Step-by-Step Flow Setup for One-Week Reminder:
#1.Create a Scheduled Flow
Trigger: Recurrence
Frequency: Daily
#2. Calculate the Target Date (7 days from today)
Add āAdd to timeā action:
- Base time: utcNow()
- Interval: 7 (for 7 days ahead)
- Time unit: Day
Add a Compose action to format the date:
Expression:
formatDateTime(outputs('Add_to_time'),'yyyy-MM-dd') //Update the action name as per your
This gives the date exactly 7 days from today in yyyy-MM-dd format.
#3. Get Excel Table Rows
Add āList rows present in a tableā action
Select your Excel file and Table
Apply OData filter query to only fetch items where:
In the actionās Advanced options, set the date format to ISO 8601. This ensures reliable date comparison in later steps.
Note: By default, this action returns a maximum of 256 rows.
- If you have more records, go to Settings -> Pagination and enable it.
- Set the maximum number of records to a number that fits your dataset.
#4. Filter Items by Review Date
Add Filter array action
Filter rows where ReviewDate equals the target date from the Compose action:
Expression example:
formatDateTime(item()?['ReviewDate'],'yyyy-MM-dd') //Update the 'ReviewDate' column name as per yours
equals the Compose output.
#5. Send Email Notification
Add Apply to each action on the filtered array
Inside the loop:
Add Send an email (V2) action
To: RecipientEmail
Customize Subject and Body as needed
Update Excel Item (Optional)
After sending the email, add Update a row action
Set ReminderSent = Yes so the email is not sent again
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