r/MicrosoftFlow

▲ 3 r/MicrosoftFlow+1 crossposts

How to automate a recurring live Poll in a Teams group chat like normal poll but it is automatically ?

Hi everyone,

I'm trying to set up what seems like a very simple weekly automation, but I'm hitting a wall with Teams/Power Automate limitations. My Goals is to make a weekly poll on thursday to ask in a Group which days you come to office next week. And it is automatically sent on Thursday weekly
Do u guys have any solutions?

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u/noahdgo — 3 hours ago

Does anyone here use Power Automate with AI builder with invoice processing ?

Currently, my group process around 6,000 invoices per month from approximately 700 different vendors. I had contractor quote for a custom OCR process workflow, but I feel that the contractor is charging a significant amount for their custom solution that could be done using power automate's AI builder for much less.

My main requirement is to extract specific fields from the PDF version of the invoice so the data can be fed into my ERP system for processing. Is this something that Power Automate with AI Builder can handle?

I currently have Power Automate Premium, but not with AI Builder. Based on what I’ve seen in YouTube videos, the invoice processing capabilities in AI Builder look very promising and consuming AI tokens when doing OCR data extraction:
https://learn.microsoft.com/en-us/ai-builder/flow-invoice-processing

I’ve also looked into Path UI, which appears to use a similar token model for OCR. However, I’m leaning toward Power Automate with AI Builder, as I’d prefer to build and manage everything in-house and since I already have Power Automate.

Can anyone share their experience with AI Builder? Can you have preset templates for specific vendors? How many AI tokens are typically consumed per invoice flow?What do you like / dislike ? Do you think it would work for my situation?

u/much_guilelessness — 10 hours ago

Flow Documenting

I always hated documenting my flows. Smarter people than me are probably already doing this but today I dumped a solution (single desktop flow in it) to my local drive then setup OpenAI Codex to read the solution directory. It read the flow and created a nice image of subflow flow and a great document. This is a really big flow and would have taken me hours if not days to create this documentation for a customer. Just thought I would share.

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Flow for PDF creation

Hello, still really new to power automate. I want to make a form that collects data, which is then stored as a PDF on sharepoint. Basically, we are making a program to catalog each project that come in, and under each project there is 15-20 forms to be completed. I want to automatically start a new folder for each project. Any tips? Thank you!

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u/National-Ad-1041 — 1 day ago

Struggling to understand Custom Connector with Managed Identity

Hi everyone.

I recently wanted to try out the new secret option on custom connectors where you can connect to an API using a Managed Identity.

I followed this documentation which I found online → Access API’s in Power Platform Without Secrets Using Managed Identity in Custom Connectors

I got everything set up but I'm really struggling to understand the "Connections" part in the Test section of the Custom Connector configuration and the documentation doesn't go deeper on this topic.

https://preview.redd.it/cd7ezd9vdbwg1.png?width=1109&format=png&auto=webp&s=aaae35503ca3edf23a47a83509ce77217a344f86

To my understanding, the whole idea of using a managed identity is to eliminate the use of client secrets. Additionally, when I hit "New connection", I'm forced into a user authentication flow with a following approval request. But that's not what I want. I want it to authenticate as the Managed Identity.

https://preview.redd.it/qsjie7zndbwg1.png?width=500&format=png&auto=webp&s=2726b71575472be8da982f59d50a14cd3f3d0d60

In the end, my goal is to build a custom connector which connects to Graph API using a managed identity. I then want to share this connector with specific group of people so they can use this connector in their Flows and Power Apps without using their own Entra ID Account or Client Secret but the connected Managed Identity.

I'm pretty sure that I'm missing a point somewhere... Really appreciate if someone could bring a light into this.

Thank you <3

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u/fluege_taetscher — 2 days ago
▲ 2 r/MicrosoftFlow+1 crossposts

Help with MS Forms File upload -&gt; Populate Word template

Hi, maybe a simple one, but I'm trying to populate a picture content control on a word template (using the Populate a "Microsoft Word Template" action) but am having trouble getting the image into the correct data type. Because it is a group form the image is stored in SharePoint but nothing I'm doing gets the "Get File Content" action to locate the file. Any help is much appreciated.

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u/AidanPA — 7 hours ago

Power Automate issue

Hello everyone! I’ve noticed that there are issues with Power Automate, including an “Out of Memory” error. It also shows that some connectors have problems, but after a while it kicks me out of the page and reports this memory-related error. Is anyone else experiencing this? Does anyone have a solution that would allow access to flow editing without the page crashing?

