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Power Platform Community / Forums / Power Automate / Take information from ...
Power Automate
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Take information from an email and pass the data to a sharepoint list or to excel in sharepoint

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Good day, please assist me with guidance on how I can create a workflow that allows extracting information from an email (body) and taking specific parts of that data to fill out an Excel sheet with information we receive daily. I would appreciate if one of the experts could guide me step-by-step as I am new to the platform. Thank you all
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  • narayan225 Profile Picture
    2,547 Moderator on at
     
    You can check the following blogs and articles for reference.
     
     
    Hope this helps.
    Cheers!
  • Suggested answer
    Riyaz_riz11 Profile Picture
    4,120 Super User 2026 Season 1 on at
    Hi,
     

    STEP 1 Create the Flow

    1. Go to https://make.powerautomate.com

    • Click Create > Automated Cloud Flow

    • Name: Extract Email Data to Excel

    • Trigger: When a new email arrives (V3)

     STEP 2: Configure the Trigger

    • Folder: Inbox

    • Optional:

      • Add a filter like Subject contains or From address

     STEP 3: Extract Info from the Email Body

    Date: 2025-06-21
    Name: John Doe
    Amount: $1200
    Reference: INV12345
     

    Use "Compose" actions to extract each value:

    1. Add a "Compose" action:

    • Name: Extract Date

    • Expression:

      trim(split(split(body('Get_email')?['Body'], 'Date:')[1], '\n')[0])

    Replace "Date:" with whatever label appears in your email.

    Do similar for:

    • Name: → Extract Name

    • Amount: → Remove $ if needed

    • Reference: → Extract string

     STEP 4: Add a Row to Excel Table

    • Add action: Add a row into a table

    • Location: Choose OneDrive / SharePoint

    • File: Browse to your Excel file

    • Table: Choose the table you created

    • Map values:

      • Date → Output from Compose "Extract Date"

      • Name → Output from Compose "Extract Name"

      • Amount → Output from Compose "Extract Amount"

      • Reference → Output from Compose "Extract Reference"

     STEP 5: Save and Test

    1. Save your flow.

    2. Send a test email to your inbox in the expected format.

    3. Wait a few seconds.

    4. Check your Excel file — it should now have a new row with the extracted data!

     

    If I have answered your question, please mark it as the preferred solution ✅ . If you like my response, please give it a Thumbs Up 👍.
    Regards,
    Riyaz

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