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SharePoint List to Excel & Email Distribution Help Needed!

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Posted on by TarenBhutch

Hi,

I've built a PowerApp that allows users to submit data to a SharePoint list. Now, I'm looking to streamline the process with Power Automate.

Here's what I'm aiming to accomplish:

Retrieve all items entered into the list for today's date.
Transfer these items to an Excel document.
Remove the transferred entries from the SharePoint list.
Send the Excel document, preferably as a .csv, to a shared mailbox.
Refresh the Excel file to clear entries for tomorrow's flow.

This will run at 12:01AM daily.

I'm struggling to get the attachment into the email. I'm also seeking assistance and suggestions for optimizing this workflow. Any insights or advice would be greatly appreciated.

Here's my current workflow:

AdHoc PA Submissions PowerAutomate Flow.png

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SudeepGhatakNZ 14,394 Most Valuable Professional on at

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@TarenBhutch

Add a Get file content action above the Email action to retrieve the content of the newly generated CSV.

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TarenBhutch 95 on at

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Thank you for your suggestion. I noticed that I received the same email multiple times overnight. Could you please advise on how I can ensure I only receive it once? Additionally, the attachment was not in Excel format. Could you provide any suggestions regarding this issue?

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SudeepGhatakNZ 14,394 Most Valuable Professional on at

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@TarenBhutch

Most likely you have added the email action inside a loop, so you get emailed for each record.

As for the second issue, you might just be missing an extension in the filename.

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TarenBhutch 95 on at

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Thanks for your feedback.
I am experiencing the below issues:
Rather than receiving one email with all the rows in the Excel file, I am getting multiple. It seems to follow the pattern of the number of rows added is the number of emails I receive. It's important to mention that each email is identical, and the attachments of these emails all have the same data. How can I determine if this is due to a loop in the workflow? It is not explicitly shown in the current setup (see original attachment).
Finally, I need to ensure the Excel file is cleared and ready for the next day.
Any suggestions you have would be greatly appreciated.

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SudeepGhatakNZ 14,394 Most Valuable Professional on at

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@TarenBhutch Refer the flow below. Just swap the Onedrive actions with the SharePoint ones.

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TarenBhutch 95 on at

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Thanks for your help @SudeepGhatakNZ !

I managed to get the file to send through by making adjustments to my workflow as per the image attached.

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