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- Power Automate: Email web report links when inspection scores fall below a threshold
Power Automate: Email web report links when inspection scores fall below a threshold
Learn how to create a Power Automate flow to automatically email web report links when inspection scores fall below a threshold.
This flow utilizes Microsoft Outlook as the client to email inspection reports. This can be interchanged with other connectors, such as Power Automate's Mail connector and Gmail.
Inspection data that gets processed are based on the inspections, which the account that generated the API token has access to. If you're an administrator, you can provide yourself inspection access or assign yourself the "Override permissions: View all data" permission to have visibility over all inspections in your organization.
1. Recurrence
Click Create from the menu on the left-hand side and select Scheduled cloud flow.
In the pop-up window, configure the following fields:
Flow name: Add a name for your flow so you can refer back to it easily.
Starting: Set the date and time you want the flow to start running.
Repeat every: Set the frequency to 1 Hour.
Click Create to create the flow and its first step.
2. Get past time
Click
below "Recurrence" and select Add an action.Search and select Get past time under the "Date Time" connector.
Set the "Interval" to 1 and leave the "Time unit" as Hour.
3. Search modified inspections
Click
below "Get past time" and select Add an action.Search and select Search modified inspections under the "SafetyCulture (iAuditor)" connector.
If this is your first time using SafetyCulture on Power Automate, authenticate the connector by configuring the following fields, and then clicking Create New.
Connection Name: We recommend that you name the connection by the account username or email from which the API token is generated.
API token: Enter your API token in the format of "Bearer <token>". Make sure there is a space between "Bearer" and the API token.
In the side panel, click Show all for advanced parameters and then configure the following fields:
Modified After: Click the field, then click
and select Past time from the list.Filter by template (optional): If you only want to process inspections from a specific template, click the field to select the template from the dropdown menu, or select Enter custom value and input the template's unique identifier.
Archived (optional): Click the field and select true if you only want to process archived inspections, or select both for active and archived inspections.
Completed (optional): Click the field and select false if you only want to process incomplete inspections, or select both for complete and incomplete inspections.
Ownership (optional): Click the field and select me if you only want to process inspections that are owned by your account, or select other for inspections that are owned by other users in your organization.
Limit: Keep in mind that each flow run can only process up to 1,000 inspections. If your organization conducts more than 1,000 inspections every hour, you should narrow the frequency in "1. Recurrence" and "2. Get past time".
If you encounter any error related to "Data loss Prevention (DLP) policy" when creating the connection to SafetyCulture or any other apps, please contact your IT team to review Microsoft's DLP and unblock the connection.
4. Get a specific inspection
Click
below "Search modified inspections" and select Add an action.Search and select Get a specific inspection under the "SafetyCulture (iAuditor)" connector.
In the side panel, click the "Audit ID" field, then click
and select Inspection Audit ID from the list.This should add the action within a "For each" action.
5. Condition
Click
below "Get a specific inspection" but within "For each" and select Add an action.Search and select Condition under the "Control" connector. This creates two paths as part of the action. "True" and "False".
In the side panel, configure the following fields:
Condition expression (left): Click the field, then click
and select Score Percentage from the list.Condition expression (center): Click the field and select is less than.
Condition expression (right): Click the field and enter the score threshold you want to set, between 0 and 100.
6. Retrieve an inspection web report link
Within the "True" path, click
and select Add an action.Search and select Retrieve an inspection web report link under the "SafetyCulture (iAuditor)" connector.
In the side panel, click the "Audit ID" field, then click
and select Inspection Audit ID from the list.
7. Send an email (V2)
Click
below "Retrieve an inspection web report link" but within "True" and select Add an action.Search and select Send an email (V2) under the "Office 365 Outlook" or "Outlook.com" connector.
If this is your first time using Outlook on Power Automate, authenticate the connector by signing in to your Outlook account.
In the side panel, configure the following fields:
To: Click the field and specify the email recipients you want to email web inspection report links to. Make sure you click "enter/return" on your keyboard for each email you add.
Subject: Click the field and specify the email subject. You can use data from preview items to name emails with inspection elements. For example, "[Template Name]: [Inspection Title] | [Score Percentage]".
Body: Click the field and specify the email body. Click
and select Inspection Link from the list for the web report link. Similar to the subject field, you can also use data from preview items to include inspection details. Check out the following email body as an example:
Click Save on the upper-right of the page to save the flow.
Test the flow (optional)
Click Test on the upper-right of the page to begin testing the flow.
Select Manually and click Test.
Click Run flow.
Click Done to monitor the test flow.
If you run into any errors or have any questions regarding the integration, please contact our customer support team for assistance.
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