power automate in excel

To use Power Automate from Excel, open the workbook in Excel and use the Automate tab.

1. Open the Excel workbook.
2. On the ribbon, select Automate.
3. Choose Automate Work or Automate a Task.
4. Pick a prebuilt template, or start a flow that connects Excel with Outlook or another service.
5. Follow the prompts to sign in and create any required connections.
6. Select Create flow.

If the Automate tab does not appear, access to Office Scripts and Power Automate is required.

For sending emails automatically, Power Automate can run on a schedule or when an event happens. A common pattern is:

1. In Power Automate, select Create.
2. Choose Automated flow for event-based email sending, or Scheduled cloud flow for recurring reminders.
3. Add the Excel step if needed, such as Excel Online (Business) – Run script.
4. Add Office 365 Outlook – Send an email (V2).
5. Save the flow.

If a connection is missing:

1. Sign in to Power Automate.
2. Go to Data > Connections.
3. Select New connection.
4. Choose the connector, such as Excel, OneDrive for Business, or Microsoft 365 Outlook.
5. Sign in to complete the connection.

All flows created from Excel are created in the default environment.

References:

• Use flows with Excel
• Run Office Scripts with Power Automate
• Tutorial: Automatically save content from emails in a workbook
• Manage connections in Power Automate
• Send regular reminder emails - Microsoft Q&A