Power Automate Jobs

I have a dedicated inbox that receives two PDFs for every job: a typed work order and a handwritten invoice, both already saved as PDFs. I need a repeatable solution that: • Downloads each new pair as the emails arrive • Matches the work order with its corresponding handwritten invoice • Extracts three data groups—Client details, Service details and Payment information—from the pair (OCR will be required on the handwritten file) • Places those fields into a clean Excel sheet laid out for direct import into QuickBooks A simple dashboard or script-based approach in Python, Power Automate, VBA, Zapier, or a similarly reliable toolset is fine as long as it runs unattended and can be triggered by new mail. Include error logging and a way for me to review ...

I'm seeking a Microsoft 365 Solutions Architect to help implement custom-built solutions across SharePoint, Power Platform, and Teams. The solutions will focus on: - Workflow Automation - Collaboration Tools - Document Management We are building a Microsoft 365-based operating platform for a lender-side distressed property development management business. We require SharePoint information architecture, segregated client data rooms, Teams, Microsoft Lists, Power Automate workflows, Power BI dashboards, Intune/Entra security, Purview governance and AI-ready structured data. We already have the business process and contractual control architecture mapped and need a Microsoft solutions architect to translate it into an engineered M365 environment. Ideal skills and experience: - ...

Quiero optimizar nuestro entorno de SharePoint automatizando los flujos de trabajo clave y enlazando la biblioteca de documentos con Power BI para poder explotar los datos sin mover archivos manualmente. Alcance principal • Diseñar y configurar flujos en SharePoint (Power Automate) que disparen aprobaciones, notificaciones y archivado automático según metadatos. • Asegurar que la gestión documental quede correctamente referenciada para su uso directo en Power BI, sin romper permisos ni control de versiones. • Construir un conjunto de informes financieros en Power BI que muestren ingresos, gastos, indicadores de rentabilidad y tablas comparativas en tiempo real, consumiendo la información procedente de SharePoint. Lo que necesito ver ...

We have Oracle and MS-SQL environments that need expert support, and for compliance purposes the work must be performed by someone who is physically located in Canada. Here is the immediate scope: Oracle upgrades – Plan and execute version upgrades on Development and Production databases, ensuring minimal downtime and a clean rollback path. – Review current backup, recovery and high-availability strategies and adjust them to suit the new versions. Ongoing operational support – Handle day-to-day administration, performance tuning, security patching and capacity planning. – Document every change clearly so our internal team can trace what was done and why. Integration assistance for active projects – Our developers are building Web and...

I am starting a multi-stage automation project and the very first milestone is to take the daily flood of Outlook messages off my plate. Here’s what I need right now: every new email that lands in my main Outlook inbox must be read automatically, identified as either a “request for quote” or “other enquiry”, stored neatly in an Excel file, and answered with a short receipt confirmation. In practical terms this means: • Outlook is the mailbox you will connect to. • The sorting logic must recognise “requests for quotes” as the top priority; everything else falls into a second bucket labelled “other enquiries”. • Each recognised enquiry adds (at minimum) Name, Email, Phone, Company, Subject, and Date into separate Exc...

I need an Excel workbook that lets my team enter sales figures through a user-friendly form and, with one click, posts each record into a master sheet. The whole point is to make data collection painless and consistent so I can move straight into analysing sales performance later. Data validation is non-negotiable. The form must stop typos and out-of-range numbers, force date entries to the current financial year, and offer drop-downs for product SKUs and sales reps. Whether you prefer VBA, Office Scripts, or Power Automate is up to you—as long as the solution runs inside Microsoft 365 on both desktop and (ideally) the web. Deliverables • Excel workbook with built-in form and automated submission • All validation rules implemented and tested against sample sales data ...

I have a busy shared Outlook mailbox and want every incoming message to be handled automatically. Using Power Automate, I need two core flows: one that sorts new mail into clear, searchable categories, and another that converts those messages into actionable tasks displayed on a live dashboard my whole team can access. The solution must sit entirely within Microsoft 365—leveraging Outlook and Power Automate—so there’s no third-party dependency and everything remains secure under our existing tenancy. If you feel a lightweight Teams tab or similar surface makes sense for the dashboard, I’m open to that, but the priority is a clean, real-time task list everyone on the team can see without extra licences or log-ins. Please build, test, and document the setup, then ...

