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Power Platform Community / Forums / Power Automate / Automating Email Remin...
Power Automate
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Automating Email Reminders from Excel Table Based on Dates

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Hi everyone,

I’m new to Power Automate and hoping someone can help me with an issue I’m facing.

I’ve created an Excel table that has five columns:

      1.    Due Date (Column A)
      2.    Reminder Date (Column B)
      3.    Task Description (Column C)
      4.    Manager’s Name (Column D)
      5.    Manager’s Email Address (Column E)

The table contains 53 rows, and what I need to do is send email reminders to the managers (from Column E) on the reminder date (from Column B). Doing this manually is really time-consuming, so I’m wondering if there’s a way to automate this using Power Automate.

Is it possible to set up a flow that checks Column B for the reminder date and then sends an email to the corresponding manager on that date? If so, I would really appreciate any guidance on how to achieve this.
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  • Suggested answer
    Michael E. Gernaey Profile Picture
    53,335 Super User 2025 Season 2 on at
    Hi,
     
    Do this
     
    1. Setup a new Scheduled Flow (this makes it reoccuring
    -Configure it to run every day , whatever time you like
     
    2. Use the List Rows in a Table (Excel Action)
    for the filter the Reminder Date. Now I dont know if its a DateTime or a Date only field so it gets a little funky
    because you have to make sure that both formats are the same
     
    so in the filter it would be like
     
    DateFieldName and if any spaces use [ ] around it
    eq
    Today()
     
    Now, the issue is that will give the date and time so you might have to use the FormatDateTime function to make it just a date. There's lots of explanations on how to do that so just google Format Date in Power Automate
     
    3: Use a Select Statement to get all the Manager Emails out, it will be a list with duplicates
    You can name the column whatever you want in the map,  but in the value side, you need to use the expression item() and then add the field name like
    item()['ManagerEmail'] for instance. And again thats the expression item NOT the string.
     
    4: You will use a Compose, to union expression the result to itself like this
    union(body('Select'), body('Select'));
     
    5. Add an Apply to Each
    with the input being the Output from #4 it will be a Dynamic property from the Componse (it will be outputs('Compose');
    this loop will give us a Managers Email each time it loops
     
    6. inside the Apply to each, we will 
    a) use a Filter Action to filter out the rows from #2 step, with the managers Email
    So the output of the Filter is ALL the rows for that manager
     
    b) use the Select action. This time to grab any columns you want to send to the manager
    c) use the Create HTML Action, to take the output from b) and it will create a nice formatted table
    d) Add an Email Action
    for the To: use item() (the expression item()) which will give back the email address
    for the Subject, put whatevet you want
    for the body, say Hello, Manager Name
     
    then use the output from the Create HTML Table (it will say body in the dynamic properties)
     
    And bingo you have a flow that unique sends individual managers emails for the list of tasks to remind them.
     
    Just follow it word for word, if you get stuck come back, if do a little research too
     
    Trust me, this is the answer you need to do what you want.
     
    Please mark it as the answer if it helps you
     
     
     

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