How to Trigger a POWER AUTOMATE flow from EXCEL | For a selected row
Ғылым және технология
In this tutorial video, we will learn how to trigger a Power Automate flow for a selected row in an Excel file using the Microsoft Excel Online (Business) connector.
We'll utilize the Automate Work Tab in Microsoft Excel, powered by Power Automate, to easily trigger a flow for a selected row in Excel. We can also send input properties to flow from the selected Excel row.
Video will showcase a flow to send customized emails to users (mail merge scenario) based on data coming in from an Excel file. This will also include attachments data from Excel.
Video covers the following:
✅ Send email for a selected row in Excel using Power Automate
✅ Build automation from Excel to send email with attachments
✅ Mail merge and customized emails with attachments
#powerautomate #excel #mailmerge
⬇️ Download flow & Excel file ➡️ link in Community Tab for Channel Members (Silver Club 🥈 or higher)
00:00 Introduction on how to Trigger a POWER AUTOMATE flow from EXCEL
00:31 Automate Tab in Excel
01:10 Send personalized emails from Excel using Power Automate
07:20 Update automation directly from Excel
08:39 Bulk mail merge demo with Excel
08:54 Trigger Power Automate flow from Excel with Dynamic Inputs
09:37 Run Flow for a selected row in Excel to Send Emails with Attachments
Пікірлер: 108
Reza, thank you so much. I really appreciate you taking the time to make M 365 app tutorials beside Power Platform. For businesses, using these two components is so important.
@RezaDorrani
5 ай бұрын
Thanks so much. I hope these videos work and encourage me to make more on such topics.
Great - Best way to end the weekend. 🙏
Another cracking video. Thanks for sharing and will be extremely useful for most of the power users in my organisation.
@RezaDorrani
5 ай бұрын
Great to hear!
Brother the way you explain your content is truly amazing. So easy to follow and understand, with a consistent pace. Keep up the amazing work.
@RezaDorrani
5 ай бұрын
Awesome! Thank you!
Great Explanation, like from Brazil.
@RezaDorrani
3 ай бұрын
Many thanks!
amazing, each time I watch your videos I learn a ton of stuff
@RezaDorrani
3 ай бұрын
Happy to hear that!
Reza, This session Very Useful for us! Thank you!!
@RezaDorrani
5 ай бұрын
Glad to hear that!
As usual, contents are great!
@RezaDorrani
5 ай бұрын
Much appreciated!
Your video help me a lot sir. Thankyouu so so much. I hope u have a lots of luck 😇. Cant wait another video about Power Automate
@RezaDorrani
3 ай бұрын
Most welcome Fadhil
This is really awesome!🎉😊
@RezaDorrani
5 ай бұрын
Thank you! Cheers!
This video came in handy. Than k you Reza
@RezaDorrani
3 ай бұрын
Most welcome
Very different but nice topic Reza.. thanks !!!
@RezaDorrani
5 ай бұрын
Glad you liked it!
Good use case thanks Reaza!
@RezaDorrani
5 ай бұрын
Most welcome
So Good as usual
@RezaDorrani
4 ай бұрын
Thanks
thanks my man.
@RezaDorrani
4 ай бұрын
Most welcome
Looking good Reza!
@RezaDorrani
5 ай бұрын
Thanks
Nice one Reza!!
@RezaDorrani
5 ай бұрын
Thanks!
Very informative. ।thanks Reza
Amazing 🎉🎉🎉❤❤
@RezaDorrani
5 ай бұрын
Thanks so much
Hello M.Reza, toujours un plaisir de regarder ta chaîne☺, avec les nouveautés sur PowerApps(Canvas) merci beaucoup tes vidéos sont d'une grande aide. A quand les vidéos sur le driven apps et tout ce qui va avec(les plugins, les web-ressources...)?? J'espére que tu comprends le français😅
@RezaDorrani
5 ай бұрын
Thanks so much! I have plans to cover model-driven apps, plugins and many other topics. Most requested topics are around canvas apps and hence the focus is there.
hi Reza, you're cool as usual! but is that possible for us to run this flow from excel app instead of web?
@RezaDorrani
5 ай бұрын
It runs on both client and the web. The rollout to clients is currently in progress.
Reza, amazing video as always, thanks: I have a quick question regarding a previous video tittle "Power Automate Export to Excel | Dynamically create Table, Columns & Add Rows to Excel | Send Email" There seems to be a limit of 1000 rows to pull into Excel using the power automate so could you please state if there is a workaround this? Appreciated
@RezaDorrani
5 ай бұрын
I believe there is a pagination setting in that action. Check documentation on it.
