Power Automate Flow Creation for Form Processing
Budget: $30 – $250 AUD
I'm looking for an expert in Power Automate to create a flow that manages the entire process from form submission to post-signature workflows.
Key Tasks:
- Form Submission: The flow should pull data from a formidable web form, capturing client details and requirements, processing both hardware and service selections, and validating submitted information.
- Data Processing: It should organize hardware selections and details, structure service selections and requirements, and combine related information (quantities, pricing, etc.)
- Document Handling: The flow should determine which templates are needed, fill the templates, do pricing calculations, handle multiple items, and send documents for electronic signature.
- Signature Process: It should manage the document signing workflow and track completion status.
- Post-Signature Workflow: The flow should send conditional email notifications to relevant departments, store documents in our document management system, update tracking spreadsheets, and record transaction details.
Ideal Skills and Experience:
- Expertise in Power Automate and document management systems
- Proficient in data processing and email automation
- Prior experience in creating similar workflows
- Familiarity with tracking and pricing calculations
- Excellent attention to detail and ability to handle multiple items.
Key Tasks:
- Form Submission: The flow should pull data from a formidable web form, capturing client details and requirements, processing both hardware and service selections, and validating submitted information.
- Data Processing: It should organize hardware selections and details, structure service selections and requirements, and combine related information (quantities, pricing, etc.)
- Document Handling: The flow should determine which templates are needed, fill the templates, do pricing calculations, handle multiple items, and send documents for electronic signature.
- Signature Process: It should manage the document signing workflow and track completion status.
- Post-Signature Workflow: The flow should send conditional email notifications to relevant departments, store documents in our document management system, update tracking spreadsheets, and record transaction details.
Ideal Skills and Experience:
- Expertise in Power Automate and document management systems
- Proficient in data processing and email automation
- Prior experience in creating similar workflows
- Familiarity with tracking and pricing calculations
- Excellent attention to detail and ability to handle multiple items.