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r/PowerAutomate

▲ 3 r/PowerAutomate

Help with flow for getting teams meetings to create automatically using date from excel

Just installed today. Total newb so be gentle. I am an office worker that has a column on a spreadsheet (yes it’s already a table) that is full of dates. I want the trigger to be automatic whenever I enter a date on this table my spreadsheet (saved to one drive) will trigger a calendar event created. Basically I want teams to notify me of a follow up date automatically without having to create the event manually. Can’t fine a flow that already exists and the flow copilot writes for this is not working. Does anyone know of a video that already exists for this so I can see what I am doing wrong?

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u/Relevant_Ad3019 — 10 hours ago
▲ 11 r/PowerAutomate

Automation for Finance

I'm a finance manager for a small startup company. I am very hands-on and have to do everything from transactional accounting to financial reporting. Can you help me? Can you suggest various different automation flows to assist me? I currently use Power Automate to save invoices that arrive by email; filing is done through Power Automate. I also have a subscription to ChatGPT and Claude if necessary.

reddit.com
u/Michaelaa0305 — 19 hours ago
▲ 1 r/PowerAutomate

Trying to get my first flow over the line but keeps failing on the final step! Hhhheeeeèlllllllllppppppp

So everyday I get an email from the same person with a spreadsheet attached with the previous days delivery details. Ive been saving the excel attachment manually into a folder in sharepoint everyday. Im trying to automate it with mixed results. I can get the flow to trigger on receipt of the email, but apparently i can't save the file in one go (doesn't sound right, but thats what I've been told) I have to create an excel file in the destination and got it to name it the same as the attachment name, but I can't get it to take the data across. Am I totally reinventing the wheel here??

reddit.com
u/jonboyc-two-point-oh — 9 hours ago
▲ 2 r/PowerAutomate+1 crossposts

Power Platform Secure Score

Is anyone else experiencing inconsistencies with their secure score in power platform where it’s a certain score in the morning, and another during the day and then another in the evening?

reddit.com
u/Striking_One_3008 — 1 day ago
▲ 0 r/PowerAutomate

CUÁL ES LA RAZÓN POR LA QUE LA VERSION DE PAD QUE TENGO NO PERMITE LA DESCARGA DE ARCHIVOS SIN UN EXPLORADOR DE AUTOMATIZCIÓN. AYUDA!!!!

Estoy automatizando un proceso para descargar archivos frecuente desde una web privada a mi escritorio usando el explorador Microsoft edge, sin embargo me produce el error: no cuenta con un explorador de automatización.

reddit.com
u/VegetableRegister379 — 1 day ago
▲ 5 r/PowerAutomate

Forms to PDF but doesn't recognise the word doc it just made

Hi, sorry if this has been asked a thousand times.

I'm trying to turn a MS form into a PDF. I can get it to make the word document but when it comes to converting it to a PDF it can't find the word document it just made.

I'm using the word online convert word document to PDF option and I've selected the file name as body/Name. It's coming up with advanced parameters extract sensitivity label, and sensitivity label metadata, which I've put as no to both.

If I give it a specific file name it will turn it into a lot of PDFs but I can only read them if I download and open in word so defeats the purpose.

End goal is a PDF in a sharepoint folder. Any help gratefully received.

reddit.com
u/Accomplished-Emu3083 — 1 day ago
▲ 7 r/PowerAutomate

Automate HTML to PDF

I badly need help because my runs keep failing. I want to auto generate PDF file from MS Forms, and I came across the HTML to PDF conversion flow. This is my only way since I don’t have access to premium features.

