Hello,
I am testing a bit around annual plan automation using Flow and Forms Pro.
As a background, my customer have a yearly calendar with tasks that executives need to carry out during different months through out the year. For example, in january they should book a meeting with all individuals that report to them. In other months there are other tasks to complete.
The problem is the follow up on all tasks. They would like to automate as much as possible so that its easy to find out which tasks has been completed and which one that are left behind.
My ideas so far:
1. Create a sharepoint list that includes the annual calendar including start date, end date, task type, links to steering documents etc
2. Let the Flow run once a day and look for start dates that matches Now().
3. When the Flow makes a hit on the date it creates Planner Tasks and assign to each executive.
4. Another Flow checks for tasks not completed in time and sends reminders.
Anyone who has done something like this?
