How to Trigger a POWER AUTOMATE flow from EXCEL | For a selected row

Поделиться
HTML-код
  • 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
  • НаукаНаука

Комментарии • 80

  • @roma9026
    @roma9026 3 месяца назад +4

    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
      @RezaDorrani  3 месяца назад +2

      Thanks so much. I hope these videos work and encourage me to make more on such topics.

  • @Gustavo-iz5qk
    @Gustavo-iz5qk 29 дней назад +3

    Great Explanation, like from Brazil.

  • @andonii46
    @andonii46 Месяц назад +1

    amazing, each time I watch your videos I learn a ton of stuff

  • @v75tan
    @v75tan 2 месяца назад

    Great -
    Best way to end the weekend.
    🙏

  • @dougydoe
    @dougydoe 2 месяца назад +1

    Another cracking video. Thanks for sharing and will be extremely useful for most of the power users in my organisation.

  • @MrKhulaid
    @MrKhulaid 3 месяца назад

    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.

  • @fadhilimaduddin579
    @fadhilimaduddin579 Месяц назад +1

    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

  • @user-fi3sn4ml6j
    @user-fi3sn4ml6j 3 месяца назад

    Reza, This session Very Useful for us! Thank you!!

  • @akshaynm
    @akshaynm 3 месяца назад

    Very different but nice topic Reza.. thanks !!!

  • @dwang085
    @dwang085 3 месяца назад +1

    This is really awesome!🎉😊

  • @vineetwadhwa5915
    @vineetwadhwa5915 3 месяца назад +1

    Good use case thanks Reaza!

  • @kevinrulloda5435
    @kevinrulloda5435 2 месяца назад

    As usual, contents are great!

  • @oluwatobiyusuf
    @oluwatobiyusuf Месяц назад +1

    This video came in handy. Than k you Reza

  • @MegaKumar0
    @MegaKumar0 3 месяца назад

    Very informative. ।thanks Reza

  • @nikhilvnikam
    @nikhilvnikam 3 месяца назад +1

    Nice one Reza!!

  • @leakscity328
    @leakscity328 3 месяца назад

    Looking good Reza!

  • @ducquynguyen453
    @ducquynguyen453 Месяц назад +1

    thanks my man.

  • @petereriksson6859
    @petereriksson6859 2 месяца назад

    So Good as usual

  • @shaikhfirdos2723
    @shaikhfirdos2723 3 месяца назад

    Amazing 🎉🎉🎉❤❤

  • @karundengreynaldiphilipus8249
    @karundengreynaldiphilipus8249 2 месяца назад +1

    hi Reza,
    you're cool as usual!
    but is that possible for us to run this flow from excel app instead of web?

    • @RezaDorrani
      @RezaDorrani  2 месяца назад

      It runs on both client and the web.
      The rollout to clients is currently in progress.

  • @jajah_alien
    @jajah_alien 2 месяца назад +1

    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
      @RezaDorrani  2 месяца назад +1

      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.

  • @shinshae7882
    @shinshae7882 3 месяца назад

    Hi Reza,
    Could you please do a video on how to create an envelop from template in Esign using powerautonate

    • @RezaDorrani
      @RezaDorrani  3 месяца назад

      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.

  • @big1975E
    @big1975E 3 месяца назад +1

    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
      @RezaDorrani  3 месяца назад

      Great!
      Trigger from button or customize icon - Im not aware if thats an option. From what I read, No.

    • @big1975E
      @big1975E 3 месяца назад

      @@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
      @RezaDorrani  3 месяца назад +1

      @@big1975E an area to explore

    • @dwang085
      @dwang085 3 месяца назад

      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
      @big1975E 3 месяца назад

      @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

  • @bellohannif7757
    @bellohannif7757 2 месяца назад

    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
      @RezaDorrani  2 месяца назад

      I believe there is a pagination setting in that action. Check documentation on it.

  • @imcharleyds8888
    @imcharleyds8888 2 месяца назад

    Can you do tutorial on how to populate email to excel. Please? 😊

    • @RezaDorrani
      @RezaDorrani  2 месяца назад

      Currently not in my plans but if I get a lot more requests on this topic, then I would add it to my backlog

  • @SubrataPal123
    @SubrataPal123 2 месяца назад

    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
      @RezaDorrani  2 месяца назад

      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.

  • @nikhilvnikam
    @nikhilvnikam 3 месяца назад

    Can you plz make one flow for action reminder on action due date

    • @RezaDorrani
      @RezaDorrani  3 месяца назад

      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.

  • @future3810
    @future3810 2 месяца назад

    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
      @RezaDorrani  2 месяца назад +1

      Aad user table is a virtual table. You cannot add data to it.

  • @SubrataPal123
    @SubrataPal123 3 месяца назад

    Hi Reza, could you please confirm which license is required for these connectors in power automate?

  • @Ahmedssamyy1
    @Ahmedssamyy1 3 месяца назад

    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
      @RezaDorrani  3 месяца назад

      Im not aware of the issue or its fix

  • @Historyaboutallintresting
    @Historyaboutallintresting 2 месяца назад

    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
      @RezaDorrani  2 месяца назад

      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.

  • @Gunasekaran8
    @Gunasekaran8 3 месяца назад

    How thay Power automate tab enanle it in excle??

    • @RezaDorrani
      @RezaDorrani  3 месяца назад

      ?

    • @Gunasekaran8
      @Gunasekaran8 2 месяца назад

      @RezaDorrani in excel Top side. Generally unable to see that power automate Tab option. How to enable it

    • @RezaDorrani
      @RezaDorrani  2 месяца назад

      @@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

  • @shifamomin6547
    @shifamomin6547 Месяц назад

    Hi Reza I cannot seee the flow created with that excel although i have automate tab i cannot trigger the flow

    • @RezaDorrani
      @RezaDorrani  Месяц назад

      Flow must be created in default environment

    • @shifamomin6547
      @shifamomin6547 Месяц назад

      @@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
      @RezaDorrani  Месяц назад

      @@shifamomin6547 currently- This only supports flows in default environment

    • @shifamomin6547
      @shifamomin6547 Месяц назад

      @@RezaDorrani I have similar use case can u suggest how to create flow in that case?

    • @RezaDorrani
      @RezaDorrani  Месяц назад

      @@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.