However, during test run, the convert to pdf action always fail. I was thinking maybe it’s a problem with my code, can anyone help me please :(((

<!DOCTYPE html>

<html>

<head>

<meta charset="UTF-8">

<title>Call Report</title>

<style>

  body { font-family: Calibri, Arial, sans-serif; margin: 20px; font-size: 11pt; }

  table { border-collapse: collapse; width: 100%; margin-bottom: 15px; }

  th, td { border: 1px solid #000000; padding: 6px; vertical-align: top; }

  .header { background-color: #d3d3d3; font-weight: bold; text-align: center; }

  .section-title { background-color: #d3d3d3; font-weight: bold; font-size: 12pt; text-align: center; padding: 8px; }

  .total-row { background-color: #f2f2f2; font-weight: bold; }

</style>

</head>

<body>

 

<h2 style="text-align:center;">CALL REPORT</h2>

 

<!-- BASIC INFORMATION -->

<table>

  <tr>

<td style="width:40%"><strong>Relationship Manager/Branch Head:</strong></td>

<td style="width:35%">{{@{outputs('Get_response_details')?['body/r80702a20db7f46faa55ad4ab92fba488']}}}</td>

<td style="width:15%"><strong>Unit/Branch:</strong></td>

<td style="width:10%">{{@{outputs('Get_response_details')?['body/r81c918e36efc4875beb7c1bfcdbf226b']}}}</td>

  </tr>

  <tr>

<td><strong>Borrower:</strong></td>

<td colspan="3">{{@{outputs('Get_response_details')?['body/r5a6bdd56e21b4517b7b0f9160701f312']}r}}</td>

  </tr>

  <tr>

<td><strong>Nature of Business:</strong></td>

<td colspan="3">{{@{outputs('Get_response_details')?['body/r9fde63551fe24712a170b0cdc3882fca']}}}</td>

  </tr>

  <tr>

<td><strong>Type of Call:</strong></td>

<td colspan="3">{{@{outputs('Get_response_details')?['body/r73d7de5bdd0a4f7998da96b42453dc44']}}}</td>

  </tr>

  <tr>

<td><strong>Purpose:</strong></td>

<td colspan="3">{{@{outputs('Get_response_details')?['body/r6b4d2bdb3e4f4fca8341e93db606fa22']}}}</td>

  </tr>

</table>

 

<!-- FACILITY GRANTED SECTION - 10 ROWS -->

<table>

  <tr class="header">

<th style="width:30%">Facility Granted</th>

<th style="width:20%">Line Amount</th>

<th style="width:20%">Outstanding Balance</th>

<th style="width:30%">Security</th>

  </tr>

  <tr><td>{{@{outputs('Get_response_details')?['body/r846bf59e40354f8bb45b679d078f6c99']}}}</td><td>{{@{outputs('Get_response_details')?['body/re13b4a2695f34242954adb763074d916']}}}</td><td>{{@{outputs('Get_response_details')?['body/r6273a39f774b412f825f417c38d2c846']}}}</td><td>{{@{outputs('Get_response_details')?['body/r72fd0ae1e7bc4e8ebc763a82ce4c3497']}}}</td></tr>

  <tr><td>{{@{outputs('Get_response_details')?['body/re8e965c5b5724ccfbf1cc34add626091']}}}</td><td>{{@{outputs('Get_response_details')?['body/rcb624c4e89874cb69550244137537596']}}}</td><td>{{@{outputs('Get_response_details')?['body/r98e543fdc1f643e2b27d0e96e71eb979']}}}</td><td>{{@{outputs('Get_response_details')?['body/rc3bb2ddd3db644a9a8f09f03a02e6465']}}}</td></tr>

  <tr><td>{{@{outputs('Get_response_details')?['body/r93b8d13a1a5a4b7e9cadce25b1e23224']}}}</td><td>{{@{outputs('Get_response_details')?['body/r679792d8f8234992b97012362e05aee6']}}}</td><td>{{@{outputs('Get_response_details')?['body/r801153913c1e49929a6d73add5e49d42']}}}</td><td>{{@{outputs('Get_response_details')?['body/rf3d761d87a2b4c1aabdc4b32be8a212a']}}}</td></tr>

