Power Platform Community Forum Thread Details

Hello,

I would like to send a monthly recap of my planner to my sales team.

I based my flow on a template (Create a daily summary of Planner Tasks by Bucket), which almost works but I would like the sales representative to receive only the tasks assigned to them.

Is there a way to do this ?

I also thought about making meetings on Outlook for every tasks, invite the concerned sales representative, and send monthly reminders that way, but I didn't manage to make it.

Which way looks the easiest to you ?

Thank you for your help,

Best Regards

Categories:

Building flows