It is very easy to integrate Microsoft Excel with Outlook via Power Automate. Here’s a quick guide on how to do it:
- Inside the main dashboard of Power Automate, head over to the left-side panel and click 'Templates'.
- Browse the available templates that involve Excel and Outlook. Choose one based on your preferences.
- After that, log into your Microsoft account with Outlook and Excel access. Once done, tap 'Continue' to proceed.
- At this point, you can now start building the flow. To get started, click the first tab to make a few adjustments.
- Provide the required information and configure the settings according to your liking.
- Subsequently, tap the next tab to proceed further.
- Set up the parameters by specifying your preferred File Location, Document Library, File, and Table.
- Finally, go to the top menu bar and click 'Save' to integrate Microsoft Excel with Outlook based on your preferred automation flow.