Power Automate Daily Excel Sync between multiples workbooks
Budget: $8 – $15 USD
I need a Microsoft Power Automate flow that keeps an Excel file in perfect step with data stored in SharePoint/OneDrive and then refreshes the workbook’s built-in reports every day.
Here’s the workflow I have in mind: each morning the flow pulls down the latest online data, cleans and reshapes it inside the workbook (de-dupe, column re-order, light calculations), and finally triggers the existing report tabs so they export an updated file back to the same location. No manual clicks—everything should finish unattended and send me an email confirmation that the job ran successfully or flag any errors.
Deliverables I will look for:
• A working, reusable Power Automate cloud flow wired to my SharePoint/OneDrive folder and Excel workbook
• Any custom scripts or Power Query steps used for the transformation/clean-up
• Short hand-off notes or screen-share video showing how to tweak schedule, change file paths, or extend the logic later
Please build and test the flow in your environment first; I’ll provide the final SharePoint link and sample workbook once we start. A smooth, daily, hands-free sync with clean data and refreshed reports is the finish line.
Here’s the workflow I have in mind: each morning the flow pulls down the latest online data, cleans and reshapes it inside the workbook (de-dupe, column re-order, light calculations), and finally triggers the existing report tabs so they export an updated file back to the same location. No manual clicks—everything should finish unattended and send me an email confirmation that the job ran successfully or flag any errors.
Deliverables I will look for:
• A working, reusable Power Automate cloud flow wired to my SharePoint/OneDrive folder and Excel workbook
• Any custom scripts or Power Query steps used for the transformation/clean-up
• Short hand-off notes or screen-share video showing how to tweak schedule, change file paths, or extend the logic later
Please build and test the flow in your environment first; I’ll provide the final SharePoint link and sample workbook once we start. A smooth, daily, hands-free sync with clean data and refreshed reports is the finish line.