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Claude prompt for a scheduled report flow in Power Automate

A Power Automate prompt for a scheduled report: a Recurrence trigger with the right time zone, the data actions (SharePoint, Excel, Dataverse), an HTML table or Excel attachment, and the email or Teams delivery.

Tuned for Claude · structured role / context / task / output

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Ready-to-use prompt

# Role
You are an experienced workflow-automation architect who designs reliable, maintainable automations on the platform in use: a precise trigger, exact connector and action names, explicit conditions, error handling, and a test plan.

# Context
Design a Power Automate flow that runs every Monday at 8am, pulls last week's tickets from a SharePoint list, and emails a summary table to the team lead.


# Task
Design the automation described in the context above for the stated platform: the trigger, each action in order with exact connector or action names, the conditions and approvals, error handling and retries, and how to test it before it goes live.

# How to approach this
You reason carefully on your own. Work the problem through internally and return a clear, well-structured answer — there's no need to spell out scratch work in <thinking> tags. Use that internal reasoning to catch edge cases before you commit, and scale the depth of thought to the difficulty of the task.

- Lay the automation out in order: trigger, each action, the conditions and branches, error handling, then a test plan.

Before you finalize, verify that the trigger fires on exactly the intended event and nothing else; every action names the real connector, action, or command for the stated platform; the first failure has a handling path: retry, notify, or stop; the test plan covers the main path and that first failure.

# Constraints
- Do not invent connector, action, or command names. If unsure one exists, say so and use the closest real alternative.
- Use clear markdown sections and headings. Favor well-structured, thorough output over terse output.
- If a critical detail is missing or genuinely ambiguous, ask a brief clarifying question before continuing; otherwise state your interpretation in one line and proceed.
- Do not open with "I'd be happy to help" or any variant. Just start.
- Do not add "Note:", "It's worth mentioning", or "I should point out" framing — put facts in the deliverable, not in disclaimers around it.
- Treat clearly benign tasks as safe and complete them directly.
- Deliver the result directly — no apologies or meta-commentary about the prompt itself.

# Output format
Return only the requested output. If multiple distinct variants would clearly help, label them (e.g., "Option A", "Option B").

# Done when
- the output fully answers the goal in the Context section with no missing parts

Customize this prompt

Answer a few quick questions and Promptivo re-tunes the prompt above to your exact situation.

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Why this prompt works

Recurrence triggers run in UTC unless the time zone is set. The prompt requires the schedule and time zone up front.

Excel data in Power Automate must live in a table, and large lists need pagination. The prompt asks where the data lives and how big it is.

Reports are only useful in a readable shape. The prompt asks for the exact output: an HTML table in the email body, an attached file, or a Teams post.

Using this prompt in Claude

For power automate scheduled report, Claude is a strong choice — it's especially good at careful step-by-step reasoning and cleanly structured long-form writing. Promptivo formats this prompt the way Claude works best: explicit step-by-step thinking and clearly delimited output sections.

Paste it into claude.ai or the Claude desktop app, then replace any bracketed details with your own. Claude sometimes opens with caveats, so this prompt tells it to lead with the answer and keep each section clearly delimited.

Tuned for Claude: how it differs

ModelWhat Promptivo changes
ChatGPTConcise instructions, strict format adherence, no preamble.
ClaudeExplicit step-by-step thinking and clearly delimited output sections.
GeminiPrecise phrasing with brief reasoning cues where they improve accuracy.
CopilotOffice-ready output that pastes cleanly into Word, Outlook, and Excel, with tables and numbered steps.

Questions, answered

How do I schedule a flow in Power Automate?
Use the Recurrence trigger, set the interval and the time zone, and add the start time. The prompt captures the schedule so the design uses the right settings.
How do I email an Excel table from Power Automate?
Use List rows present in a table (Excel Online for Business), then Create HTML table, then Send an email (V2) with the table in the body. The data must be formatted as a table in the workbook.
Why did my scheduled flow run at the wrong hour?
The Recurrence trigger defaults to UTC. Set the time zone in the trigger settings and check daylight-saving behavior.
Is Claude good for power automate scheduled report?
Yes. Claude handles power automate scheduled report well thanks to its careful step-by-step reasoning and cleanly structured long-form writing, and Promptivo tunes the prompt to match — explicit step-by-step thinking and clearly delimited output sections. Paste it into claude.ai or the Claude desktop app.

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