Stop wasting hours manually summarizing Excel or Microsoft List data! In this Power Automate tutorial, you’ll discover how to automatically generate and email personalized HTML tables to each manager, even when they oversee multiple clients—no more copying, pasting, or messy workarounds. If you’re looking for a smarter way to handle workflow automation with the Power Platform, this is the solution you need.
We’ll walk through a practical, real-world scenario: taking a cloud-based Excel table (or Microsoft List), extracting distinct manager and client names, and sending each manager a custom summary with unique tables for each client they manage. You’ll see how to avoid common pitfalls like nested loops, and learn tips for keeping your flows efficient, scalable, and easy to maintain. Whether you’re a citizen developer or IT pro, this low-code approach is a game changer for digital transformation and business process automation.
What You’ll Learn:
✔️ Build a Power Automate cloud flow that parses Excel or List data and identifies distinct managers/clients
✔️ Automate the creation of individualized HTML tables for each client under a manager
✔️ Send dynamic, styled summary emails to each manager with their relevant client data—no manual effort
✔️ Extend the solution to handle unique email addresses and reuse it for other workflow automation needs
Timestamps:
00:00 – How to Automate Personalized Manager Summaries from Excel with Power Automate
01:12 – Step-by-Step Demo: Setting Up the Flow
01:56 – Extracting Distinct Manager and Client Values
03:06 – Creating Dynamic HTML Tables for Each Client
06:50 – Building an Array of HTML Tables for Efficient Processing
11:55 – More Ways to Get Unique Values Without Errors
12:50 – Filtering and Matching Tables to the Right Managers
15:37 – Merging HTML Tables for Each Email
18:03 – Automating Email Delivery to Managers
19:06 – Live Demo: See the Automated Emails in Action
20:03 – How to Automatically Use Unique Email Addresses
22:49 – Wrapping Up & Next Steps
#PowerAutomate #workflowautomation #PowerPlatform #LowCode #digitaltransformation
Ready to save time and impress your team with automated reporting? Drop your questions or share your use cases in the comments, and don’t forget to subscribe for more Power Platform automation tips!
Additional Links:
🔗 https://youtu.be/ZejstvPiFZw?list=PLzq6d1ITy6c138K_CM7hs9T1zuvvZufX_ Learn how to add a table to an incoming Excel file attachment using Office Scripts.
🔗 https://www.w3schools.com/html/html_table_styling.asp Learn HTML table styling techniques.
🫠 About me:
👋 Hi, I'm Damien Bird — Power Platform Cloud Solution Architect at Microsoft ☁️
🧠 Former Forum Super User (2021/22) & Business Applications MVP (2022)
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