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Posted on by Declan90

Good Morning/Evening All

I am hoping to get some advice if the possible flow is doable, apologies in advance I am new to this and learning as I go.

Essentially, I have a SharePoint file which is automated for the project I am on which contains submitted forms via a Microsoft forms. I will run another report via execl every month to identify those who should have submitted that have not. I would like to firstly send an email to remind them and then hopefully populate my execl spreadsheet with received forms (rather than manually go in and check) I would then like to set further emails to send should no form be submitted eg 5 days, 10 days 15days etc.

Any advice/template to get me started would be greatly appreciated. Apologies again if this is somewhere on the forum. Thank you.

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ScottShearer 25,290 Most Valuable Professional on at

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@Declan90

A couple of questions for you...

Am I correct that you are populating a SharePoint list with items submitted via Forms?

Am I correct that you have a list in Excel showing everyone who should have submitted?

Your goal is to send reminder emails at selected intervals?

About how many rows of data do you have in Excel?

If you answer the above I will provide an example.

I do want to point out that your Excel data will need to be in a table in order to use Power Automate.

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Declan90 9 on at

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@ScottShearer

Hi Scott,
Many thanks for your reply it is greatly appreciated.
The SharePoint list is already created and populated via a submission from a 3rd party, submitted via MF. I will then use this data to compare against my list in Excel. The data in Excel will change each month so my goal is to identify those who have not submitted forms via MF (my execl data will show me who should have done) and send emails at certain intervals. I would have at an absolute maximum 100 rows and 10 Columns.
Thank you again

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ScottShearer 25,290 Most Valuable Professional on at

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@Declan90

Can you tell me how I might link the Excel data and the data in the list (common column)? Does the individuals email appear in both places?

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Declan90 9 on at

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Hi @ScottShearer

No email in both, but a common column in both will be a unique number identifier. Thank you

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ScottShearer 25,290 Most Valuable Professional on at

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@Declan90

OK - Last question...

You want to send an email reminder. Where do you have the email stored? In Excel? SharePoint?

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Declan90 9 on at

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Hi @ScottShearer

Thank you for taking the time for this. I currently have the email stored in Excel.
Kind Regards
Declan

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ScottShearer 25,290 Most Valuable Professional on at

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@Declan90

See my example below and let me know if you have any questions.

I use an OData filter in my Get items action - more info can be found here on OData filters

Please note that there is a much slicker more complicated way to do this using a filter array action, but since you don't expect more than around 100 items, this approach should be OK.

Here is my SharePoint list:

Here is my Excel data:

Here is my Flow:

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Declan90 9 on at

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Hi @ScottShearer

Thank you very much for taking the time to do this. I will report back tomorrow. Enjoy your day. Thank you

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