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Automate email sending from excel file

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Posted on 3 Oct 2024 08:55:41 by 6
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
 
 
  • Suggested answer
    SaiRT14 Profile Picture
    SaiRT14 1,559 on 20 Oct 2024 at 15:39:34
    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 Profile Picture
    AlexEncodian 4,265 on 09 Oct 2024 at 21:44:28
    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 Profile Picture
    RL-03100847-0 6 on 07 Oct 2024 at 08:28:50
    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.
     
     
  • Verified answer
    AlexEncodian Profile Picture
    AlexEncodian 4,265 on 05 Oct 2024 at 01:23:34
    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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