  <tr><td>{{@{outputs('Get_response_details')?['body/rcdb222c82ae443f7837d4851de04a1b6']}}}</td><td>{{@{outputs('Get_response_details')?['body/r039f4b24d0274d7a8c9d0fd592f9ee1b']}}}</td><td>{{@{outputs('Get_response_details')?['body/re1ce85c2d2104357ab8e30aa33152a4b']}}}</td><td>{{@{outputs('Get_response_details')?['body/re42b4d4c75ff424b9c21038266bc9b91']}}}</td></tr>

  <tr><td>{{@{outputs('Get_response_details')?['body/r8474bbc0bea045f2ab8e46ec856f22ba']}}}</td><td>{{@{outputs('Get_response_details')?['body/rc5a5d87184cc432883b44de48c7fb2a3']}}}</td><td>{{@{outputs('Get_response_details')?['body/r6d517019adaf4df3a11a5ecb74d5278d']}}}</td><td>{{@{outputs('Get_response_details')?['body/r7f5c274ceebb481e9c7d7c630a5490ba']}}}</td></tr>

  <tr><td>{{@{outputs('Get_response_details')?['body/rb6a76e1a6139494b893c9807af89fb25']}}}</td><td>{{@{outputs('Get_response_details')?['body/rc922305744be45be83cb2e266559a651']}}}</td><td>{{@{outputs('Get_response_details')?['body/r08f3ce3bc3ed45c5ba3b2abdeef6a93b']}}}</td><td>{{@{outputs('Get_response_details')?['body/r1f67e3810f544acd8a607d29935a36e0']}}}</td></tr>

  <tr><td>{{@{outputs('Get_response_details')?['body/r45f4f18120c04df3b1d0bfb3c946640a']}}}</td><td>{{@{outputs('Get_response_details')?['body/r659e74af9e1548d697ba131dbe9c4556']}}}</td><td>{{@{outputs('Get_response_details')?['body/r9a2412df7fdd4158b9b99d03fca27d44']}}}</td><td>{{@{outputs('Get_response_details')?['body/rd6d744ac23b743a695ba5e875313f56b']}}}</td></tr>

  <tr><td>{{@{outputs('Get_response_details')?['body/r5fca182f50e94ee38d08ffa873e735e7']}}}</td><td>{{@{outputs('Get_response_details')?['body/r7bbc13be2d0a4dd8bfebb388edf6389d']}}}</td><td>{{@{outputs('Get_response_details')?['body/rcb00731845064489aed2939d72303088']}}}</td><td>{{@{outputs('Get_response_details')?['body/rc8fb287fae5a47bdb3c0687a7ce5d57b']}}}</td></tr>

  <tr><td>{{@{outputs('Get_response_details')?['body/r819df7aed43c4f00be92950e8003cccd']}}}</td><td>{{@{outputs('Get_response_details')?['body/r499fbb7476bc482c89dd35c0a0ce4657']}}}</td><td>{{@{outputs('Get_response_details')?['body/rf31ea6aa18884d91a73d5055b4a47b49']}}}</td><td>{{@{outputs('Get_response_details')?['body/rc96f6476687843e79cc6b6d0b708f3bb']}}}</td></tr>

  <tr><td>{{@{outputs('Get_response_details')?['body/rc706b71b23c44552ab298442bd50aa92']}}}</td><td>{{@{outputs('Get_response_details')?['body/rf38e46e6bedc45e29d90beafbc9b7251']}}}</td><td>{{@{outputs('Get_response_details')?['body/r39dc1e2961534658a5812f7887a5c598']}}}</td><td>{{@{outputs('Get_response_details')?['body/rf0a3780c853d45fb947402b65893cd0e']}}}</td></tr>

  <tr class="total-row">

<td><strong>Total (Net of DBPL)</strong></td>

<td><strong>{{@{outputs('Get_response_details')?['body/r53588e8cf35141ad90f2b1983b4c1e1f']}}}</strong></td>

<td><strong>{{@{outputs('Get_response_details')?['body/r88ed875289ec42a7ae131dfe10efe371']}}}</strong></td>