Hi Reza, Thanks to your tutorial, been using it for my daily process since March. Can you suggest an alternative template to manually trigger the flow since the For a selected row is already deprecated?
@RezaDorrani
17 күн бұрын
I am not aware of its depreciation and not sure of what alternatives are available
Another awesome video! This gave me a lot of ideas for how I can use this in my own job. Is there any way to trigger the flow with a button in the worksheet instead of having to open the Power Automate pane? Is it possible to customize the ribbon and add an icon in the ribbon to run the flow directly?
@RezaDorrani
5 ай бұрын
Great! Trigger from button or customize icon - Im not aware if thats an option. From what I read, No.
@big1975E
5 ай бұрын
@@RezaDorrani thank you for the quick response! I guess opening the PA pane isn't that big of a deal, but being able to assign flows to a shape or button like a macro in the desktop version of Excel would allow users to create some great interactive dashboards in Excel online.
@RezaDorrani
5 ай бұрын
@@big1975E an area to explore
@dwang085
5 ай бұрын
I would love a button too. My group uses a google sheet with scripts that trigger based on cell conditions which is pretty handy
@big1975E
5 ай бұрын
@dwang085 if there was a way to trigger the flow automatically when a cell value changed maybe you could have data validation in its own little table? Then write the flow to first evaluate the selected value when you pick something from the drop down list? This way it would only send the email if a certain value was selected. That might also allow the flow to reset the drop down list value back to a default ? Idk. Just an idea
Hi Reza, Thanks a lot for your videos on power apps/automate. I have learned lot from your videos. I have one request, if you could create one video on this topic or if you have already please let me know. I have 2 lists in sharepoint, 1. One for user hierarchy. 2. Another for data. Want to create an app, where logged in user can see all items assigned to him/her. Also, if a manager open that app he can see all items of his team members only.
@RezaDorrani
5 ай бұрын
Most welcome! I make videos when I receive multiple requests on a topic. Every 6 months I ask subscribers for topic suggestions on Community Tab of my channel. Most voted idea gets added to my backlog. Make sure to post this idea whenever I post the next topic suggestion post.
Hi Reza, Could you please do a video on how to create an envelop from template in Esign using powerautonate
@RezaDorrani
5 ай бұрын
I make videos when I receive multiple requests on a topic. Every 6 months I ask subscribers for topic suggestions on Community Tab of my channel. Most voted idea gets added to my backlog. Make sure to post this idea whenever I post the next topic suggestion post.
Is it possible to use Onedrive for the attachment instead of sharepoint? For the last section
@RezaDorrani
11 күн бұрын
Possible
Hi Rezza, I question! Suppose we have an excel table and there is a power automate flow which adds columns dynamically into that table. Can we trigger that flow from that excel file and once it adds the columns then itwill also refresh/update the excel file????
@RezaDorrani
2 ай бұрын
Not sure about this scenario as this is not something I have tried.
Hi Reza, Thanks a lot for this amazing new tutorial. It's not an old one but now this features is Deprecated ("For a selected row, complete a custom action (Deprecated)), do you think that we can continue to use it ? ot to do it in a different way ? Thanks
@RezaDorrani
21 күн бұрын
Im not aware of any depreciation for this feature.
@nicolasg1848
18 күн бұрын
@@RezaDorrani each time i try to add the url my message is deleted so when i'am opening this template from power automate i have in the title For a selected row, complete a custom action (Deprecated)
@RezaDorrani
17 күн бұрын
@@nicolasg1848 I will recommend posting your issue on forums in case someone has experienced something similar powerusers.microsoft.com
@nicolasg1848
15 күн бұрын
@@RezaDorrani i've found why : if i'am looking "for a selected row" from template, i can only the deprecated one but if "Build an instant cloud flow", i find "For a selected row (excel online for business) and then everything is ok ! So for me, when i click on templates from excel, it's not working because i only found the other that is not working. Very strange, your flow is as instant cloud flow ?
@RezaDorrani
15 күн бұрын
@@nicolasg1848 yes, its an instant flow
how to do it when I have in excel a file with dates and when the deadline approaches a specific date it automatically power automate reminds me about it , is it possible?
@RezaDorrani
5 ай бұрын
For that, you need to run the flow on a daily schedule, and query excel file to check if any dates match todays date and then send email. I do not have a specific videos reference on this though.
Hello Reza, Can you please tell me how to add rows to Microsoft Entra ID (aaduser) table in dataverse through power automate? I have added to other look up columns like office, doctor, but i am not getting how to add this Microsoft Entra ID (aaduser) table column.
@RezaDorrani
5 ай бұрын
Aad user table is a virtual table. You cannot add data to it.
