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I am new and been trying to see how to automate sending emails and collecting files into OneDrive. These are the steps and desired outcome:
1) Data in Excel file is manually updated on OneDrive. These data in excel include email addresses, type of products required, quantity, price, company name etc
2) Body content of the email takes reference to data points in the excel
3) Body content presents the information in a table format
4) more than 1 attachments can be added depending on the type of products required
5) Body content also comes with an MS form which requires contacts to update their information and upload documents if they are interested to proceed. These uploaded documents are then stored in Sharepoint for retrieval and action by backroom staff.
6) Need to complete the email by adding a logo
7) when power automate is manually executed, emails are then sent to all listed in the excel file
😎 where email is successfully sent, it is indicated in the excel file under a status column
9) As the excel list is a master file and will be built up progressively when new contacts are added, those contacts that has been sent an email will no longer received the same email when the manual trigger is performed
This is a use case to minimize manual interaction with contacts with the aim to provide a guided process via the email and MS form.
Hope to get some help on this. Thanks in advance.
It looks like you have an ambitious project which will require a knowledge of a variety of different Power Automate features. I suggest taking this one step at a time and first learn how to read data from an Excel table. Start by creating a Flow from a template that does just that. Once you have mastered that, then move onto your next requirement. Feel free to post questions here as you progress in building you Flow.
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