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Power Automate - Building Flows
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Send emails based on date

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Hi guys

 

I’m looking to set up a flow that will send an email to a person 5 days before their start date, then their password on their start date.

 

All of the info will be stored in Excel, is there an easy way of having this on a flow so it will only send for the following weeks New Starters?

 

for example, emailing people who are going to start on the 5th Feb tomorrow. Then emailing people who start on the 12Feb on the 7th Feb? All contained within a single sheet.

 

thanks

  • Tjan Profile Picture
    1,087 Super User 2025 Season 1 on at
    Re: Send emails based on date

    Hi @BobbyyMannn  Yes this is possible! I sketch out the solution (a Power Automate Cloud flow) roughly for u:

    1. Recurrence trigger. For instance: check every day.
    2. List Rows in Excel: this one will list all the rows you have.
    3. For Each: this will loop through all the rows that you listed in step 2.
    4. Condition in the for each that checks the current date and the date that's in your sheet: this one checks whether a certain date is met. You can play around here by for instance checking whether a date is 5 days in the future relative to today.
    5. Send email with outlook: this one will we located in the TRUE path of your condition.

    Hope this helps!

  • creativeopinion Profile Picture
    10,450 Super User 2025 Season 1 on at
    Re: Send emails based on date

    @BobbyyMannn 

    You might find my tutorial helpful: Send Emails Based on a 📆 Date Column in SharePoint with Microsoft Power Automate


    Although this tutorial covers how to create this flow using a SharePoint list—the concept is the same when using data from an Excel table. Instead of a Get Items action, use the List Rows present in a table action. When working with dates and times in Excel ensure you are selecting ISO 8601 as the DateTime format.

    creativeopinion_0-1706629850267.png

     

     

    Stop forgetting important dates 📆! In this Microsoft Power Automate tutorial, I’ll show you how to build a flow that will send a Happy Birthday email to a user based on a date column in a SharePoint list. The SharePoint list also contains a column with a Manager’s name which we’ll use to send a three-day and day of reminder to the user’s manager.

     

    This automation will use the Filter Array action to filter out all SharePoint list items where the user’s birthday is today or in three days. This flow can apply to a variety of scenarios such as:

    📅 Student Birthdays

    📅 Project Due Dates

    📅 Contract/Membership Renewals

    📅 License Expirations

    📅 Client Anniversaries

     

    ---

    IN THIS VIDEO:

     How to Send an Email based on a Date Column in SharePoint

     Using the Recurrence Trigger in Power Automate

    How to Use the Filter Array Action with multiple conditions

     How to Get Dynamic Content from a Filter Array Action

    How to Get a Date Three Days from Today

     How to Create a Dynamic Date Based on utcNow()

     How to Return a Count of Items

     How to initialize and set a variable

     How to use the Send an Email (V2) action

     How to send test emails

     

    Hope this helps!


    If I helped you solve your problem—please mark my post as a solution .
    Consider giving me a 👍 if you liked my response! If you're feeling generous— ️  Buy me a coffee: https://www.buymeacoffee.com/acreativeopinion

    👉Watch my tutorials on YouTube
    👉Tips and Tricks on TikTok

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