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Send email when Excel worksheet rows are updated

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Posted on by GeorgOrwell

Good day,

I'm building a simple ARI/Past due report tool in SharePoint which aims to track things like due dates, customer name and user notes. I want to create a flow which automatically sends out an email if an ARI/Past due item was open/closed.

For example:

Item#	Open/Close	Due Date	Amount	Notes
1	Open	01/01/2022	15	Sent reminder
2	Closed	01/02/2022	25	Invoice paid
3	Open	04/05/2022	36	Pending
4
5

I've toyed with Power Automate but the issue is it will trigger notifications when any cell on the worksheet is updated.

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Building flows

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schwibach 2 Moderator on at

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Well,... it does what it's supposed to. When there is a change, it fires.
I'd really recommend using SharePoint as a data source or triggering the flow manually from Excel Online

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schwibach 2 Moderator on at

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or..... you could have the flow delay by 5 minutes and then get that row. That will give you time to make all the updates.

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GeorgOrwell 7 on at

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Could you please explain how can I use SharePoint as my data source. Doe you mean to use Lists instead of excel?

Adding a delay is a great a idea, thank you!

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schwibach 2 Moderator on at

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Yes... I would recommend using SharePoint lists instead of Excel. For automation it is a lot more robust and you can change one record completely and won't run into the problem, you're currently dealing with.

In a Team (or another SharePoint site) you'll have to add new list and create the columns that you need. Stick to text and integer/number columns (and the date column that you need) for the beginning. They are easier to use than the other ones.

There are some really good videos on youtube to use SharePoint as a data source for PowerAutomate.

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