Monthly we send out reports that are specific to an account number and recipient. I followed a tutorial on how to input these emails into Excel, have it find the appropriate report, attach it to an email, and send the email with a message. We've worked through the kinks, and it seems to be working really well!
I would like after the emails are sent, for the flow to update the Excel document to show which emails were sent an attachment/email (specifically a column that says "Email Sent" and then either "Yes" or the Timestamp are inserted into the specific row for each email that was sent). What I've tried so far has not worked.
Below is how we have the flow set up, prior to adding the feature where it will update the Excel cell/row. Any thoughts? Thanks!
PS. I do not want it updating the cell/row unless an email has been sent. If no email was sent, then it needs to stay blank.
Information in columns is blacked out due to privacy.
I not an expert in this but looking at the Outlook 365 connector and what you can get I see the following:
But if you were to use the bottom one Export email and changed the excel fil to a SharePoint list you could use the following:
And save the email as an attachment to the sharepoint list item. And in doing this it will give you the date you want as term Modified. But that means you need to start from scratch.
I cannot confirm that the above will work, only a suggestion.
Regards,
Andrew
I will check this out! Might end up being better to have a saved copy of the email which the tutorial link seems to be doing. Appreciate your reply!
No problem, let me know if it works. I generally only use SP lists, yes they can take longer to input and setup but being able to add files into the item is useful. I have used it for my business to save a the signed copy of document with the data that helped fill out the file.
The only thing I do not know with your process is how many columns you have in your spreasheet that need to be transfered to a SP list. Do not forget that you can quickly pull all the data you do have by importing the spreasheet into a SP list to test whilst still keeping your current process in place.
Regards,
Andrew
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