<td><strong>{{@{outputs('Get_response_details')?['body/r78ca242218f8403e9194151952d84816']}}}</strong></td>

<td></td>

  </tr>

</table>

 

<!-- DATE AND PLACE -->

<table>

  <tr><td style="width:50%"><strong>Date of Call:</strong> {{@{outputs('Get_response_details')?['body/r6ba098b09a0845799c52404562f68e71']}}}</td><td style="width:50%"><strong&gt;Place of Call:</strong> {{@{outputs('Get_response_details')?['body/r444ed2fb91cf4000acfcaa2b797359bf']}}}</td></tr>

</table>

 

<!-- CALLING OFFICERS -->

<table>

  <tr class="header"><th style="width:30%"></th><th style="width:35%">Name</th><th style="width:35%">Position</th></tr>

  <tr><td><strong>Calling On</strong></td><td>{{@{outputs('Get_response_details')?['body/r59ff1ba71cd4472e812918c543676864']}}}</td><td>{{@{outputs('Get_response_details')?['body/r583dc4daef2945b59a5fe0cf4753ac3c']}}}</td></tr>

  <tr><td><strong>Calling Officer(s)</strong></td><td>{{@{outputs('Get_response_details')?['body/rb807a012aa874f17b0368854f46df5fe']}}}</td><td>{{@{outputs('Get_response_details')?['body/rf2183d76364f4d9c8508e3909c5b099a']}}}</td></tr>

</table>

 

<!-- CLIENT INFORMATION -->

<table>

  <tr class="section-title"><td colspan="2"><strong>CLIENT INFORMATION</strong></td></tr>

  <tr><td style="width:50%"><strong>Background of the Company:</strong></td><td>{{@{outputs('Get_response_details')?['body/r0065703d210d4a9aa8354838c4dc147b']}}}</td></tr>

  <tr><td><strong>Management and Ownership:</strong></td><td>{{@{outputs('Get_response_details')?['body/r018300a7e890487bb8122379e80db878']}}}</td></tr>

  <tr><td><strong>Years in Operation:</strong></td><td>{{@{outputs('Get_response_details')?['body/r0a7b59ac34fe4cb4b3f15e25e569a741']}}}</td></tr>

  <tr><td><strong>Products/Brands:</strong></td><td>{{@{outputs('Get_response_details')?['body/r4c5565993f9c4405bae1da21d5bb58e1']}}}</td></tr>

  <tr><td><strong>Suppliers and Inventory:</strong></td><td>{{@{outputs('Get_response_details')?['body/r7e5ac817865d4b7b84771b195b717924']}}}</td></tr>

  <tr><td><strong>Customer Terms and Receivables:</strong></td><td>{{@{outputs('Get_response_details')?['body/r1bd237bd3b6c49129eac1669db9de8cc']}}}</td></tr>

  <tr><td><strong>Operating Expenses:</strong></td><td>{{@{outputs('Get_response_details')?['body/r60252e371a0845678f2618ae65a7e3bc']}}}</td></tr>

  <tr><td><strong>Additional Information:</strong></td><td>{{@{outputs('Get_response_details')?['body/rdabc4902492e4c928f45b7ea13ccd329']}}}</td></tr>

</table>

 

<!-- LOAN REQUIREMENT -->

<table>

  <tr class="section-title"><td colspan="2"><strong>DETAILS OF LOAN REQUIREMENT</strong></td></tr>

  <tr><td style="width:30%"><strong>Facility Type of Loan:</strong></td><td>{{@{outputs('Get_response_details')?['body/rc5d382c960a748f0a9048ad0588a8bb4']}}}</td></tr>

  <tr><td><strong>Amount of Loan:</strong></td><td>{{@{outputs('Get_response_details')?['body/rbd02cd5b47f34b8f91633071107ad310']}}}</td></tr>

