Power Platform Community Forum Thread Details

I want to build a flow that occurs monthly checking for a specific date in sharepoint (possibly 01/01/9999 as a place holder until we get a real date) and if it finds that date, I want it to send an email out to the person who would know that date. What is the best way to do this.

Categories:

Building flows

Can you clarify what you mean by:

I want it to send an email out to the person who would know that date

If you want to build a flow that searches for items in a SharePoint list where the date in one of your columns matches a specific date and send an email to a person who is assigned via the Person Column in your list with the all items that have been assigned to them, you may be interested in the YT Tutorials linked below.

How to Send a SINGLE EMAIL ✉️ with multiple SharePoint list items

Building a Power Automate flow that will send an email with multiple SharePoint items can be a bit complex. In this video tutorial I’ll cover how to build a flow that will send a single email to each user with tasks that have been assigned to them. The logic in this flow can be applied to many different scenarios.
First, I’ll show you how to use a Filter Query to return items from your SharePoint list that meet your criteria. Then I’ll show you how to return a list of unique email addresses so that each user receives a single email. Lastly I’ll show you how to compose an email that will contain an HTML table with a list of tasks for each user.

IN THIS VIDEO:
✅ How to send multiple list items in a single email with a Power Automate Flow
✅ How to create a dynamic date range
✅ How to use the Convert Time Zone action
✅ How to use a Filter Query in the Get Items action
✅ How to count number of items in an array
✅ How to use the Select action to extract a users display name and email address
✅ How to create a unique list of email addresses
✅ How to use the Create HTML Table action
✅ How to customize the HTML Table with CSS styles
✅ How to use the Send an email (V2) action
✅ How to use the Append to String Variable action
✅ How to create a custom list of items for an email
✅ How to use the Send an email (V2) action
✅ How to display singular or plural text based on the number of items returned

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Send Emails Based on a 📆 Date Column in SharePoint with Microsoft Power Automate

In this Microsoft Power Automate tutorial, I’ll show you how to build a flow that will send a Happy Birthday email to a user based on a date column in a SharePoint list. The SharePoint list also contains a column with a Manager’s name which we’ll use to send a three-day and day of reminder to the user’s manager.
This automation will use the Filter Array action to filter out all SharePoint list items where the user’s birthday is today or in three days. This flow can apply to a variety of scenarios such as:

📅 Student Birthdays
📅 Project Due Dates
📅 Contract/Membership Renewals
📅 License Expirations
📅 Client Anniversaries

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IN THIS VIDEO:

✅ How to Send an Email based on a Date Column in SharePoint
✅ Using the Recurrence Trigger in Power Automate
✅How to Use the Filter Array Action with multiple conditions
✅ How to Get Dynamic Content from a Filter Array Action
✅How to Get a Date Three Days from Today
✅ How to Create a Dynamic Date Based on utcNow()
✅ How to Return a Count of Items
✅ How to initialize and set a variable
✅ How to use the Send an Email (V2) action
✅ How to send test emails

Hope this helps!

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