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Customer experience | Sales, Customer Insights,...
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Automate Sending email with excel template

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Posted on by 86

I'm trying to make a workflow or flow in (power-automate) to send scheduled mails with exported excel template.

I found that I can make an action to "setWordTemplate" in the workflow but I can't find an action for Excel.

Anyone has any idea?

I have the same question (0)
  • Shelly Thomas Profile Picture
    25 on at
    RE: Automate Sending email with excel template

    To send the automatic emails via excel or google sheet you have to use different software such as mail chimp or others this way you can send email via excel. However, I suggest you always send 200 emails a day because more then that will automatically send to the spamming folder. 

  • Zap Objects Profile Picture
    919 on at
    RE: Automate Sending email with excel template

    Hi,

    You can use Zap Report/View Scheduler App to schedule mails with exported excel template. For more details, please refer blog: https://zapobjects.com/microsoftdynamics365_crm_ssrs_report_scheduler_app/new-feature-alert-now-schedule-multiple-excel-templates-to-be-received-in-single-email-using-zap-report-scheduler-app-for-dynamics-365-ce-crm-nov-2019/

  • Jessa Zaragoza Profile Picture
    5 on at
    RE: Automate Sending email with excel template

    Thanks for sharing I visit your blog apkomex.com/.../ and It is actually helpful.

  • Katherine Jack Profile Picture
    2 on at
    Automate Sending email with excel template
    To send the automatic emails  google sheet you have to use mail chimp, its a best software or others this way you can send email via excel. However, I suggest you always send 200 emails a day because more then that will automatically send to the spamming folder. 

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