  <tr><td><strong>Tenor:</strong></td><td>{{@{outputs('Get_response_details')?['body/rb71a94274a354cfd88daf405976d7f38']}}}</td></tr>

  <tr><td><strong>Grace Period (if any):</strong></td><td>{{@{outputs('Get_response_details')?['body/rcfe4d02d447c47ffa83460929d28997f']}}}</td></tr>

  <tr><td><strong>Loan Purpose:</strong></td><td>{{@{outputs('Get_response_details')?['body/r4696c1ad792046ada6a1f47a054d2f15']}}}</td></tr>

  <tr><td><strong>Security/Collateral:</strong></td><td>{{@{outputs('Get_response_details')?['body/r1f89c5d6f59043edaf36f110a361dd48']}}}</td></tr>

 

 

<!-- FINANCIAL SNAPSHOT -->

<table>

  <tr class="section-title"><td colspan="4"><strong>FINANCIAL SNAPSHOT</strong></td></tr>

  <tr class="header"><th style="width:25%"></th><th>Previous Year</th><th>Current Year</th><th>% Change</th></tr>

  <tr><td><strong>Revenue</strong></td><td>{{@{outputs('Get_response_details')?['body/ra1bb61f21ce948b0b0cea1b5c99f1b78']}}}</td><td>{{@{outputs('Get_response_details')?['body/re76dd2ac1b6746b38320bea96442d6d1']}}}</td><td>{{@{outputs('Get_response_details')?['body/r1d847d69b390454797a6353f5cf2070c']}}}</td></tr>

  <tr><td><strong>Net Income</strong></td><td>{{@{outputs('Get_response_details')?['body/rd91194932568407aab848c387c905aea']}}}</td><td>{{@{outputs('Get_response_details')?['body/ra0db19b29c974f4e9ab8e391a499c807']}}}</td><td>{{@{outputs('Get_response_details')?['body/rd5681193a84341ae9794f377d3cd60ba']}}}</td></tr>

 

 

<!-- CASA ADB -->

<table>

  <tr class="header"><th>Account</th><th>CASA ADB 2024 YTD</th><th>CASA ADB 2025 YTD</th><th>% Change</th><th>Present Balance</th></tr>

  <tr><td>{{@{outputs('Get_response_details')?['body/rda5d34faa8b1426bb33b12c874118b04']}}}</td><td>{{@{outputs('Get_response_details')?['body/rd13c23ec558846ba9b014883324ff783']}}}</td><td>{{@{outputs('Get_response_details')?['body/r9701d580495549d5a7ad011c7cbaead3']}}}</td><td>{{@{outputs('Get_response_details')?['body/ra42a2b1dda1c469b8bd8fa5f5a101266']}}}</td><td>{{@{outputs('Get_response_details')?['body/r7282576b1db84ee6a3e292349e60e5d6']}}}</td></tr>

 

 

<!-- NON-TRADITIONAL PLACEMENTS -->

<table><tr><td style="width:30%"><strong>Non-traditional Placements (if any):</strong></td><td>{{@{outputs('Get_response_details')?['body/r17ff0348b2444dc2b9f7c6d5d1a6c8bc']}}}</td></tr></table>

 

<!-- RM ASSESSMENT -->

<table><tr><td><strong>RM Assessment:</strong></td></tr><tr><td>{{@{outputs('Get_response_details')?['body/r8131e8eb07c74157b350601d62d70167']}}}</td></tr></table>

 

<!-- RISK ASSESSMENT -->

<table>

  <tr class="section-title"><td colspan="2"><strong>RISK ASSESSMENT</strong></td></tr>

  <tr class="header"><th style="width:70%">Risk Question</th><th style="width:30%">Yes or No</th></tr>

  <tr><td>Book Pay Off</td><td>{{@{outputs('Get_response_details')?['body/r4e91fa4a0c0e483ab4580d2913aaaea9']}}}</td></tr>

