I am fairly new to Power Automate. That said, I want to 'automate' via an email notification if/when one of my libraries in danger of dropping off and being deleted. I tried to follow the recipe given in the prior article noted below. I can't get past step #3.
At your leisure, would you review below.
Is there a way to set up a notification for bulk expiring documents? - Microsoft Community
Yes, you can set up notifications for expiring documents in SharePoint Online. While there isn't a built-in feature for bulk notifications specifically for expiring documents, you can achieve this by creating a Power Automate flow. Here’s a general approach you can follow:
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Create a Scheduled Flow: Set it to run on the first of each month.
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Get Items from Your Document Library: Use the "Get items" action to retrieve documents that are expiring in the next two months.
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Filter Documents: Apply a filter to check the expiration dates of your documents.
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Send Notification: Use the "Send an email" action to compile and send the list of expiring documents.
I found the detailed steps to set up such a Power Automate flow for your reference. However, if this one doesn't work as expected, kindly contact Power Automate community where might have more professional suggestions. Here is the entrance of Microsoft Power Platform Community Forum Thread.
Step 1: Access Power Automate
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Go to Power Automate and log in with your Microsoft account.
Step 2: Create a New Flow
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Click on “Create” in the left navigation pane.
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Choose “Scheduled cloud flow.”
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Name your flow (e.g., "Monthly Expiring Documents Notification").
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Set the flow to run once a month (e.g., on the 1st day of the month) and click “Create.”
Step 3: Get Items from SharePoint
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Click on “+ New step.”
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Search for and select the “SharePoint” connector.
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Choose the action “Get items.”
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Fill in the details:
Step 4: Filter Expiring Documents
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Click on “+ New step.”
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Search for “Filter array” and select it.
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In the From field, select the value from the previous step (it should show the list of items).
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Set up the filtering condition:
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For the first field, choose the column that holds the expiration date.
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Choose “is greater than or equal to” and set the value to utcNow().
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Add another condition using “Add condition”:
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For this field, choose the same expiration date column.
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Choose “is less than or equal to” and set the value to addDays(utcNow(), 60).
Step 5: Compose the Notification Email
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Click on “+ New step.”
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Search for “Compose” and select it.
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In the Inputs field, create a message to summarize the documents. Use the outputs from Filter array to list the document names and expiration dates.
Step 6: Send the Email
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Click on “+ New step.”
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Search for and select the “Send an email (V2)” action.
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Fill in the details:
Step 7: Save and Test Your Flow
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Click “Save” at the bottom of the screen.
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You can test the flow by clicking on “Test” in the top right corner. Follow the prompts to run a test.
Step 8: Monitor Your Flow
You can check the flow’s run history to see if it works correctly and troubleshoot any issues.
If you have any questions or need further assistance, feel free to ask!
