By enabling users to easily and securely automate operations and employ intelligent workflows, Microsoft Power Automate increases user productivity. Users may create time-saving workflows that can handle anything from little chores to complex systems with the help of pre-built connectors. The platform’s Flows robotic process automation (RPA) functionality is used to implement automation triggers. The Microsoft Power Automate platform, which is available both on-premises and in the cloud, combines user-interface-based automation capabilities and API-based automation capabilities through Flows. Mouse clicks, keyboard input, and other user-interface flow actions can all be captured and processed into smart, safe workflows. We mentioned below are the steps to send reminder using Microsoft Power Automate.
Steps to send reminder using Microsoft Power Automate
Step 1: Create “Schedule Cloud Flow”, which runs during certain time intervals as we set in the configuration. Step 2: To specify the configuration for the flow. Step 3: Adding steps in Flow, configure the recurrence criteria. Click on the “…” to find the additional options. Step 4: Click on the “Settings” button to configure the Time Interval and Frequency. Step 5: Add a new step for SharePoint list to “Get Items” that are matching the criteria of “Due Date” nearing in 3 days from the current date. To achieve this, we can make use of the “Filter Query” option. Step 6: Loop thru the list of tasks that are nearing the “Due Date” and send an email to the team member responsible for the task (assigned to). Step 7: After the selection of “Apply to each”, from the Dynamic content select the value for the output from previous steps. Step 8: Then choose an operation for sending email. Step 9: In the Send an email (V2) action, we can configure To, Cc, Bcc, Subject, Body, and Attachments also. Step 10: You can also include the link for the task in the email by selecting “Link to item”. Step 11: After completion, you can save, check the Flow and finally test it. Step 12: On clicking the “Test” it shows the “Test Flow” pop-up. You can select the “Manually” option and click on the “Save & Test” button.
Final Words
We hope you like our article on how to send reminder using Microsoft Power Automate. A promising tool for industry demands is Power Automate. The list of areas where the platform excels will keep growing as the platform matures. Microsoft successfully accomplished its goals of being well-designed, a user-friendly platform for automation solutions, and giving users without a background in technology the capacity to construct automations. Through a cloud-based system, this platform’s simple to complex automation features securely streamline workflows across many departments.
