Real Estate Automation with Microsoft 365
Budget: £750 – £1,500 GBP
I am seeking a freelancer with strong experience in Microsoft 365 and automation tools to help streamline our Real Estate investment committee process. The objective is to create an end-to-end automated workflow using Microsoft Power Automate, along with tools like Outlook, Word, SharePoint, and Teams. The process begins when a staff member submits a Real Estate investment proposal in PDF format, which is shared with committee members ahead of a scheduled meeting.
The key requirement is to extract relevant data from the submitted PDF (such as property details, financials, and key risks) and automatically populate a predefined meeting document or template. This should be distributed to attendees in advance via Outlook, with the meeting scheduled in Teams. Following the meeting, the solution should capture the Teams transcript and identify attendees, action points, and any significant discussion topics, automatically updating the same document with these details.
Once the minutes are compiled, the workflow should route the document to the Fund Manager for review. Upon their sign-off, it should then be distributed to the broader committee for feedback and final approval.
Once approved, a DocuSign process should be initiated to obtain digital signatures, and the final signed document should be stored in an appropriate SharePoint folder.
Keen to achieve this workflow with as much automation as possible using the Microsoft 365 suite. Please include your approach, suggested tools or techniques and any similar projects you've delivered in the past.
The key requirement is to extract relevant data from the submitted PDF (such as property details, financials, and key risks) and automatically populate a predefined meeting document or template. This should be distributed to attendees in advance via Outlook, with the meeting scheduled in Teams. Following the meeting, the solution should capture the Teams transcript and identify attendees, action points, and any significant discussion topics, automatically updating the same document with these details.
Once the minutes are compiled, the workflow should route the document to the Fund Manager for review. Upon their sign-off, it should then be distributed to the broader committee for feedback and final approval.
Once approved, a DocuSign process should be initiated to obtain digital signatures, and the final signed document should be stored in an appropriate SharePoint folder.
Keen to achieve this workflow with as much automation as possible using the Microsoft 365 suite. Please include your approach, suggested tools or techniques and any similar projects you've delivered in the past.