Power Automate: Sending OOB Emails with Attachments

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Creating a Power Automate Flow: Sending Emails with Attachments


Microsoft Power Automate is a powerful tool that allows you to automate workflows seamlessly across different applications and services. In this blog post, we will walk through the process of creating a Power Automate flow to send emails with attachments using a bound action, the out-of-the-box email table, and email attachments table.


Prerequisites

Before we dive into the steps, make sure you have the following prerequisites:

  • Access to Microsoft Power Automate.
  • Necessary permissions to create flows and connections.
  • Understanding of Power Automate basics.

Overview

Our goal is to create a flow that triggers an email with attachments based on certain conditions. We'll utilize a bound action, the out-of-the-box email connector, and the email attachments table. The flow will exclude the steps that involve the Adobe connector.



Steps to Create the Power Automate Flow


1. Trigger

Our flow will start with a trigger. In this example, we use the "When a Row is Added, Modified, or Deleted" trigger. This trigger listens for changes in a specified table.



2. Get Sending User

We retrieve information about the user triggering the flow. This step involves using the Common Data Service connector to query the "systemusers" entity based on the user's email address.



3. Get Recipient Information

Retrieve information about the employee associated with the trigger. This involves querying mostly "contact" entity in the Common Data Service. If you want to send email to a custom entity record: Click Here


4. Document Template

Compose the email body using an HTML template. This template includes employee details, the HTML table, and other relevant information. In my case I'm using a HTML table as my document Template. You can simply use a compose function and add static HTML code.



5. Email Template Body

Compose the body of the email using another HTML template. 



6. Create File

Create an HTML file in OneDrive with the composed Document template.



7. Convert File

Convert the HTML file to a PDF file.


16. Create Email

Create an email record using the Email Template as description and define Activity Party Attributes:


Or you can configure using a JSON



17. Add Attachment

Create an email attachment using the retrieved PDF file content and attach it to the email.


Parameters:

  1. Entity Name: "activitymimeattachments"
  2. Attachment ID: Auto-generated (@null)
  3. Attachment Number: 0
  4. Object Type Code: "email"
  5. Object ID (Email Record): Dynamically binds to the output of "Create_Email" action.
  6. Attachment Body: Uses the PDF content from the output of "Get_file_content" action.
  7. Filename: Uses the subject of the email with a ".pdf" extension.
  8. MIME Type: Uses the file content type from the output of "Protect_PDF_from_Viewing" action.
  9. Subject: Uses the subject of the email from the output of "Create_Email" action.

 

19. Perform a Bound Action

Use the Common Data Service connector to perform a bound action, the "SendEmail" action, to send the email.



This blog post covers the essential steps to create a Power Automate flow for sending emails with attachments. The flow incorporates Common Data Service connectors, HTML templates, and actions for file creation and email sending. For specific business needs, additional steps and customization can be implemented.


  

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