I'm just starting out with Power Automate and have in mind an initial exercise. I did a short intro course a while back and the PowerPlatform seemed quite intuitive with use of 'connectors' between many apps. I envisage using Forms, Lists and Outlook in the first instance.
I expect to learn by doing but still I'd like to ask the community if the following should be straightforward, I think it should be, and any pointers or pitfalls to avoid?
Phase One (Flow using Power Automate):
- Create a MS Form to collect fields of data from different colleagues (on project proposals)
- Have that data automatically populate a MS List/Excel (of 'Project Proposals)
- Automatically notify certain staff via MS Outlook/Teams that a form has been completed (of a project proposal)
- Once that record/project proposal has been reviewed the status field can be manually changed from 'proposal' to 'approved' or 'rejected' with a date stamp
- Automatically that record/proposal to be deleted and/or copied to a new List/Excel (of active projects)
Phase Two (Dashboards using Power BI)
- Create reports extracting from Project List/Excel and create some visualisations
a) Project proposals
b) Active Projects
c) Gantts of project progress etc
2. Connect the above to SharePoint/web sites etc
Many thanks


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