Sharing my Power Automate template: Building a Board Give-Get Report

Susan Walters

Board Give-Get report:

BoardGive-GetReport_20250617163329.zip

Building a Board Give-Get Report_bbdevdays2025.pdf

This is the template that I demo'd at bbdevdays. It generates a separate Give-Get report for each board member and emails that to a person of your choosing.

- Required connections: Outlook 365, RE NXT, RENXT Query, Word Online, RENXT Gifts, OneDrive for Business, and Encodian (free connector used to parse data from the CSV query output)
- Suggested skill level required to use this template: Intermediate
- Category: Automation, Notification

The initial batch of variables initialized belong to the first Scope, for the query. The first scope is accessing the data from a db view query output to feed fields in the Word merge doc. This is useful for grabbing data that is not accessible through any of the connectors. This is also the scope that uses Encodian to parse the CSV that is created.

The next 3 concurrent sets of variables are related to board member Gives and Gets that are pulled during separate scopes in the For Each Board Member loop.

Just before the loop, there are two dictionaries that convert fund and appeal IDs to real language names.

Inside the loop the 4 scopes separate the steps for each type of data being pulled: Constituent data direct from the record, data from the query output, data for Give gifts, and data for Get gifts.

One alteration of this flow would be to pull the email out of the loop. Save the files inside the loop to a Teams/Sharepoint/OneDrive location, then send a single email outside the loop when the process is complete.

Feel free to contact me directly with questions: swalters @ hruthmd.org

Aldera Chisholm

Wow, this is a great idea! @Amir Sohani have you seen this?