Automize Business Communication using Power Automate

via Coursera

Overview

Imagine you're organizing a fundraising event. After the event, it is necessary to send thank-you notes to donors, but donations are hard to track since they arrive before, during, and after the event. Manually sending emails to each donor would take too long.

Thankfully, such manual and repetitive business processes are easy to automate. This guided project, “Automize Business Communication using Power Automate,” is perfect for any business professional looking to automate similar tasks. With Power Automate, you will create a flow that can be triggered every time someone makes a donation.

When you press Run, the flow will display a form with fields such as name, email, address, donation amount, or any other needed donor information. At the event’s end, you will have a complete list of all donors in an Excel table. You will then create another flow to send thank-you notes to each donor on the list. Additionally, the flow will identify the top donors by the amount and forward that list to the manager, who can then send a special thank-you note or a small gift.

The only requirement for this project is to have a free Microsoft account, which you can create quickly if you don’t already have one. Detailed notes on how to do so are included in this project. Since this project uses Power Automate (part of the Microsoft Power Platform), access to a free Microsoft 365 Developer Program subscription is also needed. Instructions on signing up for this subscription are provided in the first task.

Anyone can learn to use Power Automate regardless of their educational background. If you want to make your life easier by automating time-consuming and hard-to-track business tasks, then this project is for you! Let's get started!

University:

Provider: Coursera

Categories: Microsoft PowerApps Courses