Forum Discussion
Copilot Agent inside SharePoint site is not able to answer questions regarding the custom columns
1. Create an automated process
Log in to Power Automate
Select ‘Automate Cloud Flow’ → Create from blank
2. Set up triggers
Trigger: Periodic execution (e.g. 8:00 every day)
3. Add action steps
Get list items:
Connect to SharePoint → ‘Get Items’
Set filter query (e.g. status field = pending)
4. Conditional judgement:
If Current date >= Target date field -3 days
Send Email:
Using the Office 365 Outlook Connector
Configure recipients, subject and dynamic content (e.g. project title)
5. Create Workflow
Open SharePoint Designer → Select Target List
New List Workflow
6.Setup Logic
When item is created/modified:
If Status = Pending and Target Date - 3 days <= Today
then send an email reminder
7. Configure email content
Use the ‘Send Mail’ action
Insert dynamic fields (e.g. [%CurrentItem:Title%])
8. Use JavaScript extension
javascript
// Add script to the list form
function checkReminder(){
const dueDate = getFieldValue(‘DueDate’); const status = getFieldValue(‘Status’);
const status = getFieldValue(‘Status’); if(status == ‘Pending’ && is= ‘Pending’); if(status == ‘Pending’)
if(status == ‘Pending’ && is3DaysBefore(dueDate)){
sendEmail(
‘email address removed for privacy reasons’.
`Reminder: ${getFieldValue(‘Title’)} is expiring`
);
}
}
But why i need to trigger it periodically execution (e.g. 8:00 every day)??