Hi everyone,
I'll preface this with that I am new to Power Automate, but the functions I'm working on are things I understand the logic of from doing similar jobs in Google Tag Manager.
I'm pulling from that experience and doing what I can to piece together how to make this work with PA.
I'm working on an automation flow that will do a couple of things for me.
The goals of this are to:
1. Automatically send emails out to leads with project proposals I have prepared for said leads.
2. Send follow up emails X days out from the day of the initial proposal send.
There's a bit more nuance to it from a marketing sequence side, but functionally that's it.
Right now, I'm only focused on the first of those two goals. Within the first goal, I'm currently only concerned with extracting the information from the word document in question.
Using it to populate emails is easy enough.
The following is what I've done so far to provide context to my two questions which are at the very end.
The steps I've built so far to accomplish that first goal include:
1. Trigger: When a file is created or modified (properties only) SharePoint
2. Action: Get File Content SharePoint
--------Site Address: XXXXX - looking at the site the folder being monitored by the trigger is located.
--------File Identifier: triggerBody()?['{Identifier}']
3. Action: Create File OneDrive
--------This creates a document in my work computers Temporary Files folder, in my documents folder.
--------File Name: triggerBody()?['{Name}']
--------File Content: body('Get_file_content')
I'm building this out with the trigger monitoring a SharePoint folder I created just for testing this.
Whenever I paste a new file into it, the flow begins. ( this works)
Then, the "get file content" action works off of the "Identifier" found in the initial trigger (this works)
Third, I have a temporary holding folder on my work laptop where power automate creates a file, and populates it's name with that of the original file which activated the trigger.
The same is done with the body content / text (these are word documents) (this works)
Currently I'm able to recreate files on my work computer which were pasted into the target folder which begins the sequence.
Next, I need to find a way to extract the text so it can be parsed through and specific, designated values can be extracted. Those values are the leads' name, business name, and email address. It won't happen fast, but I should be able to do this with some tutorials.
However, I want to avoid having to go to OneDrive. The reason I've done it this way is because I've read that there's no way to extract text from a specific part of a word document in SharePoint the way there is in OneDrive. It should be possible for me to get this working, but after testing the trigger and first two actions I have already built several times today, it only works so long as my work laptop is turned on, and logged in, as the OneDrive is connected to my laptop. If someone else is preparing a client proposal and pastes it into the trigger folder - nothing happens without my laptop being turned on, and my account being logged in on said laptop.
I have two questions based on what I have in front of me at the moment.
1. Is there a way pull specific information out of a word doc in SharePoint to be used in the same way that I have read can be done through OneDrive?
2. If option 1 using SharePoint is not possible - is there a way to separate the steps involving OneDrive from requiring any single specific computer to be turned on at all times?
Thank you!
