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I have an Excel sheet that tracks tasks and I want a fully-working Power Automate flow that will, once a month, pull the following columns from that file and draft an Outlook email for every row that matches my criteria: • Due dates • Task descriptions • Contact details . IRD Numbers . Due month . Amount due The flow should run automatically on the 15th business day of each month, create one email per task, and leave each message in Drafts so I can review before sending. Please configure the subject line and body so the information is clearly formatted and easy to read. Deliverables I need from you: 1. The finished cloud flow exported so I can import it into my tenant. 2. A short set-up note (screenshots or a quick Loom video are fine) showing where to place the Excel file and how to change the schedule, should I need to. 3. A brief test demonstrating that the draft emails appear in Outlook as expected. Everything must be done with standard Microsoft 365 connectors—no premium connectors or custom scripts.
Project ID: 40621677
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39 freelancers are bidding on average $79 NZD for this job

I'd love to work on your project. I can deliver a clean, high-quality solution with fast communication and on-time delivery. Let's discuss the details!
$80 NZD in 2 days
8.7
8.7

Hi there, I can help you with setting up this Power Automate flow. I'll build it with standard connectors, pull the Excel rows that match your criteria, and generate one draft Outlook email per task with a clean subject and body layout. Deliverables will include the exported flow, setup notes with screenshots, and a quick test showing drafts landing in Outlook. I'm Edward and I've done similar flows for task tracking before. Happy to chat about the details.
$17 NZD in 7 days
7.0
7.0

Hello I have gone through your specific requirement for Power Automate email flow I built something like this for a finance team with 300 monthly reminder emails. I would use Office Scripts free scheduling logic rather than custom expressions because it stays easier to maintain with standard Microsoft 365 connectors. You would have the exported cloud flow with setup notes in about 3 days, around 250, more if the Excel file needs extra matching rules. I will build a cloud flow that reads your Excel file, checks the 15th business day, then creates one Outlook draft for each matching row. And I will keep everything inside Power Automate with Excel Online and Outlook, at least that is where I would start. Screenshots and flow exports I can send. Is your Excel file stored in OneDrive or SharePoint? I want to confirm the exact matching rules before starting. Free for a quick call this week? Or send the Excel layout and I will review it today. Dev Singh
$250 NZD in 3 days
6.3
6.3

Hello Dear! Greetings from Toriqul Global Solutions! We are pleased to introduce our company as a reliable and experienced provider of Web Design & Development services. Founded and led by Engineer Toriqul Islam, a B.Sc. graduate in Computer Science & Engineering from Rajshahi University of Engineering & Technology (RUET), our team brings over 10 years of industry experience. At Toriqul Global Solutions, we specialize in building modern, user-friendly, and high-performance websites that help businesses grow and stand out in the digital world. Our design approach focuses on simplicity, elegance, and functionality to ensure maximum user engagement. I have some question-- Please start a conversation to discuss your project. Technologies We Use: Custom Websites Development Using ======>Full Stack Development. 1. HTML5 2. CSS3 3. Bootstrap4 4. jQuery 5. JavaScript 6. Angular JS 7. React JS 8. Node JS 9. WordPress 10. PHP 11. Ruby on Rails 12. MYSQL 13. Laravel 14. .Net 15. CodeIgniter 16. React Native 17. SQL / MySQL 18. Mobile app development 19. Python 20. MongoDB We would be honored to discuss your project requirements and help bring your ideas to life. Thank you for your time and consideration. Warm Regards, Toriqul Global Solutions
$30 NZD in 1 day
5.9
5.9

Hi, I’ve worked on workflow automation projects with similar goals, where the challenge was turning spreadsheet-based processes into reliable Microsoft 365 automations without manual follow-ups. I understand you need a flow that runs consistently, filters the right records, and prepares accurate Outlook drafts for review. My approach would be to build a Power Automate cloud flow using only standard Microsoft 365 connectors. The flow will read the Excel table, apply your criteria, run on the required business-day schedule, and generate individually formatted Outlook draft emails containing due dates, task details, contacts, IRD numbers, due month, and amounts. I’ll configure the complete flow, test the draft creation process, provide the exported package, and include clear setup instructions with guidance on updating the file location or schedule later. Best Regards, fizza
$22 NZD in 3 days
5.9
5.9

This is a straightforward Power Automate build, and the cleanest setup is a scheduled cloud flow that reads a table from Excel, filters rows, and creates one Outlook draft per matching task. Since you want only standard Microsoft 365 connectors, we can keep it fully native and avoid premium actions or custom scripts. I’d quote NZD 500 fixed, or NZD 40/hour if you prefer hourly. The posted budget is fine for this scope, assuming the Excel file is already structured as a proper table and the “15th business day” rule can be handled with a simple weekday check. One quick question: is your Excel file already in OneDrive or SharePoint as a table, and do you want the flow to create separate drafts per row or one draft per contact if a contact has multiple tasks?
$500 NZD in 10 days
5.5
5.5

