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Power Platform Community / Forums / Power Automate / Flow to insert excel t...
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Flow to insert excel table in email

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Posted on by 30

Hi all,

 

Here is my situation. I need use power automate to send several emails at a time to different clients using excel to populate the content in the email body. However, I also need to insert a table (and a table that has varying number of rows) as well and can't seem to do that in my current flow. Most of the content in the email comes from rows/cells in excel, but I cannot seem to get the table I need inserted. The table contains client data from years past, and so some clients have more rows than others. The way I see it, there are two ways that would work for me, but cannot figure out either way.  
Method 1: have the client's history table populate in each email and automatically send them

Method 2: have power automate compose a draft email with all content except the table populated, and then leave the draft open so I can paste the table in before manually sending. 

does anyone have any ideas on these two methods? 
Ps I don't know VBA very well and I am using a Mac machine 

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  • Rhiassuring Profile Picture
    8,690 Moderator on at

    Is the table stored in Excel as well?

  • Jahowl772 Profile Picture
    30 on at

    Hi there. I can store the table in excel, yes. 

  • Rhiassuring Profile Picture
    8,690 Moderator on at

    All you'll need to do is use the "List Rows Present in Table", point at the table, and use the Filter Query of columnname eq 'Client Name' -- then,  you can use the "Create HTML Table" action to identify the columns you want and turn it into HTML. The output from that can be placed directly into an email body.

  • Jahowl772 Profile Picture
    30 on at

    Thanks so much! I can try this out. Does it automatically choose only the rows for the individual client that the email is going to?

  • Rhiassuring Profile Picture
    8,690 Moderator on at

    Yes, as long as you use the Filter Query I mentioned!

  • Jahowl772 Profile Picture
    30 on at

    I will give this a shot and report back!! Thank you!!!

  • Jahowl772 Profile Picture
    30 on at

    ok, so I am a little confused on where to insert the instructions for creating the table from the second table I have that has the client history. see screenshot. where do I add that step? and just to be clear, I am working with two different tables. One table is a table of all clients contact info, and the other is client's history.

  • Nived_Nambiar Profile Picture
    18,129 Super User 2025 Season 2 on at

    Hi @Jahowl772 

     

    Could you share a screenshot of both tables ?

     

    with dummy data to see how it looks 🙂

     

    Thanks & Regards,

    Nived N 🚀

    LinkedIn: Nived N's LinkedIn
    YouTube: Nived N's YouTube Channel

    🔍 Found my answer helpful? Please consider marking it as the solution!
    Your appreciation keeps me motivated. Thank you! 🙌

  • Jahowl772 Profile Picture
    30 on at

    Hi Nived,

     

    I have attached two screenshots of the tables. Think of Table 1 as the customer history and Table 2 as the customer information. I am looking to be able to compose an email that would populate Table 2 data into a personalized email and then for the email to also contain a table from Table 1 for just that specific customer. And I would love to be able to send out bulk emails to my oversight group with each player having an individual email and have them all personalized in this manner.

     

    Jason

  • Nived_Nambiar Profile Picture
    18,129 Super User 2025 Season 2 on at

    Hi @Jahowl772 

     

    So currently you have added Table 2 data to the current flow, am i right ?

     

    Thanks & Regards,

    Nived N 🚀

    LinkedIn: Nived N's LinkedIn
    YouTube: Nived N's YouTube Channel

    🔍 Found my answer helpful? Please consider marking it as the solution!
    Your appreciation keeps me motivated. Thank you! 🙌

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