Hello,
I'm trying to set up a Power Automate flow that can post a Happy Birthday message to members in a team chat. I tried to set up the list using an Excel file, but got this error:
Does the source where Power Automate pulls from needs to be a different type of file? Thank you!
Accepted Solutions
@karnerblue I can't tell from the screenshot but it looks like you are using the Get Items action. To return rows from an Excel table, you need to use the List Rows Present in a table action.
You might find this YT Tutorial helpful: Send Emails Based on a 📆 Date Column in SharePoint with Microsoft Power Automate
Although this tutorial covers how to get items from a SharePoint list and how to send an email reminder (not Teams)—the concepts covered in this tutorial can be applied to your flow.
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
If I helped you solve your problem—please mark my post as a solution ✅.
Consider giving me a 👍 if you liked my response!
👉 Level up your Power Automate skills by checking out my tutorials on YouTube
👉 Tips and Tricks on TikTok and Instagram
@karnerblue I can't tell from the screenshot but it looks like you are using the Get Items action. To return rows from an Excel table, you need to use the List Rows Present in a table action.
You might find this YT Tutorial helpful: Send Emails Based on a 📆 Date Column in SharePoint with Microsoft Power Automate
Although this tutorial covers how to get items from a SharePoint list and how to send an email reminder (not Teams)—the concepts covered in this tutorial can be applied to your flow.
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
If I helped you solve your problem—please mark my post as a solution ✅.
Consider giving me a 👍 if you liked my response!
👉 Level up your Power Automate skills by checking out my tutorials on YouTube
👉 Tips and Tricks on TikTok and Instagram
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