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Power Platform Community / Forums / Power Automate / Summary of an xlsx fil...
Power Automate
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Summary of an xlsx file based on specific criteria

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Hello Members!
 
I am seeking Power Automate AI functionalities that can assist me in automating the creation of a summary of an xlsx file based on specific criteria. I aim to train an AI to describe these Excel files and generate the output in the form of a .txt or PDF file.
 
Could anyone kindly guide me in the right direction?
 
Thank you in advance and have a nice day!
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  • Nived_Nambiar Profile Picture
    18,129 Super User 2025 Season 2 on at

    Hi @Luke544235t6 

     

    Thanks for interesting question 🙂

     

    Just developed a sample flow which provides you summary around the xlsx file and output you can write to a text file.

     

    For this you have to create a custom prompt which can summarize the documents text and then use the same prompt to power automate flow to summarize a document. The output depends on how you are providing prompt.

     

    Step 1-  let's create a custom prompt in AI Hub in Power automate 

     

    a. Go to AI Hub

    Nived_Nambiar_0-1710086982053.png

     

    b. select ai prompts

    Nived_Nambiar_1-1710087025553.png

     

    c. select summarize text prompt option

    Nived_Nambiar_2-1710087048746.png

     

    There are some system default prompts, but we can create a custom one for us. 

     

    So logic would be here is we will be passing a html table based out of the excel table in the prompt and ask to give a summary of html table - which in turn would be summary of excel table.

     

    I have created a prompt like below 

    Nived_Nambiar_3-1710087151618.png

     

    Here the text  dynamic content will the html table input which will be passing from flow. Note that you can customize the prompts based on your need.

     

    Now save the prompt and go back to creating a flow.

     

    Step 2- Create a flow which summarizes an excel document.

     

    This is excel table which is will be using for example- it is a sample payroll based data

    Nived_Nambiar_4-1710087289130.png

     

    a. Create a flow (i have created a manually trigger flow for my demo flow)

    Nived_Nambiar_5-1710087363709.png

     

    pass the create html table output to ai builder action after selecting required prompt.

    Nived_Nambiar_6-1710087419091.png

     

     

     

     

    Now to see output of the above action, i have used compose action to see the text generated from ai builder action.

    Nived_Nambiar_7-1710087461444.png

     

     

    See the run results below

    Nived_Nambiar_8-1710087520116.png

     

    Output text generated from prompt action.

    The provided HTML table contains information about employees, including their employee ID, employee name, per month salary in Indian Rupees, and whether they received their salary for March 2024.
    
    Here are the summarized findings from the table:
    
    - Employee ID: The table includes employee IDs such as 123, 456, 789, and 98.
    - Employee Name: The table lists employee names as ABC, DRF, EDF, VBN, and jkl.
    - Per month salary in Indian Rupees: The table shows the monthly salaries of employees, ranging from 7000 to 80000 Indian Rupees.
    - Salary Given for March 2024: The table indicates whether the employees received their salary for March 2024, with "Yes" or "No" as the values.
    
    Overall, the table provides information about different employees, their IDs, names, monthly salaries, and whether they received their salary for March 2024.

     

     

    May be in your case you have to modify the prompt inorder to get the correct result as intended.

     

    Hope this gives you an idea 🙂

    Thanks & Regards,

    Nived N 🚀

    LinkedIn: Nived N's LinkedIn
    YouTube: Nived N's YouTube Channel

    🔍 Found my answer helpful? Please consider marking it as the solution!
    Your appreciation keeps me motivated. Thank you! 🙌

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