Automate Emailing Excel Task Reminders with ZERO Coding!

With Power Automate's point and click interface anyone can automate repetitive tasks. In this video we look at how to automate emailing reminders based on an Excel task list.

0:00 Introduction
0:47 Data Format Requirements
1:18 Power Automate Excel Add-in
2:03 Opening Power Automate Online
2:19 Create Scheduled Cloud Flow
2:50 Get Data From Excel
3:39 Filter Data in Excel Table
5:45 Exctract List of Emails from Table
6:22 Get a Distinct List of Emails
7:00 Exctract Data for the Email
8:07 Create HTML table
9:35 Create Email
11:05 Recap Steps
11:34 Test Flow
11:58 Inspect Steps

[jameslanceley]

Very informative, thank you Mynda. As a school we use Gmail as our mail client, so i have replaced the Send Email v2 connector with a Gmail send Email (2) and works a treat. Thanks again

[antoniomanicone]

Excellent tutorial. Excellent explanation. The flow can be easily adapted (with the great explanations of Mynda), to different flows. Thanks for sharing Mynda.

[WilsonC]

You alleviated my discomfort! I liked your video since it solved my problem, especially the part about sending a single unique email to a list of outstanding rows rather than sending many emails to a person for an overdue task! Brilliant! You're the greatest! 🤩😘🥰

[darrylmorgan]

Hi Mynda!Great Tutorial.I Found Power Automate Frustrating At First But Now Love It...Thank You :)

[yvonnewilliamson]

Thank you so much!! It has taken me a lot of attempts and a lot of different tutorials! This one was so easy to follow and I did it! We now have an automatic email reminder for our tech subscriptions at a school. Great life saver so we do not forget anything!!

[ailyn]

Excellent explanation! concise and easy to follow, thank you so very much for sharing this.

[joannablack]

I would love to be able to do this but with creating separate Excel workbooks for each. I tried using the OneDrive "Create File" function but couldn't get it to work. Love this tutorial! Thank you so much for all you put out there!

[dmha]

Thank you. I had to watch it twice to understand what was happening. Can't wait to try this out.

[ivanbork]

Absolutely like it – very useful, hope You will give more examples and good ideas in the future

[pcodello]

Thank you for sharing, this is very useful. I am trying to do some automation to update a few files and this will help a lot. Thank you again.

[chrism]

Hi Mynda, excellent video, I'm going to try this out, thanks!

[wayneedmondson]

Thanks Mynda. Useful lesson! Thumbs up!!

[ericdai]

This is exactly what I am looking for! The alternative combination to replace difficult VBA code!

[hajeraabdullah]

Great tutorial, thank you for sharing!

[GurinderSingh-mhln]

Hi thanks for the video, do you have video for creating outlook calendar event from excel with capacity to auto update if there is any change in the excel thanks.

[YT-cdvi]

Thanks, was searching for this. Got Office Prof but not business 365, so will need to wait for that I guess.

[Officeinstructor]

Excellent tutorial Mynda, thanks for sharing. I couldn't add the filter for the second action as I failed to find the proper format for Canada EST. Otherwise, it worked fine.

[ryankitchen]

Thank you so much for this! Is it possible for filter query eq the date and older? I want emails to continue to keep coming until the reminder date has been changed to a future.

[briancashjr]

Hi Mynda, really great tutorial. Is it possible to break the items pulled from the excel into the body of the email? They load in fine but are all cramped together. Is there a way to add breaks between items in the filter array to better list out the headers and values?

Also, is it possible to list multiple dates in the excel so that the emails could fire on certain assigned dates in the future?

Kind regards from Dublin, Brian

[wowcolors]

Very nice, it would be cool to set this up to setup takes in Planner and allow recurring events