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u/West_Highway_520 — 5 days ago

Adaptive card in outlook email using service account not working

I created an adaptive card with an actionable message in a compose action and then sending it by email. The email only has the output of the compose. It worked when the outlook connection was on my user but as soon as I changed it to the service account, it doesn't work anymore. The email is just empty and doesn't have the adaptive card at all in it.

I flipped back the connection of the outlook to my user and it works again.

The service account has pretty much all the same access as my user, even more, but is anyone aware if there's a special access required to be able to send adaptive card with actionable message?

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u/ThePGee — 5 days ago

Power Automate M365 - Get Planner Task Details - how to get around the 5,000-rows limit

In Power Automate Cloud, I have a flow (scheduled once a day) that retrieves all data from MS Planner; the tasks are then consolidated into a single ".json" file, which I subsequently transform into a report in Power BI. The problem is that my Plan will soon have more than 5,000 tasks, which is the limit for the M365 version of Power Automate. We also have the free version of Planner, so Dataverse isn’t an option, and unfortunately, I can’t use the Graph API.

Is there any other way to exceed the 5,000-item limit in the M365 non-premium version of Power Automate?  

https://preview.redd.it/zm8annw73ivg1.png?width=517&format=png&auto=webp&s=a7fcc29f30f17e6f7aebf8baf82de85987f2c735

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u/CompleteChocolate149 — 6 days ago

Clickable hyperlink in SharePoint list to open email received

Hi,

I would like to know if there's a way to have my flow to:

  1. When an email is received in a shared mailbox, create an item in SharePoint list
  2. Add a hyperlink to a column that when clicked, will lead directly to the actual email received

So far I've only managed to have a hyperlink leading to the shared mailbox. Apparently using deeplink with shared mailbox cannot do this because an email from a shared mailbox doesn't reliably create a unique email id.

Any help is greatly appreciated

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u/Wyl_Younghusband — 5 days ago
▲ 9 r/MicrosoftFlow+1 crossposts

Power Automate Variable Help

I am setting up an automation that will read the body of an email I receive and extract an email in the body of the text to then send a thank you email to. I was using this expression:

trim(
last(
split(
first(
split(
triggerOutputs()?['body/body'],
' '
)
),
'Purchaser Email'
)
)
)

when I realized this won't work as the email is on a separate line:

https://preview.redd.it/fnm12ff60svg1.png?width=341&format=png&auto=webp&s=4f051493dce99f1dd7dbe99ea49a09c4a381a85f

Any recommendations on edits to my expression?

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u/Ok_Seaworthiness7458 — 5 days ago
▲ 4 r/MicrosoftFlow+1 crossposts

Integrating Power Apps with Microsoft Automate

My flow on Microsoft automate worked just fine but I wanted to integrate with power app to create a visual for it and to make it easier for other people to use it. It basically generates a word document extracting the information from a table. The user only has to select which city they want to create that document (dropdown) so every information will be extracted with that filter and added to the model.

My problem has been with the power apps. My flow can take up to 30 seconds to run. So I want a “waiting message” so that if the user clicks the button to download the doc too soon the system will tell him to wait and even without it has had to some troubles working.

The codes that aren’t running:

On the first screen I wrote under OnHidden : Set(varLoading; true);

Set(varLink; Microsoftfluxname.Run(Dropdown1.Selected.Value).filelink);

Set(varLoading; false)

filelink is the name of my title on my command “Respond to a Power App or flow” on Microsoft automate

See it under:

“body”: {

“filelink”:“@outputs(‘Create_sharing_link_for_a_file_or_folder’)?[‘body/link/webUrl’]}”

On the second screen (on an icon) I wrote under OnSelect :

If(IsBlank(varLink);

Notify(“Loading document… wait”; NotificationType.Information);

Launch(varLink)

)

That last code also has some problems according to the app verification

Please help! I’ve been stuck for a week!

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u/Kn33withPain — 8 days ago
▲ 6 r/MicrosoftFlow+3 crossposts

Why does my Power Apps background zoom in when I preview?

Hi everyone,

I’m currently struggling with an issue in my Power Apps canvas app.

Whenever I change the background image, it looks fine in edit mode—but when I preview the app, the background suddenly zooms in. Because of this, the layout looks off and some parts of the image get cropped.

I already tried the common fix:

•	Set X = 0

•	Set Y = 0

•	Set Width = App.Width

•	Set Height = App.Height

But the issue still happens during preview.

Has anyone experienced this before?

