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Power Platform Community / Forums / Power Automate / Automate sending files...
Power Automate
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Automate sending files in the folder to a certain email at the end of month

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Posted on by 58

Hi everyone,

I need your help to automate a repetitive task. During the month, I collect meal receipts (just by taking photos) and then email them to the accounting department for reimbursement. So basically, I have a folder in SharePoint. In this folder, I have one Excel file that I fill throughout the month, and I have photos of my meal receipts. Employees have to email photos and the filled xlsx file to a certain email address(e.g.,accounting@mailcom) on the last working day of the month at 17:00 CET. For instance, I sent them today (31.10.2023), and in November, I will send them on 30.11.2023.

Can someone help me with this workflow? Files in a certain folder should be sent automatically to a certain email address on the last working day of month at 17:00.

 

It would be nice if, after the files have been sent, photos were automatically removed(sent to the recycle bin), but not the xlsx file, as I am filling the same Excel file month after month.

 

I found these two flows. They basically do what I want but since I am a newbie I don’t know how to combine these two flows.

this one helps to identify the last working day
https://powerusers.microsoft.com/t5/Power-Automate-Cookbook/Send-an-e-mail-notification-the-last-working-day-of-the-month/td-p/787942

and this one to send all files: https://learn.microsoft.com/en-us/microsoft-365/community/power-automate-send-sharepoint-files-as-attachments

The subject of an email can be: 'Meal receipts' and body:

Dear team,

I have attached meal receipts. 

Thank you


Thank you in advance

@SudeepGhatakNZ 

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  • CU22080723-2 Profile Picture
    58 on at

    I forgot to mention. The subject of an email can be: 'Meal receipts' and body:

    Dear team,

    I have attached meal receipts. 

    Thank you

  • CU22080723-2 Profile Picture
    58 on at

    cannot edit neither post nor comment...
    on the last working day of the month at 17:00 CET

  • CU22080723-2 Profile Picture
    58 on at

    .

  • CU22080723-2 Profile Picture
    58 on at

    @Rhiassuring 

    @v-wenjuan-msft 

    @v-dezhili-msft 

     

    Hi guys. Any chance to get your help?

  • SudeepGhatakNZ Profile Picture
    14,394 Most Valuable Professional on at

    @BenWade ,

    Do you have a single folder where all the photos are kept?

    Is there a reason you are sticking to excel as opposed to a SharePoint list?

    Can the users not add an item in the list and attach the meal receipts to it?

    The Power Automate will be much easier then.

     

     

  • CU22080723-2 Profile Picture
    58 on at

    1) it is up to me to have a single folder only for photos or not. I don’t have a single folder only for photos because it doesn’t make sense. I have 1 folder.  Throughout the month, I take photos of receipts, put them into this folder and fill the xlsx file which is also in this folder. So basically the content of this folder(1xlsx file and around 20 photos) should be sent automatically on the last working day of the month. This is the goal.
    2. Excel file is what employees have to fill. I can’t use the SP list instead of it.


    PS

    I mentoikend in my post these two links. Maybe they can be useful. 

    this one helps to identify the last working day
    https://powerusers.microsoft.com/t5/Power-Automate-Cookbook/Send-an-e-mail-notification-the-last-wor...

    and this one to send all files at once:

    https://learn.microsoft.com/en-us/microsoft-365/community/power-automate-send-sharepoint-files-as-attachments

     

  • SudeepGhatakNZ Profile Picture
    14,394 Most Valuable Professional on at

    Sure, I'll send you a sample flow. Give me a day

     

  • Verified answer
    SudeepGhatakNZ Profile Picture
    14,394 Most Valuable Professional on at

    SudeepGhatakNZ_3-1699034731543.png

     

     

    SudeepGhatakNZ_1-1699034427612.png

    SudeepGhatakNZ_2-1699034536976.png

     

  • CU22080723-2 Profile Picture
    58 on at

    Dear Sudeep, 

    Thank you for your help 🙏🙏🙏.

    could you please adjust the flow for OneDrive business  folder. I messed up, the folder is on my OneDrive, not on SharePoint Site🤦‍♂️🤦‍♂️

  • CU22080723-2 Profile Picture
    58 on at


    I am trying to adjust it on my own but my flow fails due to this issue:

    formatDateTime(utcNow(),'yyyy-MM-dd')
    formatDateTime(variables('Last Day of the Month'),'yyyy-MM-dd')

    BenWade_0-1699206518159.png

    here is my flow:

    BenWade_1-1699206702980.png

     

    @SudeepGhatakNZ  Other parts is like yours. Do not know what to do now.

     




    @SudeepGhatakNZ If I may ask. you shortened the flow (last working day of the month) from the link on my post:

     

    Are you sure that your expression achieves the same result?
    this one:

    BenWade_1-1699211378930.png

    Do you want to say that the guy that did the flow overcomplicated it?

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