Hi, I’ve reviewed your requirements and can build a Power Automate cloud flow that automatically reads your Excel file, filters the required records, and creates Outlook draft emails on the **15th business day of each month** using only standard Microsoft 365 connectors. With 11+ years of experience in Microsoft Power Automate, Excel, Outlook, SharePoint, and Microsoft 365 automation, I specialize in creating reliable, easy-to-maintain workflows. For this project, I will: * Configure the monthly scheduled flow. * Read the required Excel columns and filter records based on your criteria. * Generate one Outlook draft email per matching row with a clean, formatted subject and body. * Export the completed flow for easy import into your tenant. * Provide setup documentation (or a short Loom video) explaining how to update the schedule and Excel file location. * Test the solution to ensure draft emails are created successfully. A few quick questions: * Is your Excel file stored in OneDrive or SharePoint? * What criteria should be used to determine which rows generate draft emails? * Do you have a preferred email template or should I create one? I’m available to start immediately and look forward to delivering a reliable automation solution. Best regards, Nidhi
$22 NZD in 7 days
5.4
5.4

Hi! I've built very similar Power Automate solutions for finance and admin teams using only standard Microsoft 365 connectors. I'll create a reliable flow that runs on the 15th business day, reads your Excel file, filters the required rows, and creates well-formatted Outlook draft emails—one per task. You'll receive the exported flow, setup guide (with screenshots/Loom), and a tested demo. Estimated delivery: 1 day. Fixed price: NZD 300. The listed budget is below the effort required, but I'll keep the solution simple, maintainable, and easy for you to update later.
$300 NZD in 1 day
4.8
4.8

Hi, As an Automation Engineer, I specialize in M365 workflow automation, Power Automate cloud flows, and data integration. I can build a clean, reliable solution that automatically generates custom Outlook draft emails on the 15th business day of each month. How I Will Build Your Flow: 1. Business Day Scheduling: Configure a monthly flow with standard expressions to calculate the exact 15th business day, ensuring public holidays and weekends are skipped. 2. Excel Data Processing: Query your task table using standard M365 connectors and dynamically filter rows matching the current month's due date. 3. Styled Draft Generation: Loop through matched records and create formatted HTML draft emails in your Outlook Drafts folder containing all required fields (Due dates, Task descriptions, Contact details, IRD Numbers, Due month, and Amount due). 4. Documentation & Handoff: Provide the exported Flow package ready for tenant import, a quick setup guide with screenshots, and verification test runs. Estimated Timeline: 2 to 4 Days I am ready to review your Excel table structure and get started! Best regards, Zakaria L.
$150 NZD in 7 days
3.8
3.8

Hello, You can automate your monthly reminder process with a Power Automate solution that reads your Excel workbook, generates one Outlook draft per qualifying task, and uses only standard Microsoft 365 connectors for long term reliability. The greatest challenge is accurately identifying the fifteenth business day while preventing duplicate draft creation. A structured flow with business day validation, row tracking, and dynamic email formatting will ensure dependable execution every month. You will receive an import ready cloud flow, clear setup instructions, and a tested solution that is easy to maintain and update. How are completed or previously processed tasks currently identified in the Excel workbook? I look forward to helping you streamline your reminder workflow.
$147 NZD in 1 day
3.6
3.6

I have good experience with Power Automate flow and I have developed more than 100 flows which are working fine. Let me know when we will connect for further process.
$14 NZD in 1 day
2.8
2.8

Hi, I read your project carefully and I can deliver exactly what you need. I can start immediately and show you the first preview in a few hours. Let’s discuss the details.
$22 NZD in 2 days
2.4
2.4

Hi, I have experience building automation workflows for Excel, Outlook, data processing, and AI-powered automation. I can build this Power Automate flow to automatically read your Excel file, create well-formatted Outlook draft emails on the 15th business day of each month, and provide the exported flow with complete setup instructions. If you'd like AI features in the future, there are several free platforms such as OpenCode, Cline, AgentRouter, and the Grok API that can be integrated without paying for AI services. Please DM me to discuss your project. I'll provide a working demo within **24 hours**, so you can review it first and decide whether it meets your expectations before moving forward.
$15 NZD in 3 days
2.4
2.4

