Automatic reminders from Excel data - Power Automate - Step by Step
Ғылым және технология
Learn how to generate reminders from Excel data using Power Automate.
Step by step process with detailed explanation.
Understand triggers, actions, conditions, variables and loops.
Download sample file and follow along.
efficiency365.com/wp-content/...
Contents
00:00 - The Need - automatic reminders from Excel
00:31 - Create a flow in Power Automate
01:00 - Get data from Excel
01:47 - Create a variable
02:18 - Add Apply to each
02:39 - Check if PO is delayed
03:55 - Check if status is empty
04:30 - Add data to variable
05:21 - Check if variable is empty
05:49 - Send email notification
09:01 - Use Copilot to create a flow
09:59 - Summary
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Production
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AI based captions: videoindexer.ai (Microsoft service)
Пікірлер: 20
Download sample file and follow along efficiency365.com/wp-content/uploads/2023/11/PO-Reminders.xlsx Learn how to generate reminders from Excel data using Power Automate. Step by step process with detailed explanation. Understand triggers, actions, conditions, variables and loops.
Sir, please create more videos on Powerautomate and Powerapps Thank you, sir, creating this video 🙏
@efficiency365
2 ай бұрын
Thanks @akhilvashu480 Check out my other best practices videos as well. Efficient Tasks Management 2024 - kzread.info/dash/bejne/dn6X2rKtpZDYk8o.html Microsoft Teams Meetings - 16 Best Practices - kzread.info/dash/bejne/nmd22NNmeZPOqZc.html Microsoft Teams - 15 Best Practices - kzread.info/dash/bejne/iWyJyNqYqtGxqKw.html OneDrive Best Practices Part 1 - kzread.info/dash/bejne/dmuO1MipmLqaptI.html Part 2 - kzread.info/dash/bejne/oHqsmLuKqMaTkpc.html Smart and Effective Email - 5 powerful ways - kzread.info/dash/bejne/aIJ5qLWGoavNgag.html Outlook Calendar Best Practices : Part 1 - kzread.info/dash/bejne/ea6ns9Cek82ngdI.html and Part 2 - kzread.info/dash/bejne/opWYrapxqdabc9Y.html OneNote - Best Practices - kzread.info/dash/bejne/n2Foo7tqk7DPaNY.html Microsoft 365 Best Practices - kzread.info/dash/bejne/nYp3wbucfJi1krg.html Cheers. Doc.
My case is little more complicated, but your video has given me some ideas to try through it.. i was thinking its easy but i am getting few setbacks when creating my flow :-(... any how big thumps up for making world more efficient.
@efficiency365
13 күн бұрын
Thanks @user-km4gt9iz2u Best is NOT to use Excel for tasks. Watch this video. Task Management Best Practices - kzread.info/dash/bejne/dn6X2rKtpZDYk8o.html Check out my other best practices videos as well. Efficient Tasks Management using the New Planner 2024 - kzread.info/dash/bejne/nZus09x9mdXdYdI.html Microsoft Teams Meetings - 16 Best Practices - kzread.info/dash/bejne/nmd22NNmeZPOqZc.html Microsoft Teams - 15 Best Practices - kzread.info/dash/bejne/iWyJyNqYqtGxqKw.html OneDrive Best Practices Part 1 - kzread.info/dash/bejne/dmuO1MipmLqaptI.html Part 2 - kzread.info/dash/bejne/oHqsmLuKqMaTkpc.html Smart and Effective Email - 5 powerful ways - kzread.info/dash/bejne/aIJ5qLWGoavNgag.html Outlook Calendar Best Practices : Part 1 - kzread.info/dash/bejne/ea6ns9Cek82ngdI.html and Part 2 - kzread.info/dash/bejne/opWYrapxqdabc9Y.html OneNote - Best Practices - kzread.info/dash/bejne/n2Foo7tqk7DPaNY.html Microsoft 365 Best Practices - kzread.info/dash/bejne/nYp3wbucfJi1krg.html Cheers. Doc.
Great explaining video
@efficiency365
7 ай бұрын
Thanks @ConTecHub Check out my other best practices videos as well. Efficient Tasks Management - kzread.info/dash/bejne/qIB60rmPlrjMgZs.html Task Apps Comparison: kzread.info/dash/bejne/iJ2LrKuzfbO3iso.html Teams Meeting - Agenda, Action Points, Notes - kzread.info/dash/bejne/nWSomsGmfs6zdNo.html Microsoft Teams - 15 Best Practices - kzread.info/dash/bejne/iWyJyNqYqtGxqKw.html OneDrive Best Practices Part 1 - kzread.info/dash/bejne/dmuO1MipmLqaptI.html Part 2 - kzread.info/dash/bejne/oHqsmLuKqMaTkpc.html Smart and Effective Email - 5 powerful ways - kzread.info/dash/bejne/aIJ5qLWGoavNgag.html Outlook Calendar Best Practices : Part 1 - kzread.info/dash/bejne/ea6ns9Cek82ngdI.html and Part 2 - kzread.info/dash/bejne/opWYrapxqdabc9Y.html OneNote - Best Practices - kzread.info/dash/bejne/n2Foo7tqk7DPaNY.html Microsoft 365 Best Practices - kzread.info/dash/bejne/nYp3wbucfJi1krg.html Cheers. Doc.
