Using Power automate to create an flow between excel and outlook

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Posted on by kokuma923

Hi Everyone,

I would like to know whether there is any template or guidance as to what i can do here.

So i have a excel list name "Customer List" which contains simple information on each column by customer's company name, contact name, email address. Then i also have other excel files which pertain to invoices belong to each customer. Our current manual process is we lookup this Customer List to find who we should send the invoice to, then open an outlook email, enter the email address along with subject line and email context, then finally attach the invoice copy and sent it out.. But if the invoice has about 100 per day.. that is alot of manual work.

Im hoping i can use this PowerAutomate tools to help accomplish some of these automation where i would be able to just maintain that "Customer List", then upload all those invoices on to the sharepoint. Then run this flow.

Does anyone here can let me know whether this can be done?

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PowerAppsWizard 388 on at

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Hi @kokuma923
Yes that should all be possible.
You need to make sure the excel file hold the data in an table.
You can use the action excel get rows from a table to get the customer and invoice and another get files action for the actual invoices. Then use an apply to each to loop through the invoices and lookup the customer email addresses and use a send email action to send the email and attaching the respective invoice to the customer.
That is a rough guide. There will be some details to be considered too. E.g. filtering the right invoices, tec.

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kokuma923 3 on at

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Hi @PowerAppsWizard - Greatly appreciated. The excel file to hold the data in table. Got it. This i can do.
Would there be a training platform talk about this action excel processes? Im assuming your referring to this template? "Get a row from Excel (Business) and send an email".

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NWEASD 174 on at

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You can do this by using the "List rows present in a table" task on the invoice table. I would filter it based on paid/unpaid most likely if you are only looking to send unpaid invoices. Then do an apply to each with the "get a row" command where the customer of the invoice is the key field to match. That should get you all the invoices that the company owns.

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