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Automate an email in a due time based on a field in sharepoint list or powerbi for a users whose email in the list

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Posted on by MSDigitalUser

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Hello everyone,

I have a sharepoint with 3 columns, I want if the status is NO and the due date is 1 week to send an email to a person whose email in a column. what would be the best method to do this?

Thanks,

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Nived_Nambiar 18,138 Super User 2026 Season 1 on at

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Hi @MSDigitalUser

One question, once the condition is satisfied, are you making any changes to sharepoint list with respect to value in columns Status and Due Date ?
MSDigitalUser 138 on at

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Hi @Nived_Nambiar ,

The data is refreshed on daily basis, so I will exclude sharepoint list and use either excel or powerbi.

I want to make recurrence every 1 day
if (And) 1. Status = Pending 2. Date = Today's Date (utcnow)
to send an email for an email in column "Owner Email" => Please submit your request

And for your respectful question, no changes or update will be done to the data

I have already created the 1st condition in powerbi (if status = Done), just need to make the recurrence and and condition if column "Date" equals today

hopefully I was able to make it clear
Nived_Nambiar 18,138 Super User 2026 Season 1 on at

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Ok

For your scenario , you can use trigger based as well using trigger when item is created or when item is modified

Or as you said you can use recurrance flow as well like below

see the below sharepoint list as an example

flow design would be like below

Hope this helps !
MSDigitalUser 138 on at

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Hi @Nived_Nambiar ,

I have made it as below, but it is not working, any idea?

I also tried
formatDateTime(utcNow('dd-MM-yyyy')) but it is not working

the column I am validating is:
Date = 'Event'[Start_Date_BI__c]-7
Nived_Nambiar 18,138 Super User 2026 Season 1 on at

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The highlighted expression is wrong

it should be like this

formatDateTime(utcnow(),'yyyy-MM-dd')

Also i hope the condition you are trying to compare the data extracted should be one week before the the given date , am i right ?
MSDigitalUser 138 on at

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Hi @Nived_Nambiar
I created a column on powerbi with the condition as (my date -7) to compare it to utcnow (am not sure if this should work)
Additionally, I was not able to create scheduled flow, I have read and found it should be via the button, is that correct?
Thanks,
Nived_Nambiar 18,138 Super User 2026 Season 1 on at

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Hi @MSDigitalUser

Sorry i was bit busy for whole week, could not respond back

Regarding your query , you can create scheduled flow via power automate itself using below option while creating flow

Hope this helps !
MSDigitalUser 138 on at

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Hi @Nived_Nambiar

Thanks for your reply, but I need to link this scheduled flow with a flow created on PowerBI (an email will be sent based on conditions) and eliminate the step of "Button Triggering in PowerBI"
Nived_Nambiar 18,138 Super User 2026 Season 1 on at

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Hi @MSDigitalUser

I think you have created flow based on manual trigger , which triggers when a button is pressed in power bi [ an instant cloud flow]

So to convert your current flow which runs on button trigger to scheduled flow, could you please remove the trigger button and replace with recurrance trigger which is shown below

I hope by this approach, it will help easily to convert manually triggered flow to scheduled flow.

Hope it helps !
MSDigitalUser 138 on at

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Hi @Nived_Nambiar ,

as shown in the below screenshot, am not able to add recurrence, nor delete the powerBI button (because there is no other trigger)

Thanks,