Is this related to ImagePosition (Fill vs Fit) (I choose Fill) or Display settings like Scale to fit / Lock aspect ratio? (i locked this both)

reddit.com
u/StomachLeading6618 — 6 days ago
▲ 9 r/MicrosoftFlow+1 crossposts

Issue with my flow on PA connected to my MS List

I have created a MS List for offer approvals at my company. I set up the Flow in PA and it keeps failing. Where it is failing is I need to send to one group email for approval, but I need to cc the HRBP and TA team as well. HRBP can change each time, but TA stays the same. Neither of them need to appprove just have line of sight to it. Copilot was no help bc everything it said to do still fails. I set up Send email (v2) to go to the the dynamic HRBP column and added the cc there for TA also and added their email addresses.

Anyone got a few minutes to help a girl out? I have learned manually and trial and error and by watching videos but I cannot get this to work. Caveat to say I had to set up a sandbox essentially in Sharepoint in order to get MS List to work so I have not moved it to the team I need it in just yet.

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u/Forsaken-Tone-5036 — 7 days ago

How to save email when it arrives to o365 groups mailbox??

For the life of me I cannot figure out how to save an email that comes into a O365 groups email inbox. Is the "when an email arrives to a groups" trigger even the right one? if it is, how do you get the body content of the email? when I try post body it is just blank.

reddit.com
u/quartzaholic — 6 days ago
▲ 13 r/MicrosoftFlow+1 crossposts

Struggling with email signatures in Power Automate

Hi everyone,

I’m working on a mailing flow and I’m stuck on something that seems simple but is driving me crazy: adding an image/logo to my email signature.

I’ve spent hours watching YouTube tutorials about using Base64 to embed images. I tried following them step-by-step, but I kept getting the dreaded "broken image" icon (the little box with a question mark) in my Sent items and for the recipients.

Because it wasn't working, I actually removed those specific "Get File Content" and "Compose" steps from my flowto start fresh. My IT skills are a bit hit-and-miss, and clearly, I'm missing a crucial detail.

My current setup:

  1. Manual Trigger.
  2. List rows in Excel: To get the mailing list.
  3. Get file content (SharePoint): Currently only used for adding attachments.
  4. Send an email (V2): Inside a "For each" loop.

Help this non-technical girl out!!!

reddit.com
u/Delicious-Ad9330 — 9 days ago

Flow to read specifc data in an excel spreadsheet

Hi all,

I'm attempting to create a power automate flow to read an excel spreadsheet that is populated with data (over 2000 rows and 20 Columns) and filter data from a specific column, to read keywords in that specfic column.

For example i want to retrieve and list all records in columnn P that say Job=Doctor. Then i want the flow to create a new sheet on the same excel document listing all the records with the Job=Doctor data. The data is not in a table format but is relatively structured i.e. column 1 says name column 2 email and so on.

How would i best achieve this i'm relatively stuck. I've tried currently doing the flow without a table initially so not touching the excel sheet at all just doing all from powerflow and doing the flow after making the excel sheet in tabular form, though this is for an automation project so ideally just need the flow to read and do actions on the data with no manual input.

I've tried manually triggering the flow action, create a table action with details on table range and giving the table a name (data source table) then create a worksheet action giving it the same file path and a name, create a table action 1 same filepath and new name for new table on the new worksheet, list rows present in a table same filepath i provide the sourcedata table and a ODATA query to find data in column P and then an apply to each loop to add rows into table based from data in previous steps.

When i do it when the data is in tabular form steps are pretty much the same except i only create a table and worksheet for new sheet for transformed data.

Sorry for the huge paragraph but i'm really stuck and could use some help! Hopefully all makes sense but happy to provide clarification and thanks for advice!

Edit* Just to add further context i seem to be getting errors where it seems to be failing to retrieve the tables that I have created through powerautomate, this is shown through retreval errors and also dynamic content does not seem to display for me to put into other fields.

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u/Sharpjake98 — 9 days ago

Help with Flow for email results from Form

I could be doing this the wrong way, so I am open to suggestions if there is a better way.

Within our company's SharePoint, I created a Form that results to a List which works as intended. I created a Flow that sends an email when a new item is created (form is filled out). This Flow works except for the single multi-select question. When I format the 'Peripherals' result like the other questions, it adds a 'for each' box and causes a separate email to be sent for each peripheral that is selected.

How do I format this, so the selected peripherals are listed in one email, on one line, separated by commas? I tried figuring this out with copilot flow but was a bit confused and had no luck.

Multi-choice peripherals question from the form

Flow that works before I add peripherals

Flow that sends separate emails if more than one peripheral is selected

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u/tonsoffun49 — 8 days ago