Skip to main content

Notifications

Power Automate - Building Flows
Unanswered

Building an Excel Workflow for our Company

Posted on 4 Dec 2024 20:35:44 by
Hello! 
 
I will post our use case below and am curious if any of you power automate gurus can suggest what flow to add!
 
1. We have multiple clients onboarding from different companies that are switching from a software to us. We need to extract their data and bring it over into our system. For that to happen, the files need to be formatted in OUR excel templates.
2. We have folders for the clients/companies and then subfolders for the files needed, where in each of those files there is an excel template to be used.
3. The client then uploads the file into that folder, and if not in the correct format, it is sent back to us to reformat it.
4. What I would like: If the client uploads a file in a format that is not the template, for sharepoint to alerts us/the client and it be flagged as incorrect. 
 
Additionally, I would love if the flow could flow directly to another team IF the template IS correct in said file. Right now we are doing a lot of manual passing back and forth.
 
I sincerely appreciate any help!! 

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November 2024 Newsletter…

November 2024 Community Newsletter…

Community Update Oct 28…

Power Platform Community Update…

Tuesday Tip #7 Community Profile Tips…

Welcome to a brand new series, Tuesday Tips…

Leaderboard

#1
WarrenBelz Profile Picture

WarrenBelz 143,372

#2
RandyHayes Profile Picture

RandyHayes 76,308

#3
Pstork1 Profile Picture

Pstork1 63,900

Leaderboard