Power Platform Community Forum Thread Details

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:

Recurrent flow
Get items from Sharepoint List based on certain criteria (we have a Status field)
Write those Sharepoint List Items to Excel
Create Email and attach the created Excel spreadsheet to.
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.

Categories:

General topics