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Power Platform Community / Forums / Power Automate / Automating an email fr...
Power Automate
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Automating an email from Excel

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Hi All - I see lots of posts on taking info from MS Forms and populating it to Excel, and this part I am able to do successfully.  My challenge is the next step of using the data in Excel.
The scenario is that we have sales people putting in a request for a discount via an MS Form (they populate the form with their email, customer name, discount requested and rationale behind the discount request).
 
This then populates into a central Excel file, with a notification email going to the requester (to acknowledge receipt) and to the approver (currently with a link to the Excel file).
 
From here on it goes manual.  We copy the email address of the requester from the Excel file, create a new email in Outlook, and tell them if their request has been approved or not.
I'd like to make this process a little more elegant by having an automated email created that pulls all the data from the request line in Excel and enables us to simply select "approved" or "rejected" with an additional box for the reason.
This email should also include the initial request so the originator can tie it back to their original request.
 
My initial thoughts were to create a VBA button that auto creates an email using the data in the currently focussed row.  I would value any suggestions on ways to make this work.
 
Thanks
Mark
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  • Verified answer
    stampcoin Profile Picture
    5,058 Super User 2025 Season 2 on at
    Since you mentioned that the excel  is a central excel, if located in a server or a local computer, try to use Power automate desktop.
    if in th cloud, use powerautomate could flow.
  • Suggested answer
    w.p Profile Picture
    8,339 Super User 2025 Season 2 on at

    Use Office Script—it supports Excel desktop/online, Power Automate, and can be linked to a button click.

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