Power Platform Community Forum Thread Details

Can anyone tell me how to set the follow as captioned every month, please?

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Power Automate Desktop

Hi @AC-11030928-0,

A couple of questions first so we can better understand your setup:

Where are the certificates currently stored or tracked? (SharePoint list, Excel file, Dataverse, SQL, etc.)
Do you already have a column that stores the certificate expiry date?
Do you want the reminder to go to a single email address or to the owner of each certificate?

If your certificates are stored in a SharePoint list, this can usually be done fairly easily with Power Automate.

High-level approach (SharePoint example)

Store certificates in a SharePoint list
Example columns:
Certificate Name
Owner / Email
Expiry Date
Status (optional)

Create a Scheduled Cloud Flow

In Power Automate, create a flow that runs once per month (or daily if you want more frequent checks).

Get items from the SharePoint list
Filter certificates expiring within 90 days
Compare the Expiry Date with today's date plus 90 days.
Send reminder email

If the certificate expiry date falls within that range, send an email to the certificate owner or admin team.

Basic architecture
Scheduled Flow (monthly or daily)
↓
Get Items (SharePoint list)
↓
Filter certificates where ExpiryDate ≤ Today + 90 days
↓
Send reminder email

If your certificates are stored somewhere else (Excel, SQL, etc.), the approach is similar — the only difference would be the data source connector used in the flow.

If you can share where the certificate data is currently stored, I can suggest a more specific setup.