Adding Manager Notifications to Reminder Emails Sent via Power Automate

This video expands on my previous example ( • Using Power Automate t... ) to email the manager after seven days rather than just emailing the individual. It shows how to add extra SharePoint columns and adjust the Power Automate logic with an additional variable and conditional logic.

[@nomirehman]

Jeff, Its huge help. It cleared my concept and now I will attempt to update my flow accordingly. Thank so much

[@jeffrhodes]

Glad this was helpful!!

[@JamesFerguson-gc8je]

Amazing videos Geoff! Would it be possible to integrate forms to this flow, so that the work colleague could go on a form to say they've now completed the training, this then would update there status from incomplete to complete etc.

[@jeffrhodes]

@JamesFerguson-gc8je - this example assumes a spreadsheet from a learning management system or other source. But a form to update status would work with Power Apps but not Microsoft Forms, since only Power Apps can update an existing record. I will put this on my "to do" list for videos.

[@jeffrhodes]

I've added a video that will hopefully help with how to add a form to edit the status: kzbin.info/www/bejne/nnioZ3-EhbSUms0si=Qx8U6BQC9qUkLI4E

[@nomirehman]

Jeff, I implemented the rule successfully, but I got a little pushback from management. Their argument is that for the manager’s level, it should be only one consolidated email instead of separate email notification for each team that miss the task like, if a manager handles 10 teams and out of those, 5 miss the due date on a task and then reminder triggers for manager. Instead of 5 separate emails for each team, manager should get only 1 consolidated email (containing team number and task name and team lead number). I would appreciate your guidance, or a small video will be huge help. Thank you

[@jeffrhodes]

Yes. That makes good sense. I'll put a video on the "to do" list. In the meantime, this video shows the basic concept: kzbin.info/www/bejne/bKLHop-ZortoqaMsi=2Z60QD1xYbdhEj6U. Rather than sending the email right away, you want to capture all teams missing the deadline and append it to a variable. Then send the email whenever the manager changes in the loop (e.g., you get to the next manager or end the loop). That in turn means that you will want to sort in the Get Items action by the manager email so that all of a manager's tasks sequential.

[@nomirehman]

Sure , i ll definitely watch this. The challenge i am facing , each manager is leading 3 to 5 teams total 30 teams. First reminders ll go the Level 2 manager for each line in the table( each team represents one line in the table ) . I have done flow up to this step My challenge starts from here >>> If Level 2 manager doesn’t update the task status than it ll escalate to Level 1’s manager. (There are four level 1 managers oversee 10 level one managers and their teams ) I am attempting to send one consolidated email to level 1 manager for only those teams which he/she oversees and they did not update the task status after first reminder to level 2 manager. Many Thanks for all the support n guidance