  <tr><td>Re availment of paid portion is &amp;lt; 3 days</td><td>{{@{outputs('Get_response_details')?['body/r16546796be0845b8ab3324f015f3218b']}}}</td></tr>

  <tr><td>With incident of Past Due w/ MBTC or other bank</td><td>{{@{outputs('Get_response_details')?['body/r6577eabbbdfb4b24a720e67fbdc9ab8f']}}}</td></tr>

  <tr><td>With incident of overdraft</td><td>{{@{outputs('Get_response_details')?['body/r7bea3dbfea7a4954bbc4ce926e097a25']}}}</td></tr>

  <tr><td>Trading Assets &amp;lt;= STL</td><td>{{@{outputs('Get_response_details')?['body/rc485e20208e7463ead19249529b6572b']}}}</td></tr>

  <tr><td>CASA ADB is &amp;lt;20% of the total O/s with MBTC</td><td>{{@{outputs('Get_response_details')?['body/ref209b6ccfec4b549c42b8fb78b986fa']}}}</td></tr>

  <tr><td>Recent Capex without corresponding TL</td><td>{{@{outputs('Get_response_details')?['body/r4ab33f5447884f74ad2848b911a3171e']}}}</td></tr>

  <tr><td>Internal Issues</td><td>{{@{outputs('Get_response_details')?['body/r87a646e2556c4e988acbb1d122b0dfb8']}}}</td></tr>

  <tr><td>Declining Sales/Net Loss</td><td>{{@{outputs('Get_response_details')?['body/rf494d4e2c8834804a133cf12e235a4af']}}}</td></tr>

  <tr><td>Loss of Major Customers</td><td>{{@{outputs('Get_response_details')?['body/r4c57492514db497fa2c0e1c5a1845980']}}}</td></tr>

  <tr class="total-row"><td><strong>Risk Percent:</strong></td><td><strong>{{@{variables('NoCounting')}}}%</strong></td></tr>

 

 

<!-- FOLLOW UP ACTIONS -->

<table>

  <tr class="section-title"><td colspan="3"><strong>FOLLOW UP ACTION REQUIRED</strong></td></tr>

  <tr class="header"><th>Action</th><th>Person Responsible</th><th>Target Date</th></tr>

  <tr><td>{{@{outputs('Get_response_details')?['body/r190cbb9c347248db9316f626cf7215ee']}}}</td><td>{{@{outputs('Get_response_details')?['body/r83d7dfac12934822a755f97a5ae16ac6']}}}</td><td>{{@{outputs('Get_response_details')?['body/ra72c5e68fa9d40499df98cbc4ad20cc1']}}}</td></tr>

 

<!-- SIGNATURES -->

<table>

  <tr><td style="width:50%"><strong>Comment of Reviewing Officers:</strong></td><td>{{ReviewComment}}</td></tr>

  <tr><td><strong>Date:</strong> {{@{outputs('Get_response_details')?['body/rbe25b7420a84452c893d7d00ec8d62bd']}}}</td><td><strong>Date:</strong> {{ApprovalDate}}</td></tr>

  <tr><td><strong>Prepared by:</strong> {{@{outputs('Get_response_details')?['body/r743125cd11494de7803799af296ff197']}}}</td><td><strong>Approved by:</strong> {{ApprovedBy}}</td></tr>

 

</body>

</html>

reddit.com
u/yannyfive — 1 day ago
▲ 3 r/PowerAutomate+1 crossposts

Starting a beginner Power Automate series – what flows should I build first?

Hey everyone, I’m working on a beginner-friendly blog series on Power Automate.

The idea is to create simple, step-by-step flows that someone completely new can follow, before moving into Power Apps.

Would love your input:

What beginner flows should I cover first?

Any real-world use cases that helped you learn?

reddit.com
u/Independent-Hunt-370 — 2 days ago
▲ 6 r/PowerAutomate+1 crossposts

Unable to Embed images in email across platforms

Hi, so I have a power automate flow that I’m working on. It’s triggered when an email in dynamics D365 is changed to “Pending Send”. The flow picks up all the fields from D355 and is supposed to send an email through power automate “Send an Email (V2)” action.

