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Download Account Summary Report

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Hi,

 

I am looking to explore Power Automate, I am trying to download Account Summary Report in PDF and create an email activity for that account and attaching downloaded PDF with email. I have to this all using Power Automate Flows. Is there any activity available in flows or connector I can use to do this.

 

Thanks

Prince

  • v-litu-msft Profile Picture
    v-litu-msft on at
    Re: Download Account Summary Report

    Hi @sidanaprince,

     

    Has your problem been solved?
    If your problem has been solved, You could go ahead and mark the post as solved by clicking “Accept as Solution” so that this thread will be marked for other users to easily identify!

    Best Regards,
    Community Support Team _ Lin Tu

  • RobElliott Profile Picture
    RobElliott 9,995 on at
    Re: Download Account Summary Report

    Hi @sidanaprince, you've not said where the document is stored, but let's assume you've uploaded it to your document library in SharePoint. We don't need to download it again:

    0-SP-List.png

     

    That triggers a simple flow:

    1-Flow.png

     And the final action in the flow above sends the email with the document as an attachment:

    2-Email.png

    There's lots more you could do, for example adding conditions and other actions. Come back with any questions.

    Rob
    Los Gallardos
    If I've answered your question or solved your problem, please mark this question as answered. This helps others who have the same question find a solution quickly via the forum search. If you liked my response, please consider giving it a thumbs up. Thanks.

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