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Filter and send Excel data by mail – Power Automate

Stop repetitive manual work. Use Power Automate to filter Excel report data and send it automatically to multiple ids.

Download sample file and follow along

Download and unzip the following file. Open the text file and then copy the contents. Paste it before the Output section in the Email Body Text before the output tag.

Contents

  1. The need – 00:00
  2. The solution – 00:49
  3. The process – 01:02
  4. Get the data – convert to table – 01:16
  5. Create list of entities and email IDs – 01:46
  6. Create list of unique entities – 02:12
  7. Import email data to Lists – 02:35
  8. Import report data to List – 03:21
  9. Customize the list – 03:44
  10. Create Power Automate flow – 04:01
  11. Get email data from list – 04:39
  12. Loop through the list – 05:29
  13. Get report data for current entity – 06:21
  14. Convert to table – 07:30
  15. Choose columns for data – 07:59
  16. Save and Test – 08:44
  17. Troubleshoot error – 09:39
  18. Create and send email – 10:19
  19. Add condition for emaildata table – 11:15
  20. Test the flow – 11:46
  21. Check test output – 11:48
  22. Add a border to the data table – 12:00
  23. Handling more data – 12:56
  24. Handling no data scenario – 13:20
  25. Increase data limit – 15:07
  26. Usage steps – 15:31
  27. Summary – 16:18

To add people to CC, follow the following steps:

  1. In the mail data table, add a column for CC.
  2. Add the email ids to the column.
  3. In the Send an Email step – expand all parameters (Show All)
  4. In CC textbox, refer to the CC column from mail data table.

Power Automate Copilot

Power Automate – Mailmerge with CC and Attachments

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