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How to send an outlook email with an excel workbook attachment from a sheet in a shared excel book

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Posted on by AP-21120214-0

Hello,

I am looking to automate an email process that my team does manually everyday. We send this email to the same recipients.

We currently copy values from a sheet in one of our sharepoint workbooks into a new workbook, save the new workbook locally, and then send the book as an email attachment.

I am looking to build a manual trigger flow that takes the sheet in the existing sharepoint workbook, saves it as as a new workbook (values only and includes tomorrow's date in the workbook name), and then sends the email to the recipients with a subject line that has tomorrow's date in it. (I've figured I can use a function to update the names and subject line with tomorrow's date)

Please let me know

Thanks

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Business Process Flows

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AP-21120214-0 6 on at

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How to send an outlook email with an excel workbook attachment from a sheet in a shared excel book

Nived,

Apologies for the very late reply.

If, for example, in your 'input file' you had the following conditional formatting:

Is it possible to apply this conditional formatting to the newly created file as modified in your steps 3-5?

I have the conditional formatting in both the table in the 'input file' and the table in the 'template file' in steps 1.

Thanks
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Nived_Nambiar 17,819 Super User 2025 Season 1 on at

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How to send an outlook email with an excel workbook attachment from a sheet in a shared excel book

Hi @AP-21120214-0

Did not get what you meant by conditional formatting ? could you clarify ?

Thanks & Regards,
Nived N
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AP-21120214-0 6 on at

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How to send an outlook email with an excel workbook attachment from a sheet in a shared excel book

Thanks Nived,

You are a saint! The only other question I have is how can we keep the conditional formatting in the table?

Thanks again!
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Nived_Nambiar 17,819 Super User 2025 Season 1 on at

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How to send an outlook email with an excel workbook attachment from a sheet in a shared excel book

Hi @AP-21120214-0

If you are planning to do this via power automate cloud flows- please keep the following things in mind for prerequisites

1. Power Automate for excel operations requires tables to be created as data via excel actions in power automate cloud flow can be identified via tables constructed within sheets, so recommended to enclose the data in each sheet inside a table and table should have name same as that of sheet in which data resides

2. Also please create a template excel file which contains the sheet having name as required in new workbook and also with same columns serving as a template.

This is the input file created for the demo

This is the template file created

Now , let start the flow design !

1. Use trigger when file is created

2. Use get file content to get the content of template file

3. Use create file action to create the file using template file content and with name as tommorow date (name can be changed as per your specification - used for demo purposes)

Expression -

concat(formatDateTime(addDays(utcNow(),1),'yyyy-MM-dd'),'.xlsx')

4. use list rows action to list all rows in input file

Note: Table name has been written as custom value, it won't appear in table field as dropdown value.

5. use apply to each to loop through the table values and add row to new file created.

Here Note that Table field value is written as custom value

Now outside the loop - use a delay action (it is added as sometimes file need to take time to get updated)

Get the file content of the updated file using get file content

Now use send email action to send the email by attaching the attachment as shown below

Thanks & Regards,
Nived N

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