Hello,
I have a excel list of jobs per client. I want to create a workflow that groups the data by client (branch), creates a table of the information and then sends 1 email with a tabled summary of their jobs within the email.
I also considered splitting the data into separate excel sheets and creating a workflow to send each client an email with their jobs in an attached spreadsheet.
I've managed to get it to a point where the data is grouped and sends an email, but it sends multiple emails to the client based on how many jobs they have e.g. Client A has 4 jobs, so it sends 4 emails etc.
Also open to any other solutions where I could achieve something similar.
I'm super new to power automate and would appreciate any advice!
