Hi everyone,
I have an Excel file that tracks employees’ probationary periods, which involve two key checkpoints: a first evaluation at 420 hours and a second evaluation at 840 hours worked.
My goal is:
- Identify employees whose 420h or 840h evaluation date falls on the current day.
- Send an automated email reminder—one email per employee—that includes a brief summary (name, ID, hire date, manager, etc.).
- Update the Excel file to mark that the notification has been sent, so we don’t re-send future reminders for the same milestone.
I’ve already set up a Power Automate flow that:
- Reads the Excel file and filters rows where the 420h or 840h evaluation date equals today’s date.
- Loops through each filtered record to build a small HTML table containing just that employee’s data.
- Sends an email reminder.
- Updates a “NOTIF ENVOYÉE” (Notification Sent) column in Excel to avoid duplicates.
The expected outcome is to receive one email per employee at their 420h or 840h milestone, without listing other employees in the same message. This helps us streamline and track probation completion more effectively.
Do you have any suggestions or best practices on how to make this flow more robust or easier to maintain? Thanks in advance for your input!
Snapshot email received :
As you can notice, the HTML output include Chewbacca, because the today date is displayed in another column, the 840 hours milestone.
Snapshot of the HTML table output :
Snapshot of the entire flow :
