Use of Power Automate to send a daily report

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Posted on by SR-10041808-0

Hello,

I am attempting to send an excel report which is prepared on a daily basis (under a new file, with the change of date in the file name), with a screenshot of a summary sheet as the body of the email, automatically using Power Automate as it a repetitive process among many different reports in my field. How do I create the flow to attachment the new file each day and how will I create a script to attach a PNG of the summary page.

Assistance would be greatly appreciated! Thanks!

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Building flows

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Michael E. Gernaey 53,429 Super User 2025 Season 2 on at

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HI @SR-10041808-0

There are a few pieces missing so I will ask about those but it would look something like this.

1. You would need a trigger for SharePoint or OneDrive, for when a file is created.

This is the new file you are creating. You are going to have to make sure of something though

a) its either easy to get because its the only file created in that location every day

b) or you can search by some naming convention so you ONLY get that file back. Otherwise you will trigger when you do not want too

Let's assume SharePoint for now

Step I. Your Trigger

Step II. Attaching the file is easy. Use Get FileContent for SharePoint and the file id comes from the Trigger

in the Email Section,(later on) you will simply put the Name in (another dynamic property from the trigger) and put the attachment (content) from this action so easy to attach

Step III. Now.. the PNG does this already exist? Or are you wanting to see if you can create an image of that Summary Sheet?

Step IV. Sending the Email

Here you will put the file name and file content, under the Advanced Options of Send Email V2

--For the To: I do not know who you are emailing this too, but you either need to

a) hard code their email

b) use an environment variable

c) have some configuration table or something in SharePoint where you do a lookup every time to get the email address for To

d) Subject up to you

So far so good

Again we haven't talked about the embedded image as I need to make sure if you have it or you want the flow to create it, which.. I am not sure you can do that without premium connectors and haven't done it myself yet so I will check.

But the rest are the steps.

Again, you need to decide how to get the Email addresses in, as well as if the file is in SharePoint or OneDrive, and... how you are going to identify that the file IS the file you want to work with, when / if it triggers your flow.

i'll wait to hear back but I hope this helps you start.

Cheers

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MMcCloud 357 Super User 2025 Season 2 on at

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You can do this through Power Automate and Power Automate Desktop in what would probably be the simplest way.
I am assuming your report is pre-created and this is just for the email being sent out.
Lets go step by step:

1. Set up a recurring flow weekly with the days selected M-F for business days and the time you want the flow to run

2. Create a copy of base file for in SharePoint or OneDrive(either connector). The last option is what to do if the file already exists you are going to copy it with a new name:

Select your site address.

Select your file in 'File to Copy'. If you are updating the same file daily it will say the same so you can use the picker under the folder on the right.

Select the destination site and folder for where you want your file we will use a dynamic step to get your files stuff.

3. Use the 'Create sharing link for a file or folder' action in SharePoint and choose your file you just created

4. Use the Desktop Flows Action to call a flow:(The one we will walkthrough below a bit) You will have to provide the runner or use the attended version which makes you need to be online I cannot explain the entirety of the pricing model or the complexity of the Desktop RPA platform.

5. Create a Power Automate Desktop Flow that passes the input variable you get from the 'Create sharing link for a file or folder' (If your Desktop flow is made prior it will prompt you in step 4 for this value originally, otherwise you will have to return back.)

6. Use the Launch a new Microsoft Edge in the webpage to open field put the input value from before it will open to your file when the flow is ran try it to this point to ensure its working.

7. Then add 'Take a Screenshot' action whole screen option is easiest but, you may have to target the window for to capture the whole screen.

8. Use SharePoint actions to upload that file to your SharePoint location from before

9. Pass the outcome file id back to your cloud flow.

10. Use the Outlook 'Send an Email (V2) action to send an email to your intended party with the file in the attachments section(you shouldn't need to do a conversion)

Sorry if this is hard to follow I am writing this from a station without access to desktop. As far as a lot of the permissions and VM things go this is actually pretty complex due to the need for both versions, a premium license for PAD and the need to either have a VM or a machine with the remote desktop runner installed which is complicated to work with in the first place.

Extra info for SharePoint Desktop Actions:

https://learn.microsoft.com/en-us/power-automate/desktop-flows/actions-reference/sharepoint

If this solves your question please like and select me as the suggested answer. Otherwise feel free to follow up with any other questions and good luck.

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ronaldwalcott 3,847 Super User 2025 Season 2 on at

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Just a question out of curiosity,

I thought the idea behind all of these new tools and platforms is to increase productivity and reduce the need to send emails containing documents.

Why not save the reports in a centralized location and send the users a link to the document by email or teams?

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