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Power Automate - Building Flows
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Sending an Email According to a Date in SharePoint List

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Posted on by 98

Hi everyone,

 

I'm currently working on a SharePoint list for my organisation. The SharePoint list is to be a list of documents, along with multiple details, including the date they need to be reviewed and the people that need to review them. How would I go about using Power Automate to send reminders to everybody that needs reminders? I'd like to send them a list of documents they need to review if possible, as opposed to sending them an email for each document.

  • GenericoName Profile Picture
    98 on at
    Re: Sending an Email According to a Date in SharePoint List

    @Gristy Perfect. Do you think it'd be possible to compile all of the reminders into a single email for each user?

  • Gristy Profile Picture
    2,429 on at
    Re: Sending an Email According to a Date in SharePoint List

    yes take a look at the inbuilt reminders workflow to SharePoint you would just modify the email to field to be a string of emails that you would spend to in a loop with the retrieved items 

  • GenericoName Profile Picture
    98 on at
    Re: Sending an Email According to a Date in SharePoint List

    @Gristy 

     

    Ideally, I'd like to have the flow sending reminders out at the start of every month, with an email column in my list showing who each reminder will go to, if possible I'd like these to be sent as a single list rather than a bunch of emails.

     

    Do you think that would be possible? If so, how?

  • Gristy Profile Picture
    2,429 on at
    Re: Sending an Email According to a Date in SharePoint List

    There is a reminder template built in to SharePoint Librarys just click onthe Power Automate on the command bar ad you will see Set Reminder and pick your date column - it will prompt for the amount of dates before - this does all the hard work for you - you can then modify the workflow as required - for example instead of building one table to send yourself - you can delete that and use a loop to send one email per item to the person they are assigned to etc.

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