Automated Placement Form Notifications Instant Placement Intake Alerts The Challenge (Problem): W...Automated Placement Form Notifications Instant Placement Intake Alerts The Challenge (Problem): W...
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Craig Yeates
• 20h
Automated Placement Form Notifications Instant Placement Intake Alerts
The Challenge (Problem): When a crucial 'Placement Information Form' was completed by a partner organization, the administrative team relied on manual monitoring or delayed alerts to know a submission was waiting. This lag meant new placement data wasn't processed immediately, slowing down the operational workflow.
The Automation (Solution): I built a multi-step Power Automate cloud flow.
Trigger: It initiates instantly when a new response is submitted via Microsoft Forms.
Logic: It automatically grabs the detailed form contents.
Action: It formats that data and uses a shared mailbox to send an immediate, structured email notification to the correct stakeholder group (e.g., the 'Early Childhood Studies' team), confirming who submitted the form and what the data is.
The Result (Outcome): This eliminated a manual monitoring step, ensuring the operations team is alerted to new data in real-time. It significantly reduced lead times for processing new placement requests and provides a traceable confirmation audit trail.
Tools Used: Microsoft Forms, Power Automate (Shared Mailbox), Data Ingestion logic.
Microsoft Power AutomateBusiness Workflow AutomationData AnalysisData EntryMicrosoft OutlookMicrosoft SharePoint
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