New to Power Automate - Any experts that want to help me walk through a couple of flows?

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BrieAnna Clothier
BrieAnna Clothier
10 Comments 5 Likes Name Dropper First Anniversary
in SKY Developer General Discussions

Hello,

I'm new to power automate and took the BB class a few months ago. I am now finally finding time to create some flows for my team and cannot remember all the steps to complete the flows I need properly. I tried to sign up for the class again but there were no upcoming times available.

I have 2 different RE NXT databases I would need to set up the workflows on, and I have 2 workflows to set up for each. One to notify a gift officer of gifts coming in from his portfolio. The other is a new donor communications workflow with 7 steps and conditional logic.

If anyone is able to help me, please let me know. A teams call where you can walk me through it as I set it up would be amazing. I learn best by doing.

The 7 step workflow I'm most concerned with getting set up is as described below.

7 Step Introduction Cycle Timeline

Day

(1) Intro Letter

1

(2) Intro follow up 1 (phone)

7

days after intro

8

a. Intro follow up 2 * (phone)

3

days after Attempt 1

11

b. Intro follow up 3 (email)

3

days after Attempt 2

14

(3) Touchpoint with Personal Note

14

days after Attempt 3

28

(4) Non-Responder Survey

21

days after personalized touch point

49

(5) Survey follow up

7

days after survey sent

56

a. Survey follow up 2 (call)

3

days after Attempt 1

59

b. Survey follow up 3 (email)

3

days after Attempt 2

62

(6) Touchpoint with Personal Note

21

days after survey follow up

80

(7) Final Letter

21

days after touchpoint

101

Time elapsed 3.4 months elapsed
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Comments

  • Alex Wong
    Alex Wong Community All-Star
    Ninth Anniversary 1,500 Likes 2500 Comments Name Dropper

    @BrieAnna Clothier
    what you want to do is definitely do-able. Community can help guide you through your own work and as you hit issues, will help you solve it. Not sure who may be available to get on meetings and calls with you to directly getting you from A to Z though. There are Blackbaud partners who can do this given paid work.

  • Austen Brown
    Austen Brown Community All-Star
    Ninth Anniversary 1,500 Likes 1000 Comments Name Dropper

    @BrieAnna Clothier - Echoing Alex, the community is a great place to pose questions and get help as you work through building these flows. I also recommend joining the Power Automate user group as it's a place you can ask questions live and get crowdsourced solutions.


    If this project ends up being too much, and you'd like to partner with an someone to build it for you - take a look at AutomateGenius. We have a team of RE NXT and Microsoft Power Automate exports that have helped many clients build custom automations.

  • BrieAnna Clothier
    BrieAnna Clothier
    10 Comments 5 Likes Name Dropper First Anniversary

    @Austen Brown Thanks. I'll do some more research to see if I can get it going on my own and will ask questions if I get stuck. I was hopeful someone could walk me through it but that was me being naive; it makes sense I would have to pay for that sort of in depth help.

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