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Automate the Planner Export plan to Excel function with Power Automate

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Posted on by HendrikV2603

Hello,
is it possible to automate the manual function in MS Planner "Export plan to Excel" with Power Automate, so that this function e.g. replaces an Excel file in a given directory with the updated plan details on a daily basis?
With several plans, I would have several Excel files every day that would have to be replaced in the directory.
Thanks in advance.

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Building flows

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v-jefferni on at

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Hi @HendrikV2603 ,

You can save all new tasks in Excel worksheets using simple flows automatically, like below, and store worksheets in SharePoint Library/OneDrive (for business)/Google Drive or any other cloud storages:

It's not possible to replace the built-in "Export plan to Excel" command.

Best regards,

Community Support Team _ Jeffer Ni
If this post helps, then please consider Accept it as the solution to help the other members find it.

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zakhasan 2 on at

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Hello,
I am having a problem with getting checklist to appear. Is there a special way to acquire this? Everytime I try to enter the checklist as a dynamic content Another "apply each" appears. How do I fix this?

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3L3ctr0ns 2 on at

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Unfortunatly the solution is not working... (flow is created by the co pilot and is created with error)

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Jap11 386 on at

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Hello - I'm trying to do the same, did you ever manage to fix this?

Ideally I want the exact same information I get when I export my planner but in a file or location that has the information automatically updated without having to export.

Thanks,
Josh

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