📎 This article includes 1 downloadable practice file ↓
Renewals, document submissions, payment follow-ups: if they live in an Excel list, Power Automate can email people before they’re due.
Prepare the Excel file
Store it on OneDrive/SharePoint and format the list as a Table (Ctrl+T) named Reminders, with Name, Email, Item, DueDate and Status columns. Flows can only read tables.
Build the flow
- Scheduled cloud flow, daily at 9:00.
- List rows present in a table; set Filter Query
Status eq 'Open'. - Apply to each row with a Condition: due within 3 days.
- Send an email (V2) to the row’s Email with the item and due date.
- Update a row (key column: a unique ID) to set Status = Reminded.
⚠️ Excel stores dates as serial numbers; the connector may return 46299 instead of a date. Either store due dates as text yyyy-mm-dd, or set the action’s DateTime Format to ISO 8601.
Where people go wrong
| Problem | Fix |
|---|---|
| No table found | Format the range as a Table |
| Only 256 rows read | Turn on Pagination in the action settings |
| Reminders sent daily forever | Update Status after sending |
More: Excel to email reminders.
Practice
Follow the steps file with your own Reminders table.
📎 Practice files for this article
- 📄Lesson 4 step-by-step guidePrintable steps to build the flow.⬇ TXT · 492 B
Free to use for learning. Files with macros (.bas) are plain text — import them with Alt+F11 → File → Import File, and always test on a copy.
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