Send Emails Based on a 📆 Date Column in SharePoint with Microsoft Power Automate

A Creative Opinion
A Creative Opinion
29.7 هزار بار بازدید - 10 ماه پیش - Stop forgetting important dates 📆!
Stop forgetting important dates 📆! In this Microsoft Power Automate tutorial, I’ll show you how to build a flow that will send a Happy Birthday email to a user based on a date column in a SharePoint list.

The SharePoint list also contains a column with a Manager’s name which we’ll use to send a three-day and day of reminder to the user’s manager.

This automation will use the Filter Array action to filter out all SharePoint list items where the user’s birthday is today or in three days.

This flow can apply to a variety of scenarios such as:

📅 Student Birthdays
📅 Project Due Dates
📅 Contract/Membership Renewals
📅 License Expirations
📅 Client Anniversaries

---

IN THIS VIDEO:
✅ How to Send an Email based on a Date Column in SharePoint
✅ Using the Recurrence Trigger in Power Automate
✅ How to Use the Filter Array Action with multiple conditions
✅ How to Get Dynamic Content from a Filter Array Action
✅ How to Get a Date Three Days from Today
✅ How to Create a Dynamic Date Based on utcNow()
✅ How to Return a Count of Items
✅ How to initialize and set a variable
✅ How to use the Send an Email (V2) action
✅ How to send test emails

---

SKIP AHEAD:
00:27 | SharePoint List Overview
01:12 | Build the Flow
04:07 | Filter Items by Today’s Date
06:15 | How to Get Dynamic Content from Filter Array
09:50 | Send an Email to the Employee
11:58 | Add a 3 Day Reminder
13:24 | Add Additional Condition to the Filter Array
15:47 | Initialize a Variable
18:12 | Adjust the Recipient
18:52 | Replace the Trigger
19:26 | Helpful Insights

-----

#microsoft365 #powerautomate #powerplatform #productivityhacks #productivitytips #techtips #techtipsandtricks #microsoftpowerautomate #sharepointonline #sharepoint #outlook #microsoftoutlook

If you're feeling generous— ☕️  Buy me a coffee: https://www.buymeacoffee.com/acreativ...

SUBSCRIBE FOR NEW VIDEOS EVERY WEEK-ISH
👉 https://bit.ly/SubACreativeOpinion 👈

---
Teaching you how to make your workflows SUCK LESS.

Subscribe if you want to learn how to streamline your workflow, boost your productivity, and build innovative processes for yourself and your business! I wanna help you get more time in back your day.

Join me on my journey on learning new tools, levelling up my skills and creating more time to do the things that matter. I hope that I can inspire you to do the same and share all the things you learn from me with others.

Get curious. Be creative. Do better.

---

FOLLOW ME:
Instagram: acreativeopinion
TikTok: acreativeopinion
Twitter: acreativeop
10 ماه پیش در تاریخ 1402/06/18 منتشر شده است.
29,708 بـار بازدید شده
... بیشتر