Hi, I'd be happy to build this Power Automate solution for you using only standard Microsoft 365 connectors. I'll create a cloud flow that automatically runs on the 15th business day of each month, reads your Excel file, filters rows based on your criteria, and generates one Outlook draft email per matching task. Each draft will include a clear, well-formatted subject and body containing the due date, task description, contact details, IRD number, due month, and amount due, ready for your review before sending. The delivered solution will include: * A fully configured and exportable Power Automate cloud flow. * Clear setup instructions (with screenshots or a Loom video) explaining where to store the Excel file and how to modify the schedule. * A test demonstration confirming that draft emails are successfully created in Outlook. I focus on reliable, maintainable automation and will ensure everything works using only standard Microsoft 365 connectors—no premium features or custom scripts required. I'm ready to get started immediately and can deliver a clean, easy-to-maintain solution.
$20 NZD in 3 days
1.4
1.4

I have experience with the same criteria mentioned in the project details, which will help me complete this task quickly while ensuring the final result perfectly matches the required workflow.
$28 NZD in 7 days
1.4
1.4

Hello, We will implement a Power Automate cloud flow that reads your Excel sheet, filters tasks by due data, and drafts an Outlook email per row on the 15th business day each month. We will use standard connectors (Excel Online (Business), Outlook) to map columns: Due dates, Task descriptions, Contact details, IRD Numbers, Due Month, Amount due, and format subject/body for clarity. The finished cloud flow will be exported for import, with a concise setup note and a basic test to confirm drafts appear in Outlook. What is the exact Excel file location and sheet name, and are the column headers exactly: DueDate, TaskDescription, ContactDetails, IRDNumber, DueMonth, AmountDue? One quick question: What is the exact Excel file location and sheet name, and are the column headers exactly: DueDate, TaskDescription, ContactDetails, IRDNumber, DueMonth, AmountDue? Best regards, XLogic Solutions
$25 NZD in 3 days
0.0
0.0

Hi, I read through your requirements, and this is a straightforward Power Automate workflow. The key part is making sure the flow correctly filters the Excel rows, runs on the 15th business day of each month, and creates well-formatted draft emails without using any premium connectors. My approach would be to build the cloud flow using standard Microsoft 365 connectors, read the Excel file from OneDrive or SharePoint, apply the required conditions, generate one Outlook draft per matching row, and then test everything to ensure the drafts appear correctly. I'll also provide the exported flow along with a simple setup guide so you can easily update the schedule or Excel file in the future. One question: will your Excel file be stored in **OneDrive** or **SharePoint**, and do you already have the columns and filtering criteria finalized? Thanks, Muhammad Saad
$15 NZD in 1 day
0.0
0.0

Hi, I can build a monthly Power Automate flow that reads your Excel file and drafts one Outlook email per matching task on the 15th business day. Getting the Excel columns mapped correctly and formatting each email clearly is important. I’ve handled flows where scheduled triggers, table lookups and dynamic email generation all had to work together without using premium connectors. We can outline a simple timeline once I have your Excel structure, and I’ll keep the setup smooth so your monthly reminders run reliably without manual effort. I’d configure the cloud flow, extract the required columns, generate draft emails, export the finished flow and provide a short guide showing placement of the Excel file and how to adjust the schedule. I’d really like to win this project and I’m confident I can deliver a clean, dependable automation within your deadline, looking forward to working together.
$22 NZD in 7 days
0.0
0.0

I've those of skill can you give me your project because I have the necessary expertise to streamline and automate your task tracking system. With my proficiency in Excel, Microsoft Outlook, and Power Automate, I can easily build a cloud flow that aligns with your criteria. Furthermore, being experienced with data integration and automating routine processes, I understand the importance of accuracy, reliability, and user-friendly interfaces.
$14 NZD in 5 days
0.0
0.0

Hi, Dmytro here from Illinois. The usual culprit in Power Automate Excel scheduled flows points at incorrect date/time serial number formatting, missing Excel Table definitions preventing dynamic row iteration, or improper recurrence triggers that fail to calculate business days accurately. • Recurrence & Business Day Logic: Configuring a monthly Recurrence flow with conditional logic using standard expressions (or scheduled execution) to trigger specifically on the 15th business day of each month. • Excel Data Extraction & Filtering: Utilizing the standard List rows present in a table connector to parse your task sheet, dynamically filtering rows based on Due Month and open task status. • Outlook Draft Generation: Iterating over matching rows using Create draft email (V2) to generate cleanly formatted HTML email drafts populated with Due Date, Task Description, Contact Details, IRD Number, and Amount Due. • Export & Hand-off Package: Exporting the completed flow .zip package for your tenant along with clear setup documentation and test validation screenshots. The critical decision hinges on whether your Excel file is stored in SharePoint Online or OneDrive for Business, as this determines the exact connector configuration for reading the table data without premium licensing. If a short call is easier, we can trace your Excel table structure and tenant setup together in ten minutes—otherwise, share a sample Excel template, and I'll send over the flow logic immediately.
$90 NZD in 1 day
0.0
0.0

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