Excel update by email

[motyo]

I would like to create an automation which would help me keep track of my teams membership payment.

Right know everyone sends me an email with the picture of the transaction sent and then I would manually update the excel that for that month he has paid.

Is there a way that with Power Automate I can create this? The excel has the following columns: Name, email and the months. I am not sure how can I tell the automation to get the month from the email's received time and then update the column corresponding to the month. And after that just give it a value of 1 and the with conditional formatting I can make it green.

[AndrewR1 · Accepted solution]

Hi @motyo there is a way to achieve this using Power Automate so the trigger for you flow would be when an email is received in to your inbox and the subject contains "membership payment" then you would need to create and train an Ai model to take the text out of the Image that is attached to the email and then have this create a new row in your excel spread sheet. 

The basic flow would look like this: 

This may be wrapped in an apply to each but this is the general idea you may have to play around and tweak things but this is the concept of how this would work for you. 

Also have you tried using co-pilot to get you close to your goal? try using the text to automation to see if this will give you a good starting point: 

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Thanks
Andrew

[motyo]

Do you mind sharing the update row part of the automation? And also this AI part is it available without any subscription?  Thanks

[AndrewR1]

Hi @motyo I have just created a test power automate this is not using real data!

I just wanted for you to get the gist of how this would work as I didn't create and train the AI model my self but you would use the dynamic content passed back form the AI model to fill out each column in your excel table.

Here is more information for you on how you can use this Connector you could also use variable outside of the Apply to each see this example on how to do that: 

https://learn.microsoft.com/en-us/ai-builder/flow-text-recognition 

Andrew