Power Automate Workflow Optimization
Budget: €250 – €750 EUR
I am looking for a skilled professional experienced in Power Automate, Power Apps, and Microsoft 365 (SharePoint, OneDrive, Excel, Outlook, etc.) to develop a custom automation within my existing system.
The goal is to streamline project documentation and workflow management for a technical consultancy business.
Phase 1 – Initial Automation:
Create a Power Automate flow that, once a project offer is approved, automatically generates a complete project folder structure with all the required templates, base documents, and connections (for example: control Excel file, Word templates, reports folders, NDAs, etc.).
The system should:
Save the folder structure in a predefined location (SharePoint or OneDrive for Business).
Apply a standard naming convention (e.g., “Project_[Client]_[Date]”).
Link the generated items to subsequent automated workflows.
Phase 2 – Future Development (not included in this phase, but planned):
Automate the generation of reports (Word/PDF) from stored data.
Integrate review and approval processes.
Create custom Power Apps forms to feed project data into flows.
Integrate with Excel sheets and/or internal databases.
Freelancer requirements:
Proven experience with Power Automate and Power Apps.
Strong understanding of Microsoft 365 integrations (OneDrive, SharePoint, Outlook, Excel, Forms, etc.).
Ability to document and explain the workflow for maintenance.
Professional and structured approach (this is a business use case).
Deliverables for Phase 1:
Fully functional Power Automate flow.
Short documentation (steps, variables, and maintenance notes).
Working demo with a sample project offer.
Budget:
Initially for a simple automation. If the collaboration works well, there will be long-term opportunities to automate additional processes and report generation workflows.
The goal is to streamline project documentation and workflow management for a technical consultancy business.
Phase 1 – Initial Automation:
Create a Power Automate flow that, once a project offer is approved, automatically generates a complete project folder structure with all the required templates, base documents, and connections (for example: control Excel file, Word templates, reports folders, NDAs, etc.).
The system should:
Save the folder structure in a predefined location (SharePoint or OneDrive for Business).
Apply a standard naming convention (e.g., “Project_[Client]_[Date]”).
Link the generated items to subsequent automated workflows.
Phase 2 – Future Development (not included in this phase, but planned):
Automate the generation of reports (Word/PDF) from stored data.
Integrate review and approval processes.
Create custom Power Apps forms to feed project data into flows.
Integrate with Excel sheets and/or internal databases.
Freelancer requirements:
Proven experience with Power Automate and Power Apps.
Strong understanding of Microsoft 365 integrations (OneDrive, SharePoint, Outlook, Excel, Forms, etc.).
Ability to document and explain the workflow for maintenance.
Professional and structured approach (this is a business use case).
Deliverables for Phase 1:
Fully functional Power Automate flow.
Short documentation (steps, variables, and maintenance notes).
Working demo with a sample project offer.
Budget:
Initially for a simple automation. If the collaboration works well, there will be long-term opportunities to automate additional processes and report generation workflows.