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Power Automate - Excel spreadsheet / Emails or Teams

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Posted on by 10

All -

 

I have built a Microsoft Form that users have to fill out each morning upon coming to work.  Well we all know Microsoft Forms adds responses to an excel spreadsheet that can be downloaded whenever you want to view the results as a whole.

 

What I am attempting to accomplish is the following:

 

A user fills out the form and then obviously it is added automatically to the excel spreadsheet as a new line.  I am now wanting that specific spreadsheet to be emailed or posted in a teams channel at lets say 10:00 AM EST.

 

I have attempted anything and everything with no luck.  Currently I just have an automate that posts in a teams channel when the form is submitted and with tons and tons of responses it is starting to flood the teams channel.  So sending the spreadsheet at a specific time once everyone has completed it for the day seems better.

 

Any helps is appreciated or any alternate ideas.

  • cdpage Profile Picture
    cdpage 10 on at
    Re: Power Automate - Excel spreadsheet / Emails or Teams

    And yes my company has the Office 365 

  • cdpage Profile Picture
    cdpage 10 on at
    Re: Power Automate - Excel spreadsheet / Emails or Teams

    @yashag2255 For some odd reason I do not have the same options are shown in your image.  I just have Table & Pivot Table I will continue to search as I probably just have to add this somewhere.

     

    Also, just to be clear your solution will allow me to do the following:

     

    A user submits a response -> the response is added to the excel spreadsheet -> I can then set up an action at whatever time on a daily recurrence that will have the updated response after each day -> I can then set it up to post in either a teams channel or email with the updated spreadsheet?

     

  • yashag2255 Profile Picture
    yashag2255 24,442 on at
    Re: Power Automate - Excel spreadsheet / Emails or Teams

    Hi @cdpage 

     

    You can try the below approach: 

     

    1. Create a new excel sheet in a SharePoint Doc Library. You can then create a form from the excel by clicking the Forms button in the insert tab as shown below: 

    yashag2255_0-1603527166306.png

     

    2. Once the form is created, copy the URL to the excel file. In the flow, you can add a recurrence trigger and set the recurrence as required. Add a step to post a message to teams channel and then in the message you can add the link to the file. Folks who get it can browse the URL and view the file in the browser and if needed they can download it as well. 

     

    Hope this Helps!

    If this reply has answered your question or solved your issue, please mark this question as answered. Answered questions helps users in the future who may have the same issue or question quickly find a resolution via search. If you liked my response, please consider giving it a thumbs up. THANKS!

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