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Send email with input from excel once a day

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Posted on by Community Power Pla... Microsoft Employee

All,

I'm new to Automate and need your help. I want to send an email once a day from Monday to Friday which contains input from an excel file which is saved in Teams. The Excel file is generated automatically by Forms and the relevant input is the new input which is added each day. (Background is that we track with forms the daily workload)

The format of the date generated by Forms is as follows: 22.01.2021 09:30:04

Unfortunately I don't have access to the mail function "office 365" but only to the standard mailing function (with V3 at the end of the name).

Any input on how to automate this highly appreciated!

Thanks in advance !

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Process mining

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manuelstgomes 6,625 on at

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Hi @Anonymous

So let's figure this out.

I've simplified the Flow as you described into something like:

1. Schedule

2. Fetch data from Excel

3. Send

In the picture below, you can see the 2 options to send the email. You can use either. The difference is that Outlook will send in your name, and the other will send from a system account. There are other differences, but I think they are not important now.

The only question is, how do you want to send the information?

1. Attach the Excel file?

2. Fetch the information and send it?

Do you already have a draft Flow that we can work with?

Cheers
Manuel

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Community Power Pla... Microsoft Employee on at

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Hi Manuel,

thanks for the quick answer. Unfortunately, I haven't built anything which is working, so the answer is no.

I would like to fetch the information of the relevant lines in excel (of the respective day).

Best,
Martin

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manuelstgomes 6,625 on at

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Hi @Anonymous

We can start with the Flow above and go from there. You need to pick the way you want to send the email and remove the other.

Can you please check if and let me know if you have any questions?

Cheers
Manuel

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Community Power Pla... Microsoft Employee on at

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Hi Manuel,

thanks for that. I created the flow and now would like to display in the mail only the entries of the respective day. As a reminder: In our case each day employees enter their current workload when they start working via Forms, the answer is saved in an Excel in Teams.

We only want to see the entries of the new day being Name, Date and Workload (Auslastung). How do I do this, also in respect of the strange date format automatically created by forms?

Here a screenshot from the list:

Thanks,
Martin

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manuelstgomes 6,625 on at

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Hi @Anonymous

You need then to do a filter on the data. You can do it in 2 ways:

1. You can use a "Filter array" and use a formula like this

lessOrEquals(formatDateTime(outputs('List_rows_present_in_a_table')?['Datum'], 'yyyy-MM-dd'), formatDateTime(utcNow(), 'yyyy-MM-dd'))

2. Do an OData filter so that you get from Excel only data that you need. To do that, in the "List rows present in a table" use the "Filter Query" and then use the following formula:

Datum le @{utcNow()}

Can you please check if and let me know if you have any questions?

Cheers
Manuel

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MarkCoates 63 on at

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Hello,

I'm looking to do pretty much the same as the above. I want to fetch todays data from a spreadsheet and send it as a daily report in an e-mail.

Can someone please help me with where I am going wrong?

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