Power Platform Community Forum Thread Details

Updating planner task notes or comments section with content from a cell in excel

Hi All,

New Power Automate user here. I have been tasked by my manager to try and find a solution to a clunky workflow my team currently has using Power Automate. There is tons of content online, but I have not found anything quite similar to what I am trying to do so I wanted to check and see if what I want to do is even possible with Power Automate. I will explain our current process, and then the piece I would like to use Power Automate for:

Context: we are a data science team and one of our models uses large files of "search terms" and "context terms" for NLP. We maintain excel files with lists of up to hundreds of search terms in column A, context terms in column B, and exception terms in column C.

Problem: We frequently update these context terms and exception terms based on client feedback and note changes to the terms in column D for each search term listed. We then copy and paste these notes into the notes section of a card in smartsheets for adequate tracking and project management.

Solution: I have created a Microsoft planner sheet in lieu of the current Smartsheet. (also considering Microsoft project if needed). I would like to be able to build a flow where I can automatically have the comments written in Column D of the excel sheet updated in the notes or comments section of the planner card/task. There is one planner card/task per excel file, with each excel file containing up to 100's of rows of search terms and thus potentially many rows of notes in column D that I currently have to copy and paste. The planner tasks will be already established, so I don't want to create a new task from excel data, just update an already existing one.

Will continue to research and learn about power automate but would appreciate a point in the right direction!....or to know if this is possible or not!

Quick Links

Leaderboard > Power Automate