in my inbox. This seems to be especially tricky with all the dates because there is difficulty between flows and excel with dates. I would share what I have come up with so far but I don't think it is worth noting.

I appreciate any help and suggestions.

1 REPLY 1
Brad_Groux
Super User II
Super User II

If you could provide an expanded screenshot of your Flow and steps, your Flow run history, and of any detailed error messages you're receiving we could likely better assist you. Also, for the best results, you may want to review How to write a good forum post.

If this reply answers your question or solves your issue, please ACCEPT AS SOLUTION ☑️. If you find this reply helpful, please consider giving it a LIKE. Want to know more? Follow @BradGroux on Twitter, and check out my Medium blog at https://msft.engineer.

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