Lab 6 · M5 Deep Integration Across Data Sources

Scheduled Flow

Run a flow on a daily recurrence that queries SharePoint, reshapes the results with Data Operations actions, and emails a formatted summary table.

25 min Requires Lab 3

Exercises

01
Exercise 1 — Build the scheduled flow
Task 1.1 — Create the trigger
  1. Select + Create → Scheduled cloud flow, name it Daily New Tasks, set Repeat every to 1 Day, select Create.
  2. Rename the Recurrence step to Daily (use the Copilot rename prompt if the inline edit doesn't take).
Task 1.2 — Query new tasks
  1. Add an action, search list items, choose Get items (SharePoint). Rename it New tasks.
  2. Point it at your Power Automate site and the Tasks list.
  3. Under Show all, set the Filter Query to ApprovalStatus eq 'New'.
Task 1.3 — Reshape with Select
  1. Add a Select action (Data Operation, Built-in). From: dynamic body/value from New tasks.
  2. Map three keys: Task ← Title, Description ← Description, Due ← Deadline (See more).
  3. If the designer auto-wraps this in a For each loop, drag Select outside the loop and delete it — Select already handles arrays on its own.
Task 1.4 — Format as a table and email it
  1. Add Create HTML table (Data Operation). From: dynamic Output of Select. Rename to Format as HTML table.
  2. Add Send an email (V2) (Office 365 Outlook). Rename to Notify by email.
  3. To: your tenant user ID. Subject: Daily Tasks. Body: dynamic Output from Format as HTML table.
  4. Select Save.
  1. Select Test → Manually → Test → Run flow → Done — a scheduled trigger can be fired on demand for testing.
  2. Open Outlook from the App launcher and confirm the "Daily Tasks" email arrived with an HTML table of the tasks still marked New.