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Scheduling A Reminder Email for Tasks Due

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Posted on by meaganleigh

Hoping someone can help me with what should be a really simple flow! I've watched many YouTube videos on this topic but still can't quite get the scheduled flow that I want to happen to work.

Currently I have an instant flow set up that, when I trigger it manually 7 days prior to the Due Date, will send one email to each Author with a table that lists out the topics that are required by the Due Date - works perfectly every time I trigger it but there must be an easy way to set this up so that I don't have to manually trigger the flow??

This is my excel spreadsheet:

And here is my Instant Flow that works perfectly when I trigger it:

Any assistance will be greatly appreciated where you can actually show me a scheduled flow that will email just one table to each author that shows them all their topics that are due in 7 days time.

Thanks

Meagan

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Building flows

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v-chengfen-msft Microsoft Employee on at

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Hi @meaganleigh ,
Please use [Recurrence] to trigger every morning at 8:00
【List rows present in a table】Use filter query to filter according to ReminderDate, if the date is the same as today's date, the result will be filtered out

In order to avoid the situation where [List rows present in a table] does not filter out the results, we need to use [Condition] to judge the length of the value
If the length is greater than 0, continue 【Select】

Best Regards
Cheng Feng

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meaganleigh 6 on at

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Thank you so much!
I set the flow up as you suggested and initially I was getting the following error message about the expression that you suggested to use as the [List rows present in a table] filter query:
So I changed the expression to
formatDateTime(convertFromUtc(utcNow(), 'New Zealand Standard Time'), 'yyyy-MM-dd') and the flow ran perfectly at the time I scheduled it for but I suspect that the expression I put in will just make the flow run every day.

Is there any other way that you know of, like a trigger perhaps in Recurrence that I could set to say run this flow if the date equals 13 January 2023?

Many thanks
Meagan

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v-chengfen-msft Microsoft Employee on at

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Hi @meaganleigh ,
Do you only want the flow to fire on a certain day?
Please try:
Here is a link about trigger condition for your reference:
Power Automate Trigger Conditions made EASY - Power Platform Community (microsoft.com)

Best Regards
Cheng Feng

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meaganleigh 6 on at

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Thanks Cheng
Yes you are correct, I'd only like the flow to fire on the Reminder Date.
I've just tried your suggestion but when I save the flow I get an error message - I just can't figure out how to set a trigger that says to only fire the flow if the Reminder Date on my excel worksheet matches todays date.
I'm starting to think I might just be best to create a manual flow, set an outlook reminder to myself on the date the reminders are to be emailed and simply run the flow on that date - it kind of defeats the purpose of power automate though doesn't it! hahaha

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v-chengfen-msft Microsoft Employee on at

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Hi @meaganleigh ,
It is recommended to perform a manual test again.

Best Regards
Cheng Feng

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