Create a workflow tool using power automate and MS planner
Budget: $750 – $1,500 AUD
I am trying to create a workflow management tool where our users are working primarily in MS Planner to manage a workflow in a finance company.
What I am envisaging is:
1. The workflow starts from a Microsoft Form
2. it creates the first task in planner
3. the user enters an outcome in the task and this determines the next task to load
4. at time within the workflow an email is send to the client or the client owner (this will be captured in the MS form)
5. once the workflow is complete it closes
Ideally we would like it to connect to Xero practice manager to record hours spent on a. task.
If you need any more information please let me know.
In your proposal please confirm if you have completed work like this in the past and please provide examples
What I am envisaging is:
1. The workflow starts from a Microsoft Form
2. it creates the first task in planner
3. the user enters an outcome in the task and this determines the next task to load
4. at time within the workflow an email is send to the client or the client owner (this will be captured in the MS form)
5. once the workflow is complete it closes
Ideally we would like it to connect to Xero practice manager to record hours spent on a. task.
If you need any more information please let me know.
In your proposal please confirm if you have completed work like this in the past and please provide examples