Automate email sending from excel file

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Posted on 3 Oct 2024 08:55:41 by RL-03100847-0

Hello all

Hoping for some help for a power automate novice. Not sure what I want is even possible.

I have a daily file generated and saved down on a shared folder (not a sharepoint). Once a week, I take a screenshot of a table from that file, and email to the same people.

The owner / creator of the file is reluctant to allow macros in the file.

Is it possible to generate a flow, which is triggered perhaps when the new daily file is generated, take the screenshot and generate & send the email? This will allow me to (a) not worry about doing this myself, and (b) ensure the table gets seen daily instead of weekly

Many thanks in advance

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Business Process Flows

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SaiRT14 1,961 Super User 2025 Season 1 on 20 Oct 2024 at 15:39:34

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Automate email sending from excel file

Try out the following and let me know if you need more details:

Monitor Folder for New File: Use Power Automate Desktop to monitor the shared folder (not SharePoint) for the creation of the new daily file.

Open the File: Automate opening the file using Power Automate Desktop to ensure the table is accessible for further actions.

Take a Screenshot: Use Power Automate Desktop's "Take Screenshot" action to capture the specific table or section from the file.

Save Screenshot: Save the screenshot to a location (e.g., shared folder or local drive).

Trigger Email: Set up an email action in Power Automate to attach the screenshot and send it to the designated recipients.

Trigger on File Creation: Configure the flow to be triggered when a new daily file is added to the shared folder (Power Automate Desktop can monitor the folder for new files).

Scheduled Weekly Flow (Optional): If needed, schedule a weekly run to ensure the table screenshot is taken and emailed at regular intervals.
AlexEncodian 4,409 Super User 2025 Season 1 on 09 Oct 2024 at 21:44:28

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Automate email sending from excel file

There are on-premise data gateways, reference: On-premises data gateway - Power Automate | Microsoft Learn. You'd have to explore whether its possible
RL-03100847-0 6 on 07 Oct 2024 at 08:28:50

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Automate email sending from excel file

unfortunately not...it is just auto generated into a shared drive. i don't know if / how power automate can access it.
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AlexEncodian 4,409 Super User 2025 Season 1 on 05 Oct 2024 at 01:23:34

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Automate email sending from excel file

Is the file saved in a place that Power Automate can access? You say not SharePoint, may be Onedrive? Or do you have a data gateway of its a fileshare?

Then you could build a flow to convert the Excel file to an image and add it to an email

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