Use Power Automate to create a 'Thank You' Email to top 10 Quote users in the last 30 days

(0) Share

Report

Posted on by Alex_Security

174

Hi All,

bit of a complex one, so let me set a scene - I have a current powerapp that is used as a quoting tool for my companies salespeople, and it works fine. for every quote raised ,each line item is patched to a sharepoint list as a sort of log, this list contains the following:

the users name (as a single line of text)
the date of the quote
the cost price of the quote item
the sell price of the quote item

what i'd like to do in power automate, is essentially run a scheduled cloud flow, wherein on the first of each month, it filters the sharepoint list, analyses the filtered table to produce the top 10 users (in terms of gross profit,{so sell price - cost price}) and send each one a thank you email with their line manager in cc.

if someone could help me work out how on earth analysing the data would work, that would be super helpful!

Categories:

General topics

I have the same question (0)

All responses (2)

Answers (0)

ArchitectMadhan 1,584 on at

Like (0)

Report
Copy link

Link copied!

Hi @Alex_Security ,

I think you have done almost half of the work already.

1. Just you need to add one more column (Calculated ) in SharePoint List to hold the Gross Profit value, as you are sorting the top 10 Quote having highest Gross Profit (in Descending order). To get the Top 10 quote based on highest gross profit you can create the SharePoint list view and sort based on Gross Profit field and record count can be set as 10.

2. Then from Scheduled Flow you use the "SharePoint" action -> Get Items -> mention the new SharePoint list view that you have created.

3. Apply for each -> send email (action) have the placeholders for the sales person and add CC (line manage).

Ref: https://powerusers.microsoft.com/t5/Building-Flows/Power-Automate-sending-multiple-email/td-p/895886

Was this reply helpful? Yes No
Alex_Security 174 on at

Like (0)

Report
Copy link

Link copied!

Hi Architect Madhan,

the only issue with that flow, whilst excellent, is that one user may have raised multiple quotes on differing days, so i don't believe this handles the duplication issue - i suspect some kind of distinct function would need to do this?

Was this reply helpful? Yes No