How to create a Reminder workflow in SharePoint Online

1.In the document library where you want to create a Reminder email in, click Automate > Set a reminder > Expiration Date

2.You will then get a pop-up on the right side. This is where it checks your credentials and ensures you have the proper licenses to create a workflow. Click Continue.

3.On the next screen, you provide the name for your workflow and the number of days you want to be reminded in advance. Click Create.

4.You will then get a confirmation message.

User Experience

Once you set up the automation, you need to sit and wait – the system will check daily and send you an email for the policy(ies) that approached the reminder period. Below is an example email you will receive. Clicking on policy from within the email – will open up a document in SharePoint.

What happens behind the scenes

Understanding what happens behind the scenes when you create this automation is also essential. It actually creates a pretty sophisticated workflow with many steps and logic within Power Automate. If you would like to customize it (i.e., adjust the # of days or customize the email message), you would need to navigate to Power Automate. Here is how to access it.

1.From the Microsoft 365 App Launcher, click Power Automate.

2.Under My Flows, you will see all the Power Automate Workflows that exist under your account. Click on it.

3.To make changes to the workflow, click the Edit button

4.You will then see the workflow actions created for you automatically by Power Automate when you created the automation. For example, you might want to change when the email is sent to the duration before the reminder is sent.

Credit: https://sharepointmaven.com/