Power Automate Configuration – Automated Invoice Processing in Microsoft 365
Budget: €30 – €250 EUR
Project Description: I am seeking a Power Automate specialist to configure an automated workflow in Microsoft 365 for invoice management, integrating Outlook and SharePoint.
Scope of Work:
1. Trigger Setup:
o The flow should be triggered when an email arrives in a dedicated mailbox (e.g., invoice_at_..... ).
2. Filtering Conditions:
o The flow should filter emails based on specific keywords in the subject line, such as “Rechnung”, “Faktura”, “Invoice”, “Payment”, etc.
3. Attachment Management:
o Only emails with attachments should be processed.
o Save attachments to a designated SharePoint folder (e.g., /Rechnungen/01-Rechnungen zu überprüfen).
4. Email Notifications:
o Send an alert to the administrator's email if an email does not meet the filtering criteria.
5. Error Handling:
o Ensure proper error handling to eliminate issues with dynamic values and expressions in Power Automate.
6. Testing & Validation:
o Conduct comprehensive testing and provide a final user guide for verification.
Technical Requirements:
• Proficiency in Power Automate within the Microsoft 365 environment.
• Experience with Outlook and SharePoint integrations.
• Familiarity with German-language environments (flows should be configured in German).
• Strong understanding of automation logic and expression handling in Power Automate.
• Ability to configure the entire workflow using the graphical interface without JSON editing.
Project Attributes (Additional Information):
• Security: All configurations must prioritize data security. Real email addresses and file paths will be shared upon project assignment.
• Collaboration: Clear communication and progress updates throughout the project are expected.
• Documentation: A detailed handover document explaining the flow logic is required.
• Scalability: The solution should be designed for potential expansion, such as additional folders or filters.
• Testing: Comprehensive testing is required to ensure the flow runs without errors.
Expected Outcome:
• Proper filtering of invoices.
• Automatic saving of relevant attachments in the specified SharePoint folders.
• Notification system for unfiltered emails.
• Clear documentation and a fully functional automation setup.
To Apply:
• Share your experience with similar projects.
• Provide a time estimate for completion.
• List any additional questions for clarification.
Scope of Work:
1. Trigger Setup:
o The flow should be triggered when an email arrives in a dedicated mailbox (e.g., invoice_at_..... ).
2. Filtering Conditions:
o The flow should filter emails based on specific keywords in the subject line, such as “Rechnung”, “Faktura”, “Invoice”, “Payment”, etc.
3. Attachment Management:
o Only emails with attachments should be processed.
o Save attachments to a designated SharePoint folder (e.g., /Rechnungen/01-Rechnungen zu überprüfen).
4. Email Notifications:
o Send an alert to the administrator's email if an email does not meet the filtering criteria.
5. Error Handling:
o Ensure proper error handling to eliminate issues with dynamic values and expressions in Power Automate.
6. Testing & Validation:
o Conduct comprehensive testing and provide a final user guide for verification.
Technical Requirements:
• Proficiency in Power Automate within the Microsoft 365 environment.
• Experience with Outlook and SharePoint integrations.
• Familiarity with German-language environments (flows should be configured in German).
• Strong understanding of automation logic and expression handling in Power Automate.
• Ability to configure the entire workflow using the graphical interface without JSON editing.
Project Attributes (Additional Information):
• Security: All configurations must prioritize data security. Real email addresses and file paths will be shared upon project assignment.
• Collaboration: Clear communication and progress updates throughout the project are expected.
• Documentation: A detailed handover document explaining the flow logic is required.
• Scalability: The solution should be designed for potential expansion, such as additional folders or filters.
• Testing: Comprehensive testing is required to ensure the flow runs without errors.
Expected Outcome:
• Proper filtering of invoices.
• Automatic saving of relevant attachments in the specified SharePoint folders.
• Notification system for unfiltered emails.
• Clear documentation and a fully functional automation setup.
To Apply:
• Share your experience with similar projects.
• Provide a time estimate for completion.
• List any additional questions for clarification.