Automate Outlook Email & Invoice Management with AI-Driven Behavior Learning and SLA Enforcement -- 2
Budget: £5,000 – £10,000 GBP
Title:
Automate Outlook Email & Invoice Management with AI-Driven Behavior Learning and SLA Enforcement
Project Overview:
I’m looking for an experienced Microsoft 365/Power Platform specialist to build an end-to-end automated email/invoice management system in Outlook. The solution must:
Learn and replicate my personal handling of invoices and routine emails using AI (Copilot & AI Builder), adapting over time to my corrections.
Guarantee a 30-minute first-response SLA (auto-acknowledge + draft or send reply).
Ensure 90-minute resolution SLA for any item that requires follow-up beyond email (e.g. creating tasks, approvals, invoicing).
No email ever missed – every message becomes a trackable ticket.
Key Deliverables:
Data Ingestion & Tracking
Power Automate flow to capture every incoming email into SharePoint or Dataverse.
Auto-acknowledgement email template.
AI-Powered Categorization & Behavioral Learning
Train an AI Builder text classification model on my historical emails/invoice workflows.
Integrate feedback loop: when I override or reassign, the model retrains automatically on a weekly schedule.
Copilot-Assisted Drafting
Power Automate action invoking Microsoft 365 Copilot to generate reply drafts in my tone, based on ticket context.
User-in-the-loop step for review & send.
Skill-Based Routing & Task Management
Rules to route/categorize tickets into Planner (or similar) buckets per clerk/department.
Auto-create Planner tasks with due-by = received time + 90 minutes, assign to the right user.
SLA Monitoring & Escalations
Scheduled flows to check 30-minute “first reply” and 90-minute “resolution” SLAs.
Alerts via Teams/Email/SMS for any at-risk or breached items.
Reporting Dashboard
Power BI report showing real-time SLA compliance, classification accuracy, workloads, and trends.
Copilot Q&A integration for natural-language queries in Teams or Power BI.
Documentation & Handover
Clear runbook on how to maintain, adjust categories, and retrain models.
Sample Power Automate flows, AI model training steps, BI dashboard guide.
Required Skills & Experience:
Microsoft Power Automate (flow design & troubleshooting)
AI Builder (text classification model training & retraining)
Microsoft 365 Copilot integration
SharePoint and/or Dataverse data modeling
Planner (or equivalent) task automation
Power BI dashboard creation & Copilot Q&A
Strong understanding of SLA management and business process automation
Excellent documentation skills
Timeline & Budget:
Timeline: 2–4 weeks from kickoff
Budget: Open to fixed-price proposals or hourly bids with an estimated total.
To Apply:
Please share:
Brief summary of relevant past projects.
Your proposed approach & timeline.
Estimated cost (fixed or hourly) and availability.
I’m ready to get started ASAP—looking forward to your proposals!
Automate Outlook Email & Invoice Management with AI-Driven Behavior Learning and SLA Enforcement
Project Overview:
I’m looking for an experienced Microsoft 365/Power Platform specialist to build an end-to-end automated email/invoice management system in Outlook. The solution must:
Learn and replicate my personal handling of invoices and routine emails using AI (Copilot & AI Builder), adapting over time to my corrections.
Guarantee a 30-minute first-response SLA (auto-acknowledge + draft or send reply).
Ensure 90-minute resolution SLA for any item that requires follow-up beyond email (e.g. creating tasks, approvals, invoicing).
No email ever missed – every message becomes a trackable ticket.
Key Deliverables:
Data Ingestion & Tracking
Power Automate flow to capture every incoming email into SharePoint or Dataverse.
Auto-acknowledgement email template.
AI-Powered Categorization & Behavioral Learning
Train an AI Builder text classification model on my historical emails/invoice workflows.
Integrate feedback loop: when I override or reassign, the model retrains automatically on a weekly schedule.
Copilot-Assisted Drafting
Power Automate action invoking Microsoft 365 Copilot to generate reply drafts in my tone, based on ticket context.
User-in-the-loop step for review & send.
Skill-Based Routing & Task Management
Rules to route/categorize tickets into Planner (or similar) buckets per clerk/department.
Auto-create Planner tasks with due-by = received time + 90 minutes, assign to the right user.
SLA Monitoring & Escalations
Scheduled flows to check 30-minute “first reply” and 90-minute “resolution” SLAs.
Alerts via Teams/Email/SMS for any at-risk or breached items.
Reporting Dashboard
Power BI report showing real-time SLA compliance, classification accuracy, workloads, and trends.
Copilot Q&A integration for natural-language queries in Teams or Power BI.
Documentation & Handover
Clear runbook on how to maintain, adjust categories, and retrain models.
Sample Power Automate flows, AI model training steps, BI dashboard guide.
Required Skills & Experience:
Microsoft Power Automate (flow design & troubleshooting)
AI Builder (text classification model training & retraining)
Microsoft 365 Copilot integration
SharePoint and/or Dataverse data modeling
Planner (or equivalent) task automation
Power BI dashboard creation & Copilot Q&A
Strong understanding of SLA management and business process automation
Excellent documentation skills
Timeline & Budget:
Timeline: 2–4 weeks from kickoff
Budget: Open to fixed-price proposals or hourly bids with an estimated total.
To Apply:
Please share:
Brief summary of relevant past projects.
Your proposed approach & timeline.
Estimated cost (fixed or hourly) and availability.
I’m ready to get started ASAP—looking forward to your proposals!