Use the Power Automate visual in Power BI to send notifications for SELECTED items

This tutorial is about using the Power Automate visual and integration with Power BI to send Outlook email or Teams notifications based on data in your dataset. This is a button-click trigger using applied filters for more control over what exactly we send notifications for.

If you’re tired of asking people to update their tasks/cases/opportunities/tickets each week and want to automate the process, this one is for you! 🙂

This will work with any Power BI data that has an assignee or owner-type field where you are able to get the email addresses for the users, but we are using Planner data in the example. If you want to get your own Planner dataset, tutorials for that are here:

Get Planner Task Details:    • Get Planner Task Details with Power A...  
Report on Planner Tasks in Power BI:    • Report on Planner Data in Power BI  
Get Tasks for ALL My Groups/Plans:    • Get Planner Data for ALL your Plans i...  


0:00 Demo
2:30 Tutorial start
3:00 Assignees
4:00 Power Automate visual config
5:08 Create the Power Automate flow
6:34 Hyperlink to the item
9:27 Teams notification
11:10 Outlook email
12:24 Important tip
14:00 More important tips