Automation Idea Library

This page provides some ideas for automations and integrations using Microsoft Power Automate and the iMIS Power Automate Connector, to help jumpstart the automation journey.

Third-Party Form Data in iMIS

When a new JotForm is submitted:

  1. Add the form record to a panel in iMIS
  2. Send an e-mail notification to staff with a link to the panel record in the staff site

Self-Service Committee Members with Staff Approvals

When a committee request form is filled out:

  1. Send a confirmation e-mail to the member (pending approval)
  2. Send and wait for an approval to Membership staff (accessible via Microsoft Teams, Outlook, and on the web)
  3. If approved
  4. Write committee position record into iMIS
  5. Send a welcome e-mail to the member (request approved)

Automatic AI-Powered Member Feedback

When an e-mail is received to a special inbox (feedback@example.org):

  1. Analyze the sentiment (positivity / negativity score) of the e-mail body
  2. Find contacts by the sender's e-mail address
  3. Add the feedback into an iMIS panel with its sentiment score, optionally include iMIS ID of existing contact, if found
  4. Post a message to the Membership team channel notifying staff of new feedback

Automatically Send Documents to Committee Members

When a file is added to a special "committee attachments" folder in OneDrive (or SharePoint):

  1. Get all active committee members (Activity records)
  2. For each record found, retrieve the member's contact record by ID
  3. Send an e-mail to the committee member with the uploaded file as an attachment

Automated New Member Contract Signing

Part 1

One a regular schedule:

  1. Run an IQA to find new members who have not been sent a contract to sign yet
  2. For each record found, send the new member a Docusign envelope to sign
  3. Update a panel to record the envelope ID, and status "pending"

Part 2

When a Docusign envelope status changes:

  1. Find the panel record with the matching envelope ID
  2. Update the panel record with status "completed"

Create or Update an iMIS Contact by Taking a Photo of a Business Card

When an image is uploaded from a mobile device using the Flow Button app:

  1. Analyze the image using AI to extract contact information
  2. Find contacts by the last name and email address on the business card
  3. Did we find exactly one matching contact?
    • Yes: Update the existing record with new contact information from business card
    • No: Create a new contact record using details from the business card
  4. Send a confirmation chat message via Microsoft Teams with the details on the business card

Gift Notification Alert

When a Gift Activity of over $500 is inserted into iMIS:

  1. Get Contact record
  2. Post a message to a Teams channel with the amount, name of contact, and a link to the contact's giving history

Send a File from OneDrive to an iMIS Panel

When selecting a file in OneDrive for Business:

  1. Fetch the contents of the file
  2. Compose a file description object. SeeWorking With Panel Fields
  3. Add a multi-instance panel record

Snapshot Monthly Member Counts

Monthly (on a schedule):

  1. Execute an IQA to get member count information
  2. Write a standalone panel record containing the month, year, and member count information
  3. Send a notification e-mail to staff containing the member counts