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Power Automate - Building Flows
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How to send email digest of all pending tasks per bucket twice a week

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Hi! I am new to Flows and would like to know how I can use flow to send an email digest containg a summary of all pending tasks of all users per bucket in Planner.  I have searched available templates and found the ff:

  • Send daily email summary of tasks in planner (regardless if completed or not)
  • Send email digest of pending tasks per user (can be scheduled)

 

What I would essentially want to do is combine both: send a scheduled digest (twice a week) containing only the pending tasks per bucket.  Each team is assigned their own bucket and I would like my flow to check each bucket, list all the pending tasks, note who these tasks are assigned to & the due date and send this as an email to an email address that I will define.

 

Thank you very much!

  • v-yamao-msft Profile Picture
    on at
    Re: How to send email digest of all pending tasks per bucket twice a week

    Hi @Anonymous ,

     

    You need to add the Filter array action directly after the Append to string variable, then modify the following actions to select value from Filter array instead of List tasks.

     

    I have tested with the following configuration, which is working properly.

     

    Further, you also need to add another action Get user profile to return email address.

    1.PNG

     

     

    Best regards,

    Mabel  

     

  • Community Power Platform Member Profile Picture
    on at
    Re: How to send email digest of all pending tasks per bucket twice a week

    @v-yamao-msft wrote:

    Hi @Anonymous ,

     

    I assume that the following template “Create a daily summary of Planner Tasks by Bucket” could be a reference:

    https://asia.flow.microsoft.com/en-us/galleries/public/templates/df5797658f954281b54bad8bf9cc8246/create-a-daily-summary-of-planner-tasks-by-bucket/

     

    Further, if you want to contain only pending tasks, you need to add a Filter array action to filter out tasks that are not completed.

     

    Please take a try with it on your side.

     

    Best regards,

    Mabel          

     


    Hi @v-yamao-msft,

     

    Thank you for your suggestion.  I have tried using that template as reference but pretty bummed on where to put my filter to exclude those tasks with 100% completion


    flow.PNG

     

    I am pretty sure I should put it before I append my array variables but I'm not sure exactly where?

     

    I am also having difficulties finding the values where tasks are assigned to in Planner.  All I can see is the Assigned To User Id which just returns encrypted data when I run my flow 😞

     

    flow2.PNG

     

    Hope someone can enlighten this Flow newbie.  Thanks!

  • v-yamao-msft Profile Picture
    on at
    Re: How to send email digest of all pending tasks per bucket twice a week

    Hi @Anonymous ,

     

    I assume that the following template “Create a daily summary of Planner Tasks by Bucket” could be a reference:

    https://asia.flow.microsoft.com/en-us/galleries/public/templates/df5797658f954281b54bad8bf9cc8246/create-a-daily-summary-of-planner-tasks-by-bucket/

     

    Further, if you want to contain only pending tasks, you need to add a Filter array action to filter out tasks that are not completed.

     

    Please take a try with it on your side.

     

    Best regards,

    Mabel          

     

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