The issue is, Images embedded in body (screenshots/signatures) are being automatically cropped or shows a broken window icon at the receiver’s end. Interesting bit is that in looks okay in outlook app but corrupted in outlook web.

This is what i have in input of Send Email step:

emailMessage/Body": "<p>@{triggerOutputs()?['body/description']}</p>",

Hosting on sharepoint might now be possible as users will be attaching any screenshots or images when writing an email in dynamics and send, wont be always specific set of images. Any leads would be very helpful, thanks!

reddit.com
u/Dear-Ranger2790 — 1 day ago
▲ 28 r/PowerAutomate+1 crossposts

Power Automate FlowDevKit

Hi everyone, I built a Chrome extension called FlowDevKit and published it in the Chrome Web Store and Microsoft Edge Add-ons Store.

I created it to solve common Power Automate pain points around debugging, analyzing, and copying flows directly from the browser.

Features include:

• Copy full flow JSON, triggers, actions, and connection references

• Browse run history and inspect errors

• Action performance insights

• Expression inspector and variable tracker

• Dataverse environment variables viewer

• 35 best-practice flow analysis checks

• Popup or docked side panel mode

Supports Power Automate, Power Apps Maker Portal, and Copilot Studio.

Privacy first: No login required. No data leaves your browser. Nothing is stored or sent to third parties.

If it sounds useful, feel free to try it. Feedback and feature ideas are always welcome. Of course it‘ll always be free.

https://chromewebstore.google.com/detail/flowdevkit/njceaeijokpaejghjflfpedoekhlkjld

u/JanDuever — 3 days ago
▲ 10 r/PowerAutomate

Outlook email -&gt; task in Planner

Hi, all. I just started messing with power automate and my goal is improve an existing workflow in the company I work. The workflow transforms emails received in a shared inbox to tasks in a board in Planner.

Some system emails follow a template and I managed to turn bullet points in the body of the email to items in the checklist of the task.

The problem is that I was not able to toggle the "show on card" option using power automate. This would bring the true value of my action as the checklist would be visible without having to open the card.

Any ideias?

Thanks a lot!

reddit.com
u/LinkZelda1120 — 3 days ago
▲ 3 r/PowerAutomate

Automate reading pdf doc and images when added to onedrive for expiry dates

Hi all,

So I am helping a company set up this workflow.

It is a company focused on providing healthcare contractors for disabled people so they need to collect a lot of verification docs ie. drivers license, certificates, etc.

What the client wants is when a new file (drivers license pdf scan, pdf of cert confirmation) hits the onedrive folder of the admin account, automation detects this addition, scan the material for any expiry dates then email the admin account as well as creating outlook reminders 8 weeks in advance.

example: if the drivers license pdf scan hits Onedrive, automation checks for expiry date 28 Jan 2027 then it will email the admin account of that detail + set up a reminder around 28 Nov 2026 that the drivers license is expiring soon.

our friend said sth about using an existing free OCR from MS to do this.

another said we could set up Claude cowork to do this.

Hopefully someone here has done this before and can point me in the right direction.

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u/Cultural_Mongoose_90 — 2 days ago
▲ 2 r/PowerAutomate

Please help me extract data from several PDF automatically and save it to an Excel file

In our company we need to automatically extract two items from PDFs (invoices) and automatically assign and enter these two items into a designated Excel spreadsheet. I have already created a flow with help of copilot (I am a newby).

The flow runs through without any issues, but at the end, Power Automate does not write to my Excel file. What could be causing this, and could you perhaps help me with setting up the flow?

reddit.com
u/Hungry-Bodybuilder58 — 2 days ago
▲ 2 r/PowerAutomate

RSS feed flow question (already checked the MS PA Community)

Hi all! I hope someone can help. I created a flow that is supposed to take a list of company names that are stored in an Excel file on SharePoint and check them daily against several specified RSS news feeds and sends an email to myself and two other people when instances have been identified.

