![]() The resulting list of actions narrows down to only Excel actions. If you’re using a personal account, click Excel Online (OneDrive). We want to connect to an Excel file, so click Excel Online (Business). Power Automate will run this flow every Thursday at 10:00AM.įigure C The scheduled Recurrence is the flow’s trigger.įigure C shows the Recurrence trigger. In the resulting dialog, create the schedule you see in Figure B and then click Create. In the left pane, click Create and then choose Scheduled Cloud Flow. To start a scheduling flow, sign into your Microsoft account and launch Power Automate as you normally would. How to create a scheduling flow in Power Automate Once the Excel file is ready to go, you can start creating the flow in Power Automate. I’m working with OneDrive, but instructions won’t differ much if you use SharePoint. You must save the Excel file to SharePoint or OneDrive.The name of the demonstration Table is TableSchedule. Power Automate only works with Excel Table objects.If your data requires formatting, create a second column using the TEXT() function to display formatting and send that data, not the original data. There are a few things you should know about flows before we continue: When applying this to your own work, you will want to use the employees’ email addresses. For demonstration purposes, enter your email so you can test the example later. In our case, the flow needs a way to identify which employees get an email. You can update it later by changing only that value instead of updating all the functions.Īdmittedly, in this situation, that’s not a big deal, but when working with a busy sheet, input values are helpful. You could enter 8 in the IF() function but using an input value is more flexible. If the number of accrued hours in the Hours column is greater than or equal to the benchmark value of 8 in C1, the function returns Y. Column F contains a simple IF() statement that returns Y or "Y", "N") When an employee has eight or more hours of comp time, a flow will send those employees an email reminding them that the time is available.įigure A Create a simple Table of employees and their available comp time.Įight hours is the condition that will determine who gets an email. Three employees have comp time, and one doesn’t. You can probably schedule an update to the source data using another flow.įor now, we’ll use the simple sheet shown in Figure A. We’ll use Microsoft Excel because it’s universal. In the real world, a list of employees with comp time might come from a payroll app or a human resources database. How to set up the source data in Excelįor this demonstration we need two things: A data source and a Power Automate flow. I’m using Microsoft 365, Power Automate and OneDrive. You can download the demo file for this Power Automate tutorial. The only thing you’ll have to do is maintain the source data. ![]() Then, the flow will generate an email for each of these employees and send it. You’ll learn how to enter a simple expression to create an internal query that returns only employees with comp time. In this tutorial, we’ll create a Power Automate flow to send reminder emails to employees regarding comp time. Microsoft 365: A side-by-side analysis w/checklist (TechRepublic Premium) ![]() You could create an Outlook template and send it when appropriate, but wouldn’t it be nice if you didn’t have to do anything at all? For instance, you might want to send an email to employees when they have comp time available. There’s also no way to create a conditional scheduled date. You can delay a message, but Outlook must be open for it to work. If you want to schedule emails, Microsoft Outlook has limits. Microsoft Power Automate can manage most repetitive tasks, such as sending emails on a regular schedule. ![]()
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