How to Trigger a POWER AUTOMATE flow from EXCEL | For a selected row
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- Опубликовано: 14 май 2024
- 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 - Наука
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.
Thanks so much. I hope these videos work and encourage me to make more on such topics.
Great Explanation, like from Brazil.
Many thanks!
amazing, each time I watch your videos I learn a ton of stuff
Happy to hear that!
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.
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.
Awesome! Thank you!
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
Most welcome Fadhil
Reza, This session Very Useful for us! Thank you!!
Glad to hear that!
Very different but nice topic Reza.. thanks !!!
Glad you liked it!
This is really awesome!🎉😊
Thank you! Cheers!
Good use case thanks Reaza!
Most welcome
As usual, contents are great!
Much appreciated!
This video came in handy. Than k you Reza
Most welcome
Very informative. ।thanks Reza
Nice one Reza!!
Thanks!
Looking good Reza!
Thanks
thanks my man.
Most welcome
So Good as usual
Thanks
Amazing 🎉🎉🎉❤❤
Thanks so much
hi Reza,
you're cool as usual!
but is that possible for us to run this flow from excel app instead of web?
It runs on both client and the web.
The rollout to clients is currently in progress.
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😅
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,
Could you please do a video on how to create an envelop from template in Esign using powerautonate
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.
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?
Great!
Trigger from button or customize icon - Im not aware if thats an option. From what I read, No.
@@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.
@@big1975E an area to explore
I would love a button too. My group uses a google sheet with scripts that trigger based on cell conditions which is pretty handy
@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
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
I believe there is a pagination setting in that action. Check documentation on it.
Can you do tutorial on how to populate email to excel. Please? 😊
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, 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.
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.
Can you plz make one flow for action reminder on action due date
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, 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.
Aad user table is a virtual table. You cannot add data to it.
Hi Reza, could you please confirm which license is required for these connectors in power automate?
E3 and up
@@RezaDorrani thanks
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
Im not aware of the issue or its fix
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?
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.
How thay Power automate tab enanle it in excle??
?
@RezaDorrani in excel Top side. Generally unable to see that power automate Tab option. How to enable it
@@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
Hi Reza I cannot seee the flow created with that excel although i have automate tab i cannot trigger the flow
Flow must be created in default environment
@@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
@@shifamomin6547 currently- This only supports flows in default environment
@@RezaDorrani I have similar use case can u suggest how to create flow in that case?
@@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.