Automate Portal Data Entry Flow
Budget: ₹600 – ₹1,500 INR
I need a Microsoft Power Automate solution that can take over a repetitive data-entry routine inside our web portal. With my user-level editing rights I can already log in and make the changes by hand, but I want a flow that does it for me end-to-end.
How the task works today
1. I sign in to the portal.
2. From a first dropdown I choose a store, then from a second dropdown I choose its dashboard.
3. The page lists every agent assigned to that store.
4. An Excel file on OneDrive contains one row per agent: the agent’s name plus the data that must be entered in the portal.
5. I click the small icon next to each agent, fill in the values from Excel, save, and repeat until every store/dashboard combination is complete.
The sequence and fields are identical for every store and every agent, so the same script can run throughout.
What I need from you
• A ready-to-run Power Automate (cloud or Desktop) flow that performs the entire cycle: login → iterate through all stores/dashboards → match agents against the Excel file → open the edit dialog → enter the row’s data → save and continue until finished.
• Parameterisation where practical (URL, credentials stored securely in a connection or secret, path to the Excel file, etc.).
• Brief documentation explaining how to import the package, map connections, and update the Excel source when new agents appear.
• A short proof video or screenshots showing the flow running successfully on your side.
Acceptance criteria
– The automation completes a full pass without manual input, using only the editing rights available to my account.
– All matching agents receive the correct data and the portal confirms each save.
– Non-matching names in Excel are skipped cleanly, and any errors are surfaced in the run log.
If you have prior experience building UI-based automations with Power Automate’s Web Recorder, clicking through dropdowns, and reading from Excel connectors, this should be straightforward. Let’s streamline this process and free up hours of manual work.
How the task works today
1. I sign in to the portal.
2. From a first dropdown I choose a store, then from a second dropdown I choose its dashboard.
3. The page lists every agent assigned to that store.
4. An Excel file on OneDrive contains one row per agent: the agent’s name plus the data that must be entered in the portal.
5. I click the small icon next to each agent, fill in the values from Excel, save, and repeat until every store/dashboard combination is complete.
The sequence and fields are identical for every store and every agent, so the same script can run throughout.
What I need from you
• A ready-to-run Power Automate (cloud or Desktop) flow that performs the entire cycle: login → iterate through all stores/dashboards → match agents against the Excel file → open the edit dialog → enter the row’s data → save and continue until finished.
• Parameterisation where practical (URL, credentials stored securely in a connection or secret, path to the Excel file, etc.).
• Brief documentation explaining how to import the package, map connections, and update the Excel source when new agents appear.
• A short proof video or screenshots showing the flow running successfully on your side.
Acceptance criteria
– The automation completes a full pass without manual input, using only the editing rights available to my account.
– All matching agents receive the correct data and the portal confirms each save.
– Non-matching names in Excel are skipped cleanly, and any errors are surfaced in the run log.
If you have prior experience building UI-based automations with Power Automate’s Web Recorder, clicking through dropdowns, and reading from Excel connectors, this should be straightforward. Let’s streamline this process and free up hours of manual work.