I need an experienced Power Platform developer to jump in on a series of small-to-medium assignments that all centre on SharePoint/Dataverse. The core task right now is a Canvas app that captures data through user-friendly forms, stores everything in SharePoint/Dataverse, and triggers automated flows in Power Automate. Most of the workflows push documents and metadata to specific SharePoint libraries, so comfort moving information back and forth between Dataverse tables and SharePoint lists is essential. You’ll be handed wireframes, a field map, and access to an existing environment; from there I expect you to build the screens, patch the data, configure security roles, and create the necessary flows. Clean formula design, consistent naming conventions, and clear comments are non-ne...

Right now, colleagues type a mix of numbers and text straight into our Excel template every time we receive a new submission. I want that manual step gone. The goal is a simple, bullet-proof automation—ideally a VBA macro, Power Automate flow, or an add-in—that takes incoming mixed data and drops each field into the correct cell or table row without human involvement. It must preserve all existing formulas and formatting in the workbook and work on current Microsoft 365 versions. Deliverables • A working automated solution (VBA file, flow, or equivalent) • Clear setup notes so I can deploy it on other machines • A quick demo file or screen-record showing it in action I’ll test by running the tool on sample data and confirming every value lands ...

The goal is to connect my Xero organisation to Microsoft Power Automate so routine bookkeeping runs without manual data entry. I already have active Xero and Microsoft 365 accounts; what I need is a set of well-structured flows that move data between the two platforms, apply basic business rules, and post the results back to Xero in real time. Typical touchpoints will include invoices, payments, bank feeds and expense items, but I would like the flow design to stay flexible so additional triggers or actions can be dropped in later without starting from scratch. All steps must use the official Xero connector or REST API endpoints, respect rate limits, and log their activity for quick troubleshooting inside Power Automate. Deliverables • 1–3 reusable cloud flows built in Power...

DYNAMICS 365 FIELD SERVICE DEVELOPER - AUTOMATED CUSTOMER PDF REPORTS Peace of Mind Electrical Services uses Microsoft Dynamics 365 Field Service. We need a production-ready solution that automatically generates, stores, and emails branded customer PDF reports at two separate events: 1. When a Bookable Resource Booking is completed. 2. When the associated Work Order is completed. We have some automations already working; when WO is created to send SMS via Twillio and also when complete to send thank you email, but need to create a pdf of the WO with photos and details and send to customer. The reports must use Work Order and Booking data, customer-visible notes, photos, customer signature, itemized charges, tax/discounts, and final price. The solution should use Dataverse/Power Automat...

I need a production-ready cloud flow in Microsoft Power Automate that runs on a schedule, scans our Dataverse tables for leases reaching their next billing date, and then: • Calculates rent, charges, GST and TDS • Handles both monthly and quarterly billing schedules, applying any ownership-split logic that may vary by lease • Blocks duplicates by checking existing Draft Lease Invoice and Owner Split Invoice records • Creates the two corresponding Draft records in Dataverse, ready for review The full technical specification and acceptance criteria are already written and will be shared once we start, so you can work directly against clear field names, tables and sample data. Please send a concise but detailed project proposal describing the approach you would ta...

We are looking for an experienced **Microsoft Power Platform developer** to build a responsive **Power Apps Canvas application** connected directly to an existing **SharePoint List**, together with a multi-stage **Power Automate approval workflow**. The SharePoint List currently contains approximately **30 columns**, including text, multi-line text, date, choice, and attachment fields. The complete SharePoint schema will be provided to the selected freelancer. The application should provide a clean, responsive, and user-friendly interface for creating and managing submissions while ensuring reliable validation and data handling. The Power Automate workflow will manage the complete approval lifecycle, including automated notifications and SharePoint status updates at each stage. ## Core...