Tutorial [Power Automate] - Enviar E-mail com Anexo a Partir de uma Lista

Introduction

In this tutorial, you'll learn how to send emails with attachments using Power Automate, specifically leveraging data from a SharePoint list. This process allows you to automate communications efficiently, making it a valuable skill for anyone working with data management and automation in Microsoft environments.

Step 1: Set Up Your SharePoint List

To start using Power Automate for sending emails with attachments, ensure you have a SharePoint list ready.

• Create a SharePoint List: Go to your SharePoint site and create a new list.
• Add Required Columns: Include columns such as:
  • Email Address
  • Attachment (optional)
  • Any other relevant information you wish to send.

Step 2: Create a New Flow in Power Automate

Now, let's create a flow that will automate the email sending process.

• Log into Power Automate: Access Power Automate using your Microsoft account.
• Select Create: Click on the “Create” button on the left panel.
• Choose Automated Cloud Flow: This allows you to trigger the flow automatically based on a defined event.
• Name Your Flow: Give your flow a descriptive name, like "Send Email with Attachment from SharePoint List".

Step 3: Configure the Trigger

Set up the trigger that will initiate the flow.

• Choose Trigger: Select "When an item is created" from SharePoint.
• Fill in Site Address: Select or enter the SharePoint site where your list is located.
• Select List Name: Choose the list you created in Step 1.

Step 4: Add Action to Send Email

Next, configure the action to send the email.

• Add Action: Click on "+ New step".
• Search for Email Action: Type "Send an email" in the search bar and select “Send an email (V2)” from Outlook.
• Fill in Email Details:
  • To: Use the SharePoint column that contains the recipient's email address.
  • Subject: Write the subject of your email.
  • Body: Include any text you want in the email body, possibly including dynamic content from your SharePoint list.

Step 5: Attach Files (if applicable)

If you want to send attachments, follow these steps.

• Add Attachment Field: In the email action, look for the attachment fields.
• Select File Content: Use the dynamic content picker to add the attachment field from your SharePoint list.

Step 6: Test Your Flow

Before finalizing, it's crucial to test your flow to ensure it works as expected.

• Save Your Flow: After configuring all necessary steps, click on "Save".
• Test the Flow: Use the “Test” button to simulate creating a new item in your SharePoint list.
• Check Email: Verify that the email is sent correctly with the right content and attachments.

Conclusion

You have successfully created a Power Automate flow to send emails with attachments from a SharePoint list. This automation not only enhances productivity but also ensures timely communication. Next steps could include exploring advanced features, such as conditional logic or integrating with other services. Happy automating!