Very useful
@efficiency365
Ай бұрын
Thanks @danielperkins8656 Check out my other best practices videos as well. Efficient Tasks Management 2024 - kzread.info/dash/bejne/dn6X2rKtpZDYk8o.html Microsoft Teams Meetings - 16 Best Practices - kzread.info/dash/bejne/nmd22NNmeZPOqZc.html Microsoft Teams - 15 Best Practices - kzread.info/dash/bejne/iWyJyNqYqtGxqKw.html OneDrive Best Practices Part 1 - kzread.info/dash/bejne/dmuO1MipmLqaptI.html Part 2 - kzread.info/dash/bejne/oHqsmLuKqMaTkpc.html Smart and Effective Email - 5 powerful ways - kzread.info/dash/bejne/aIJ5qLWGoavNgag.html Outlook Calendar Best Practices : Part 1 - kzread.info/dash/bejne/ea6ns9Cek82ngdI.html and Part 2 - kzread.info/dash/bejne/opWYrapxqdabc9Y.html OneNote - Best Practices - kzread.info/dash/bejne/n2Foo7tqk7DPaNY.html Microsoft 365 Best Practices - kzread.info/dash/bejne/nYp3wbucfJi1krg.html Cheers. Doc.
Nice video, I’ll have to come up with scenarios to use something like this. I assume the spreadsheet needs to be saved online somewhere for power automate to “find” it.
@efficiency365
7 ай бұрын
Thanks @RonDavidowicz Yes. The spreadsheet needs to be on OneDrive. Or any other SharePoint location. Check out my other best practices videos as well. Efficient Tasks Management - kzread.info/dash/bejne/qIB60rmPlrjMgZs.html Task Apps Comparison: kzread.info/dash/bejne/iJ2LrKuzfbO3iso.html Teams Meeting - Agenda, Action Points, Notes - kzread.info/dash/bejne/nWSomsGmfs6zdNo.html Microsoft Teams - 15 Best Practices - kzread.info/dash/bejne/iWyJyNqYqtGxqKw.html OneDrive Best Practices Part 1 - kzread.info/dash/bejne/dmuO1MipmLqaptI.html Part 2 - kzread.info/dash/bejne/oHqsmLuKqMaTkpc.html Smart and Effective Email - 5 powerful ways - kzread.info/dash/bejne/aIJ5qLWGoavNgag.html Outlook Calendar Best Practices : Part 1 - kzread.info/dash/bejne/ea6ns9Cek82ngdI.html and Part 2 - kzread.info/dash/bejne/opWYrapxqdabc9Y.html OneNote - Best Practices - kzread.info/dash/bejne/n2Foo7tqk7DPaNY.html Microsoft 365 Best Practices - kzread.info/dash/bejne/nYp3wbucfJi1krg.html Cheers. Doc.
Good
@efficiency365
Ай бұрын
Thanks @alexmamode2691 Check out my other best practices videos as well. Efficient Tasks Management using the New Planner 2024 - kzread.info/dash/bejne/nZus09x9mdXdYdI.html Microsoft Teams Meetings - 16 Best Practices - kzread.info/dash/bejne/nmd22NNmeZPOqZc.html Microsoft Teams - 15 Best Practices - kzread.info/dash/bejne/iWyJyNqYqtGxqKw.html OneDrive Best Practices Part 1 - kzread.info/dash/bejne/dmuO1MipmLqaptI.html Part 2 - kzread.info/dash/bejne/oHqsmLuKqMaTkpc.html Smart and Effective Email - 5 powerful ways - kzread.info/dash/bejne/aIJ5qLWGoavNgag.html Outlook Calendar Best Practices : Part 1 - kzread.info/dash/bejne/ea6ns9Cek82ngdI.html and Part 2 - kzread.info/dash/bejne/opWYrapxqdabc9Y.html OneNote - Best Practices - kzread.info/dash/bejne/n2Foo7tqk7DPaNY.html Microsoft 365 Best Practices - kzread.info/dash/bejne/nYp3wbucfJi1krg.html Cheers. Doc.
I am not getting the excel columns under dynamic content after writing a function, eg: once add formatdatetime() and move to dynamic content, there are no columns listed for selection, but it exists before writing the function. Could you pls help on this.
@efficiency365
Ай бұрын
Add one extra step above this one and check. Most probably, some syntax issue.
How to Get or Activate the Copilot. Pls do one Video on the same
@efficiency365
7 ай бұрын
Thanks @vmmohan08 As suggested by you - I created a video about Copilot activation and usage. Have a look kzread.info/dash/bejne/hZ6n3MadZczVaKw.html Check out my other best practices videos as well. Efficient Tasks Management - kzread.info/dash/bejne/qIB60rmPlrjMgZs.html Task Apps Comparison: kzread.info/dash/bejne/iJ2LrKuzfbO3iso.html Teams Meeting - Agenda, Action Points, Notes - kzread.info/dash/bejne/nWSomsGmfs6zdNo.html Microsoft Teams - 15 Best Practices - kzread.info/dash/bejne/iWyJyNqYqtGxqKw.html OneDrive Best Practices Part 1 - kzread.info/dash/bejne/dmuO1MipmLqaptI.html Part 2 - kzread.info/dash/bejne/oHqsmLuKqMaTkpc.html Smart and Effective Email - 5 powerful ways - kzread.info/dash/bejne/aIJ5qLWGoavNgag.html Outlook Calendar Best Practices : Part 1 - kzread.info/dash/bejne/ea6ns9Cek82ngdI.html and Part 2 - kzread.info/dash/bejne/opWYrapxqdabc9Y.html OneNote - Best Practices - kzread.info/dash/bejne/n2Foo7tqk7DPaNY.html Microsoft 365 Best Practices - kzread.info/dash/bejne/nYp3wbucfJi1krg.html Cheers. Doc.
@vmmohan08
7 ай бұрын
@@efficiency365 Thanks a lot
I am getting error in Apply to each option. Although it seems correct. Please help
@efficiency365
Ай бұрын
It is difficult to troubleshoot remotely. Check the previous step. Better still, create a new flow from scratch and follow instructions.