Browse Cloud Flows

Weekly scheduled flow extracts all open Salesforce cases, writes them to an Excel workbook on SharePoint with pivot-ready formatting (by priority, age, owner), and notifies stakeholders.

On-demand flow retrieves all Salesforce object types, generates a structured documentation page listing each object, its label, API name, and key relationships, and saves it as a reference doc in SharePoint.

Periodically pull all users and their managers via Office 365 Users, build a hierarchical org chart, and publish to SharePoint.

Polls Salesforce every 15 minutes for high-priority or escalated cases and posts a formatted alert to a dedicated Teams support channel with case number, subject, account name, and owner.

After launching a Salesforce Bulk API job, this flow polls GetJobInfo every 5 minutes, posts progress updates (records processed, records failed) to a Teams channel, and sends a final completion/failure summary.

Aggregates premium connector usage per user from Dataverse inventory, cross-references with Office 365 Users license assignments, identifies users with premium licenses but zero premium connector usage in 60+ days, and exports a cost-savings opportunity report to Excel with an executive summary email.

Salesforce action: GetOpportunityRecords. Weekly flow pulls all open opportunities, calculates weighted pipeline by stage probability, writes forecast breakdown to Excel, and emails the report to sales leadership and finance.

Every Monday, pulls all key accounts from Salesforce filtered by account tier, builds an HTML health dashboard with revenue, open cases, and last activity date, and emails it to sales leadership.

Scheduled flow compiles all completed Outlook Tasks for the week and sends a summary to the user and their manager.

Compile success/failure rates, average durations, and top failing flows into a formatted email sent to the CoE team weekly.

Scheduled flow calls the Salesforce Analytics API via SendHTTPRequest, parses the tabular results, and writes them to an Excel workbook on SharePoint for Power BI consumption.

When a user posts a Salesforce record ID in a Teams channel, the flow fetches the full record details and replies with a rich adaptive card showing key fields, owner, last modified date, and a direct link to Salesforce.

Monthly flow pulls all Salesforce users, compares active vs. total license count, identifies inactive users (no login in 60+ days), writes utilization report to Excel, and emails IT admins for license optimization.

Triggers a Power BI dataset refresh when new data arrives in SharePoint or SQL Server. Sends a Teams notification when the refresh completes or fails, ensuring dashboards are always current.

Scheduled flow that queries SQL for invoices past their due date and posts an alert to a Teams channel with the overdue count and total amount.

When an Outlook 365 calendar event is about to start, post a reminder to a Teams channel so colleagues know you're about to be unavailable.

Monitors a project budget Excel workbook for changes. When expenses are added, calculates remaining budget, checks for threshold alerts (75%, 90%, 100%), and notifies project managers via Teams.

When a new Office 365 Group is created, auto-provision standard Teams channels (General, Announcements, Resources) with welcome messages.

On the 1st of each month, executes a stored procedure that aggregates the prior month's transactional data into a summary table. Demonstrates calling pre-built SQL logic from Power Automate.

Every Friday aggregates milestones (due dates, completion %, open/closed issue counts) from all product repos into a single Word document and emails it to Executives and Project Managers.