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First off, I would like to thank anyone who takes the time to think about this problem and help me with sourcing a solution! THANK YOU!
I am looking for the best way to automate emailing. Here's the problem: Currently, I have a list of people in an Excel spreadsheet (willing to convert to something else that helps with this problem) that has dates in it with a variety of things that expire - certifications, driver's licenses, auto insurances, etc... and very few, if any dates, match. Is there any way that I can automate emails to go out 60 days before the expiration of any of these things to the person whose paperwork is expiring, then if you haven't gotten it updated with new paperwork - send another email 30 days out and then once a week and daily for the last 7 days until the paperwork is provided? Is there also a way to have it email me 7 days out, so that person is on my radar? The template I found on Power Automate seem to need a specific trigger date and it would need to be kicked off manually. I am looking for something that would automatically run (including weekends) without anyone having to do anything.
Thank you again!!!
Wow! That is so very generous of you to even offer! THANK YOU SO MUCH! I will visit the link that you attached later today when I have time to sit down with it. Thank you again so very, very much! I have a feeling that after I learn how to do this that it may help in many other areas of our team as well!
Hello @MOW ,
I could put the flow together for you, but that wouldnt help you that much if you want to learn the platform. But let me know if you want this and ill try to make a small template for you to look at.
Microsoft has some great resources for new people to get into the platform:
https://docs.microsoft.com/en-us/learn/modules/get-started-flows/
Thank you for replying! I will be honest enough to say that I don't understand ANYTHING about this program. I posted this question in 2 different MS forums and was told that this was a perfect question for this forum. I was looking through the templates on Power Automate but have never actually ever built a flow (much less modify a template for it). Is there a training or overview that I can study in order to learn how to create this? I have watched a couple of things online, but it doesn't seem to specify a problem like this one. I work at a small non-profit and am trying to pick my way through this as there is no IT on staff. Thanks for your insight!
Hello @MOW ,
Switch the trigger to run once per day and make it check the list for items to notify people about based on the criteria you specified.
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