I have some question, please reply. 1. In reminder date, when the email arrived? is there any specific time? 2. Is this possible to add any company group mail to the mail list so that all the employees can get same mail? your video is very helpful. thanks.
@RezaDorrani
2 ай бұрын
1 - what time in video was this shown? 2 - You can do this in send an email action
Hello, I have a problem with the number and date fields as soon as I try to run the flow I get the following message The input body for trigger 'manual' of type 'Request' did not match its schema definition. Error details: 'Invalid type. Expected String but got Integer.'. In your demo, I see that when you select yours fields it says formatted each time but I don't have this indication on my side (my excel file is stored in a sharepoint and not onedrive. An idea ? Thanks a lot
@RezaDorrani
17 күн бұрын
I have not experienced the mentioned issue and hence not sure what the cause for it could be. I will recommend posting your issue on forums in case someone has experienced something similar powerusers.microsoft.com
Is there a way to fix the regional number formate in excel, i have a shared sheet between people is my departemet And if i see numbers like 1.5 they see it as 1,5 Thanks
@RezaDorrani
5 ай бұрын
Im not aware of the issue or its fix
Can you plz make one flow for action reminder on action due date
@RezaDorrani
5 ай бұрын
I make videos when I receive multiple requests on a topic. Every 6 months I ask subscribers for topic suggestions on Community Tab of my channel. Most voted topic ideas get added to my backlog. Make sure to suggest this idea whenever the next topic suggestion post is out.
Hello Reza, I was wondering what is the limit on how many rows you can trigger at one time?
@RezaDorrani
2 ай бұрын
Limit will be on threshold on flow really. I have not tested its limits so not sure.
Hello Reza, If one of my inputs for the excel for a selected row trigger is a file. How to I get this to attach? I keep getting an error. I choose the name of the input for the name part of input from the dynamic content. For the content I choose the content bytes of the input. I keep getting the following error: "Unable to process template language expressions in action 'Send_an_email_(V2)' inputs at line '0' and column '0': 'The template language expression 'triggerBody()?['entity']['file_1']?['name']' cannot be evaluated because property 'file_1' doesn't exist, available properties"
@RezaDorrani
2 ай бұрын
I have not tried with file so not sure. I will recommend posting your issue on forums in case someone has done something similar powerusers.microsoft.com/
Can you do tutorial on how to populate email to excel. Please? 😊
@RezaDorrani
5 ай бұрын
Currently not in my plans but if I get a lot more requests on this topic, then I would add it to my backlog
Hi Reza, could you please confirm which license is required for these connectors in power automate?
@RezaDorrani
5 ай бұрын
E3 and up
@SubrataPal123
5 ай бұрын
@@RezaDorrani thanks
Hi Reza I cannot seee the flow created with that excel although i have automate tab i cannot trigger the flow
@RezaDorrani
4 ай бұрын
Flow must be created in default environment
@shifamomin6547
4 ай бұрын
@@RezaDorrani i cannot see the flow in my excel when i create it in production environment my company doesn’t allow me to create in default pls help flow is not showing
@RezaDorrani
4 ай бұрын
@@shifamomin6547 currently- This only supports flows in default environment
@shifamomin6547
4 ай бұрын
@@RezaDorrani I have similar use case can u suggest how to create flow in that case?
@RezaDorrani
4 ай бұрын
@@shifamomin6547 Currently you cannot create a flow in non-default environment that you can call directly from excel. It's a limitation in product. I'm not aware of any workarounds.
how did it work for you with multiple selected rows? I tried on mine and received an error. The input body for trigger 'Selected_Row_-_Process_the_filtered_report' of type 'Request' did not match its schema definition. Error details: 'Required properties are missing from object: entity.'.
@RezaDorrani
Ай бұрын
Worked as shown in video. I have not experienced the mentioned issue and hence not sure what the cause for it could be. I will recommend posting your issue on forums in case someone has experienced something similar powerusers.microsoft.com
How thay Power automate tab enanle it in excle??
@RezaDorrani
5 ай бұрын
?
@Gunasekaran8
5 ай бұрын
@RezaDorrani in excel Top side. Generally unable to see that power automate Tab option. How to enable it
@RezaDorrani
5 ай бұрын
@@Gunasekaran8 It requires E3 license or above as per documentation and is not rolled out to all regions for excel client yet but should be in excel online if file is in Onedrive or SharePoint
i am facing the Action branching condition error while sending the e-mail
@RezaDorrani
Ай бұрын
I have not experienced the mentioned issue and hence not sure what the cause for it could be. I will recommend posting your issue on forums in case someone has experienced something similar powerusers.microsoft.com
need your help
@RezaDorrani
Ай бұрын
Best to directly post the question