Sending Consolidated Management Emails Based on Status with Power Automate

In this video, we extend our previous examples to go through a SharePoint list to find anyone with an incomplete status. We first send an email to the employee. After a week, we send a consolidated email to the level 1 manager listing all the incomplete employees. After another week (and each week after that), we send a consolidated email to the level 2 manager showing all their incomplete employees (even if they have different first-level managers).

[@nomirehman]

Jeff , i have watched entire one hour video. First thing first i really appreciate detailed video. Its very helpful I am gonna attempt this flow on excel online instead of share point list . I hope it ll go smooth. Thank You

[@nomirehman]

Hello Jeff, I have implemented this rule and it is working great. I appreciate your guidance. Now I am attempting another rule similar to this but there is a slight difference I am aiming to send periodic reminders to all employees who haven’t completed their previous months mandatory training. ( Every month we push one training) so we have 12 columns(one for each training). I am aiming to send each employee a periodic schedule consolidated email reminder if one (or more) of the previous training is “Due” The email should pick all the records from the table where training status is still due. (if out 12 someone is due in 4 then outgoing email should pick up all 4 trainings month if training name if possible) I would appreciate your guidance and looking forward to your video guidance. Columns names Dept # Team # Employee first name Employee Last name Employee Email Jan Training - Labeling Feb Training _Cyber Security March Training _Diversity April May... .......... and so on

[@jeffrhodes]

If you are sending to the employee directly, then things aren't quite as complicated. You'd want to edit your OData query to check all 12 columns (e.g., if any of the 12 is "Due", you'd include that row). You'd then need to loop through all 12 of your columns and append any to the email. So your email may say that these trainings are due: Cyber Security, Diversity. If you are trying to send to management, then you'd need to further loop all the employees under that manager (like this current video). So you'd have one loop for each column for the employee and append the next employee to that variable until you switched managers (at which time you'd send the email). Hope this helps a bit.

[@nomirehman]

Jeff, i appreciate your input. As i am beginner my flow is filtering only one column ( i copying flow from link below. (Using excel file not Sharepoint) I would appreciate your further guidance or it ll be huge huge help if could do a video. i have Employee first name last name , email and 12 columns (jan to Dec) containing status “Due” or “Received” I am attempting that a consolidated email reminder should go to employee and email should contain html table data from Jan to Dec columns where his status is due How i can filter desired results from multiple columns? My data is similar to video below. Only difference is i have 12 columns to filter data from excel file. From 7:10 minutes kzbin.info/www/bejne/qqGTm3-korCWe9Usi=UdHmBTHSlno47TtM

[@nomirehman]

Jeff, i appreciate your input. As i am beginner my flow is filtering only one column ( i copying flow from link below. (Using excel file not Sharepoint) I would appreciate your further guidance or it ll be huge huge help if could do a video. i have Employee first name last name , email and 12 columns (jan to Dec) containing status “Due” or “Received” I am attempting that a consolidated email reminder should go to employee and email should contain html table data from Jan to Dec columns where his status is due How i can filter desired results from multiple columns? My data is similar to video below. Only difference is i have 12 columns to filter data from excel file. From 7:10 minutes kzbin.info/www/bejne/qqGTm3-korCWe9Usi=UdHmBTHSlno47TtM

[@jeffrhodes]

@@nomirehman - this sounds like it would be an interesting video. Could you either email me a sanitized spreadsheet to use or even a screen capture of the columns? My email is [e-mail].

[@nomirehman]

@@jeffrhodes I have emailed the excel data sheet and basic details. You can make modifications to the data or output template if required. Thank you for all the help and guidance