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Anonymous
Not applicable

How to use Power Automate to send daily tasks via email with status updates based on user selection

I have an Excel spreadsheet with columns for member name, email addresses, tasks, and a status column. I want to create a flow in Power Automate that sends one task per day (like one task - one day) via email to each member with options for 'Done' and 'Undone'. If a member selects 'Done', I want the status column to update to 'Done', and if 'Undone' is selected, I want the status column to update to 'Undone'. The next day, I want the undone task from the previous day to be included in the email along with the new task of that particular member, i have given excel data sample for reference. How can I accomplish this?

i created a sample workflow as well

for more clear explanation:
i want the iteration to stop after sending one task to person1 and one task to person2 one day. and then continue another day, but its not happening like that because of apply to each action, its iterating every row, after sending one one task to person1 and person2 i want the loop to be stooped after capturing there responses of course.
for example:
scenario 1:
person1 got a mail of task1 , he select undone, update the status column with undone
Another day, person1 will receive task2 with options along with task1 with options (since it was undone)
scenario 2:
person1 got a mail of task1, he select done, update the sheet with done, then another day only the task2 with options should be send because task1 is marked as done yesterday only.

4 REPLIES 4
Anonymous
Not applicable

here is the sample excel data

Screenshot from 2024-03-15 12-01-47.png

Hi @Anonymous ,

Thank you for providing a sample data,

Here is a suggestion, Why don't you add a delivery date field to your already created table,

That way you can filter your table based on that specific delivery date for your flow to run and add a delay action and another filtered table based on that specific date or task.

Joseph_Fadero_0-1710837014913.png


Kindly feel free to like my post and mark as a solution if it resolves your issue

Anonymous
Not applicable

sorry but i did not understand, like ok ill create a column delivery date but then what how should  setup myflow according to it, i didnt get it, can explain it again?

Joseph_Fadero
Continued Contributor
Continued Contributor

Let me try to elaborate further,

Trigger: You want it to run manually thus your manually trigger a flow action.

Action: List row present in a table, Under the ODATA you can set the filter to filter it based on a column let's have that as Day eq 'Day 1",

Send an Email with Option, 

Update a row, Update the table based on the Option the user selected that way you can change the day value to day 2 for those that are undone. 

Add a delay action to delay the flow from running the second process by a day, then add another list rows to check if the value is eq to Day 2 and basically repeat the process above.

Disclaimer the method listed may not necessarily be efficient, and may involve a long flow sequence, But I believe it should be able to assist with your use case scenario.

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