u/TsaeOps

Hello. I am somewhat new to Power Automate and largely am using Copilot to help me create flows. Since I am new and lack experience in both programming and Power Automate it could be that I am naive and my challenge is not possible to solve. However it seems like it should be possible.

My challenge is to get 7 columns from an excel table on a sharepoint, only entries with a DateFrom the last seven days(thats one of the columns), put the columns in a new excel workbook. Then I would like to post that newly created workbook in a weekly e mail. The data would refresh itself every day but the email will post weekly. Is this even possible ? If so how would i best go about doing it or prompting Copilot to help me create it ?

I manage a medium sized warehouse with 15 employees that supplies a production unit. We are open from 0600-2200 7 days per week.

We have some challenges with our inventory process and a general lack of trust in the reliability of our inventory. I have tried to explain to top management that poor inventory results are often caused by poor processes during the month rather than the actual execution of the inventory on the day but it seems to be falling on deaf ears.

What would be the ideal conditions under which one executes an inventory. Eg. Close warehouse for all transactions, no open POs.

What would be the ideal process. One single thorough count where all pallets are controlled by two people and double checked or a first and second count matched against other and the ERP stock level the a third count based on a margin of discrepancy?

Should it be executed with a controller looking at the inventory figures as they come in ?