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Good Morning. I am new to power automate, and I was hoping someone could help me build a flow that automatically emails invoices as an attachment to the appropriate client email address based on the title of the invoice.
All monthly invoices are saved under Documents > Invoice > Year > Month. They are titled “[Month] Invoice – [Client Name]”. I also have an excel spreadsheet that has the client name listed in column A and the email address to send invoice to in column B.
Is it possible to create a flow that identifies the client name on the invoice title, matches the title to the spreadsheet email, and then sends an email to the appropriate address with the invoice attached? Or is there an easier way to do that?
Thanks!
Hi @Pbayer14 ,
I made a template for your reference:
Here is document:
Here is excel:
Here is flow:
Triggered when you have a new file added
[Filter array] Compare whether the file name contains the user name
If yes, the length of [Filter array] is greater than 0
Here is result:
Best Regards
Cheng Feng
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