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Hello!
I am new to the Power Automate platform. I am trying to accomplish the following task and looking for advice:
I want to create a flow that sends an email out with a form on a monthly basis. The flow will get the emails from a master spreadsheet that has a list of projects and the associated project manager email for each project. Once a month, the flow will send one form to each project manager with all the projects they are managing. I want the form to contain one line for each project that includes all the months up until that project's end date, and allows them to input a number for each month. If they've already inputted this data previously, I want it to show the data by month they had entered before, and allow them to change it.
For example:
Project A | March | April | May | June | July |
| x | x | x | x | x |
Project B | March | April |
| x | x |
They will be able to update/change values or confirm for each project that the values are still accurate.
Their changes will automatically populate the master spreadsheet.
If there are no changes or confirmation by x days after receiving flow form, they will receive a reminder as part of the flow.
I haven't used the platform before, so I appreciate any help/pointers! Thank you.
#1
Michael E. Gernaey
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David_MA
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stampcoin
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