Using Power Automate to Send Reminder Emails Based on SharePoint Status and Date Columns

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  • Опубликовано: 19 апр 2024
  • In this video, we use Power Automate to query a SharePoint for users who have not completed a training course and check to see if they have received a reminder within seven days. If not, we send them an email and write that date back to SharePoint so that it can be used in the logic for the next scheduled run. It expands on this video that covered similar content for an Excel data source: • Sending Emails using P... .
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Комментарии • 5

  • @nomirehman
    @nomirehman Месяц назад +1

    What i would have to do if want to escalate the next email reminder . Like if status is not updated and in next email how i can add manager’s email as well.
    First email only to team member and if no action is taken than after 7 days add manager’s email as well.

    • @jeffrhodes
      @jeffrhodes  Месяц назад

      Great question. You could do it a few ways, but I'd add columns for the manager email (possibly name as well if you wanted to address the email to the manager) and then the date sent to the manager. I would then edit the logic within the loop where there is already a "Date Last Notified." After checking if a week has gone by, I would check if the "Manager Date Last Notified" is blank. If so, I would send the email to both and then update both dates. If the "Manager Date Last Notified" is not blank, it should be the same date as the "Date Last Notified" and thus you would keep sending to both from then on. Hope this helps.

    • @nomirehman
      @nomirehman Месяц назад

      @@jeffrhodes I have tried but looks like my logic is not working. The first time when notification is supposed to go only to team members but it is also going to to manager's as well. I am not sure where my logic is wrong. I would appreciate it if you could provide more guidance or do a small vided to add an escalation process. I am attempting a flow where we have various teams under different manager's and if a team lead doesn't update the status then in the next reminder a cc email should go to their manager as well. Thank you very much in advance
      I am following the model of your other video here ruclips.net/video/YYOcPrgAAyg/видео.html
      I have columns in this sequence.
      ID
      First Name
      Last Name
      Email
      First Name 1 (For Managers)
      Last Name 1 (For Managers)
      Email1 (For Manager's)
      Status
      DateLastNotified
      Notes
      M_DateLastNotified (For Managers)
      M_Notes (For Manager's)

    • @jeffrhodes
      @jeffrhodes  Месяц назад

      @@nomirehman - I will put this on my "to do" list for a video on this. Hopefully this upcoming weekend.

    • @nomirehman
      @nomirehman Месяц назад +1

      @@jeffrhodes Great !! I ll be looking forward to it. I appreciate all the support. Thank You