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Power automate flow which will send an email reminder on the date that is listed in the column(today's day)

Hi everyone. I have a SharePoint site and have a list from where the flow will be getting the items, specifically from 2 columns: column with a title 'Start date of travel', and 'End date of Travel. I need this flow to look at those 2 columns, see if it is today's date (not actual today's date, but if the date in that column matches the day on that day it is checking), and then send an email reminder. Can someone please help me create this flow with steps? Thanks in advance!

 

@Pstork1 @ChadVKealey 

1 ACCEPTED SOLUTION

Accepted Solutions

Hi @andjelamiha97 , 

To create a flow for the above automation, here are the steps:

//Complete flow:

harshdeol_6-1718448924621.png

 

Step 1.  Add a "Recurrence" trigger and configure it to run Daily at specific time.

harshdeol_0-1718447708457.png

The above trigger is configured to run every day at 09:00 Indian Standard Time (UTC+05:30). Please adjust is according to your specific needs.

 

Step 2. Then, get all the items from that SharePoint List using the "Get items" Action and add a filter query to check and filter the Specific records where Start date of travel or/and End date of Travel is equals to today's date.

harshdeol_7-1718448947664.png

//Filter Query:

Currently, I am checking If either of the "Start Date of Travel" or "End Date of Travel" is equals to Today's date. Here is the expression:

Startdateoftravel eq '@{formatDateTime(utcNow(), 'yyyy-MM-dd')}' or EnddateofTravel eq '@{formatDateTime(utcNow(),'yyyy-MM-dd')}'

 

If you want to check for both Start Date of Travel and End Date of Travel, use below expressions instead:

Startdateoftravel eq '@{formatDateTime(utcNow(), 'yyyy-MM-dd')}' and EnddateofTravel eq '@{formatDateTime(utcNow(),'yyyy-MM-dd')}'

*** Paste any of these expressions in the Filter Query of Get items and please make sure to change the name of SharePoint columns if not same.

** utcNow() function is used in the expression to get Current Date and time (when flow runs). It returns date and time both.

*formatDateTime function is used to format the DateTime of utcNow() function to get the Date only.

 

harshdeol_3-1718448513964.png

 

Step 3. Add an apply to each that iterates of the Values of "Get items" and add a Send an email (V2) Action to send the email.

harshdeol_4-1718448649324.png

* In the body of send an email Action, I am currently sending the ID and link to item. But please change this accordingly to your specific requirements.

 

// SharePoint List and Items: 

Below is my test SharePoint list with Start date of travel and End date of Travel columns. Both are of Type - Date and Time (Date only).

harshdeol_5-1718448857173.png

//Output:

Received email.

harshdeol_8-1718449064301.png

 

Note: If the flow finds more than one item in the lists where today's date is matched. It will send more emails.

So, Number of emails received = Number of items matched.

 

Please try it at your end and let me know if you face any issues.

-----------------------------------------------------------------------------------------------------------------
If your question got an answer, please click "Accept as Solution ", If you liked my answer, please hit the "thumbs-up" 👍button.

Thank you,
Harsh Deol

View solution in original post

3 REPLIES 3

Hi @andjelamiha97 , 

To create a flow for the above automation, here are the steps:

//Complete flow:

harshdeol_6-1718448924621.png

 

Step 1.  Add a "Recurrence" trigger and configure it to run Daily at specific time.

harshdeol_0-1718447708457.png

The above trigger is configured to run every day at 09:00 Indian Standard Time (UTC+05:30). Please adjust is according to your specific needs.

 

Step 2. Then, get all the items from that SharePoint List using the "Get items" Action and add a filter query to check and filter the Specific records where Start date of travel or/and End date of Travel is equals to today's date.

harshdeol_7-1718448947664.png

//Filter Query:

Currently, I am checking If either of the "Start Date of Travel" or "End Date of Travel" is equals to Today's date. Here is the expression:

Startdateoftravel eq '@{formatDateTime(utcNow(), 'yyyy-MM-dd')}' or EnddateofTravel eq '@{formatDateTime(utcNow(),'yyyy-MM-dd')}'

 

If you want to check for both Start Date of Travel and End Date of Travel, use below expressions instead:

Startdateoftravel eq '@{formatDateTime(utcNow(), 'yyyy-MM-dd')}' and EnddateofTravel eq '@{formatDateTime(utcNow(),'yyyy-MM-dd')}'

*** Paste any of these expressions in the Filter Query of Get items and please make sure to change the name of SharePoint columns if not same.

** utcNow() function is used in the expression to get Current Date and time (when flow runs). It returns date and time both.

*formatDateTime function is used to format the DateTime of utcNow() function to get the Date only.

 

harshdeol_3-1718448513964.png

 

Step 3. Add an apply to each that iterates of the Values of "Get items" and add a Send an email (V2) Action to send the email.

harshdeol_4-1718448649324.png

* In the body of send an email Action, I am currently sending the ID and link to item. But please change this accordingly to your specific requirements.

 

// SharePoint List and Items: 

Below is my test SharePoint list with Start date of travel and End date of Travel columns. Both are of Type - Date and Time (Date only).

harshdeol_5-1718448857173.png

//Output:

Received email.

harshdeol_8-1718449064301.png

 

Note: If the flow finds more than one item in the lists where today's date is matched. It will send more emails.

So, Number of emails received = Number of items matched.

 

Please try it at your end and let me know if you face any issues.

-----------------------------------------------------------------------------------------------------------------
If your question got an answer, please click "Accept as Solution ", If you liked my answer, please hit the "thumbs-up" 👍button.

Thank you,
Harsh Deol

Thanks so much! I have one more question. How do i make sure the flow looks for the assigned approver/technician and sends an email reminder to just that one person (the name would come from a SharePoint person list/column)?

Hi @andjelamiha97, please replace the static email value (see highlighted part in attached image below)" with the Dynamic content of "Approver/technician email".

harshdeol_0-1720106353378.png

-----------------------------------------------------------------------------------------------------------------
If your question got an answer, please click "Accept as Solution ", If you liked my answer, please hit the "thumbs-up" 👍button.

Thank you,
Harsh Deol

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