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Flow to create csv file and save in sharepoint

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Posted on by Rasi

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guys,

I am trying to create a flow so that it runs everyday and creates a file in sharepoint with data that meets the criteria. Scenario: I want csv file to be created on daily basis which contains contacts whose birthday is in 1 day. File needs to contain name and address.

Hope it makes sense.

Many thanks in advance

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Martin Dráb 239,040 Most Valuable Professional on at

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Are you talking about Power Automate? If so, please ask in Power Automate Community.

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Leah Ju Microsoft Employee on at

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Hi Partner,

Please refer to the following steps:

1.Create one scheduled flow:

https://learn.microsoft.com/en-us/power-automate/run-scheduled-tasks

2.Retrieve all contacts to get someone whose birthday is in 1 day.

https://learn.microsoft.com/en-us/power-automate/dataverse/list-rows

3.Select action:

4.Create CSV table action:

5.Create file in sharepoint:

Test:

I hope you can verify my answer if it helps you! If you have any questions, please feel free to contact me.
Regards,
Leah

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Ralf Pi 29 on at

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Here's a simplified example of how your flow might look in Power Automate:

Trigger:

Recurrence: Daily at a specific time (e.g., 8:00 AM).

Get Contacts:

Connect to your data source (e.g., CRM system or database).

Use the appropriate action to retrieve contacts whose birthday is in 1 day.

Prepare CSV Data:

Use the "Create CSV table" action.

Map the contact attributes (name and address) to the appropriate columns in the CSV table.

Create SharePoint File:

Connect to your SharePoint site and document library.

Use the "Create file" action.

Set the file name and specify the file content using the CSV data from the previous step.

End Flow:

Your flow can now end, and you can set up notifications or additional steps as needed.

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