So this is what I have now (to put it into context I am a Travel Agent). I have one flow already and I am wanting to correct it and add to it/ create other ones that kind of interconnected in a way.
I have really simplified but I do have other branches that aren't worth mentioning. (BOOKING FORM)
- When I fill in a form it starts the Flow (Booking Form)
- From there it sends an email to the guest it the information that I filled out. Name, birthdates, travel details, terms, conditions, etc. (not on the screenshot but that's simple!)
- Return Date in Calendar (which is good)
- Subtract 3 Weeks from Departure Date since that is when their document for their trip will be ready (Calendar Reminder) (this works but I need to put something in there if the form was filled out within 3 weeks then not put it in my calendar)
- Ready to go Email ( this I need to fix). My Part-time solution for this one is to send it to myself and then sent them out as a delayed email-- it is just annoying having to do it this way but I have some clients book 1 year + in advance)
- Welcome Home Emails ( same as "ready to go Email")
- Inputs the Data into a SharePoint list
- Creates a Booking Sheet in One Note (converts time so it is the same format)
- Final Payment (can't get this to convert in One note to the right format since some of it is null). My Part-time solution for this is to send it to myself then do a delayed email out. (again a little annoying)
So that is what I have now and there are some things that need to be corrected but I want to build a new flow (or 2 - 3 flows?). I know it may not be mapped out properly but hope it makes sense. I know some of it I can do but I guess there are a few things I am struggling with.
1. How to send an email past 30 days ( Happy Birthday email, passport expiry notice, final payment, etc.). Doing it as a delayed email is only a part-time solution and it is a little annoying.
2. How to transfer data from Client to Quote to Booked. I have been doing some research and I am thinking am making my self confused on what would be helpful. Sql, Power Apps, etc.
3. Yes I can do this by filling in separate forms for Client info then one for Quote, etc ... but that is more time-consuming and annoying. I am fine if it is a drop-down menu in a form and auto fills, name address, etc. I just don't want to fill it our/copy- paste it 10 times.
4. My security (set by my higher-ups and it is very restrictive) so I can't share a file in one drive, etc. Sometimes doesnt let me add to some of my own spreadsheets.
5. I only have the standard flow, not the premium.
6. I want to be able to analyze the data with Power BI because I think if I have that information I can be better.
7. Have limited budget for setting this up so cant have any fancy programs.
8.Sorry for my horrible writing!
9. If you have made it this far-- thank you! Even if you don't know to do it all if you can just let me know your ideas or how to solve one piece of the puzzle.
10. I am just a travel agent and I am self-taught so I don't know coding or anything like that but I have created some flows so I am not completely new to this.
Thank you!
Samantha
