Send Excel Data in Email Using Power Automate
Send Excel Data in Email Using Power Automate
Power Automate makes it easy to read data from Excel files and send that information automatically through email. This capability is useful for reporting, notifications, approvals, and sharing business data with stakeholders.
By combining Excel Online and Outlook connectors, you can automate repetitive tasks and eliminate manual reporting processes.
Why Send Excel Data Through Email?
- Automate daily and weekly reports
- Share business data instantly
- Notify users about updates
- Reduce manual effort
- Improve reporting accuracy
Prerequisites
- Power Automate account
- Excel file stored in OneDrive or SharePoint
- Excel table containing data
- Office 365 Outlook connection
Create the Flow
- Create a new Automated or Scheduled Flow.
- Add the Excel Online (Business) connector.
- Select the "List Rows Present in a Table" action.
- Choose the Excel file and table.
- Add a "Create HTML Table" action.
- Add the "Send an Email (V2)" action.
- Insert the HTML table into the email body.
- Save and test the flow.
Read Excel Data
Use the "List Rows Present in a Table" action to retrieve records from Excel.
Action:Excel Online (Business)
List Rows Present in a Table
Create an HTML Table
Convert the Excel rows into an HTML table so the data appears neatly formatted inside the email.
Action:Data Operations
Create HTML Table
Send Email with Excel Data
Use Outlook's Send an Email (V2) action and place the HTML table inside the email body.
Email Subject:Daily Sales Report
Email Body:
Hello Team,
Please find today's report below.
[HTML Table Output]
Common Use Cases
- Daily sales reports
- Inventory updates
- Project status reports
- Attendance reports
- Financial summaries
- Customer data notifications
Best Practices
- Store Excel files in SharePoint or OneDrive.
- Always use Excel tables instead of raw ranges.
- Limit the number of rows retrieved when possible.
- Format emails using HTML tables.
- Handle empty datasets gracefully.
- Use filters to improve performance.
Key Takeaways
- Power Automate can read Excel data automatically.
- Excel Online and Outlook connectors work seamlessly together.
- Create HTML tables for professional email formatting.
- Useful for reporting and business notifications.
- Automation reduces manual reporting effort and improves efficiency.