Basically we want to know when client names come up in the news. I ran a check by adding a company name who is not a client but who I knew to come up in one of the feeds specified, but it was not captured and I don't know how to fix this.

reddit.com
u/animus218 — 1 day ago
▲ 7 r/PowerAutomate+1 crossposts

Getting Error code: Out of Memory

Today while trying edit one of the power automate flow, I got the this error code.

- tried clear cache and reset my browser

- tried laptop restart

But not change in the issue.

So, basically the flow is a bit complicated one with multiple loops, switch cases, approval flows, excel and SharePoint imports, emails, etc.

Also, this issue is started on today. Yesterday it was working and we were able to make changes and publish it.

Any of you have faced this issues ??

reddit.com
u/thegravitydefier — 4 days ago
▲ 4 r/PowerAutomate

Dataverse List Rows not returning expected data/results.

Sometimes debugging is just staring at an empty result and questioning life.

Ran into something unusual in Dataverse today.

I had two List Rows actions in Power Automate with nearly identical OData filters on a single line of text column. In one instance, the "eq" operator worked perfectly, while in the other, it returned no results. No error, just empty results.

Despite using the same logic, pattern, and column type, the "eq" filter did not yield the expected outcome. However, when I replaced "eq" with "contains()" for that specific column, it immediately returned the expected record.

I'm curious if anyone else has encountered this issue with "eq" filters in Dataverse.

reddit.com
u/Only-Musician-4400 — 1 day ago
▲ 8 r/PowerAutomate

Conditional Formatting from excel not picked up || Power Automate Flow

Hey guys,

I have created a Power Automate Flow that takes information from excel file in Sharepoint, then creates temporary excel file of it (saves it in Sharepoint), creates a pdf file from it (like screenshot of all info there), and then posts it in Microsoft Teams group as a Daily Update.

The issue I face is that when the information is posted in Microsoft Teams group, the conditional formatting that is visible in excel file (the one in Sharepoint) is not visible anymore in the posted version (pdf version). I guess it somehow does not pick it up when excel is converted to pdf.

Conditional formatting in excel is mandatory part because of the task I am doing (highlighting some numbers when they exceed benchmarks).

I tried including delays after each step in Power Automate Flow but it is not solving the issue.

Could anyone advise the possible other ways to try to solve this, so that conditional formatting would be visible once the excel is converted to pdf and posted in Microsoft Teams group?

Thank you in advance

reddit.com
u/TravelinaPasauline — 5 days ago
▲ 9 r/PowerAutomate+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?

reddit.com
u/Ok_Seaworthiness7458 — 5 days ago
▲ 2 r/PowerAutomate

Best practices to do multi branch scenarios

ok, I've been tasked to make a system to streamline movement of employees from unit to unit, and leaving the company.

There are several categories

• Type of transfer - acting, permanent, or leaving

• Current position - S,M,E

• New position - S,M,E

and a lot of different scenarios which change the workflow

- E to acting M within same branch

- E to acting M in different branch

- M to acting S within same branch

- M to acting S in different branch

- E leaving

- S leaving

- M leaving

- E to permanent M within same branch

- E to permanent M in different branch

- E to acting E in different branch

- E to permanent E in different branch

- And it goes on and on with all the combinations

How would you map this out?

Set up Switch conditions for Acting - Permanent - Leaving, then nested branches into the more complex combinations?

Or start with Choices - Leaving - not leaving, then nested Switch conditions for so the combinations - M > S then acting or permanent, then different or same branch?

Or Switch M > S acting - same branch, M > S acting - different branch, M > S permanent - same branch, M > S permanent - different branch

There are so many combinations and sub branching categories it's exhausting just thinking about the best way to organize this.

Any insight will be appreciated.

reddit.com
u/Western-Bell-7678 — 5 days ago