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:
- Add the form record to a panel in iMIS
- 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:
- Send a confirmation e-mail to the member (pending approval)
- Send and wait for an approval to Membership staff (accessible via Microsoft Teams, Outlook, and on the web)
- If approved
- Write committee position record into iMIS
- 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):
- Analyze the sentiment (positivity / negativity score) of the e-mail body
- Find contacts by the sender's e-mail address
- Add the feedback into an iMIS panel with its sentiment score, optionally include iMIS ID of existing contact, if found
- 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):
- Get all active committee members (Activity records)
- For each record found, retrieve the member's contact record by ID
- 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:
- Run an IQA to find new members who have not been sent a contract to sign yet
- For each record found, send the new member a Docusign envelope to sign
- Update a panel to record the envelope ID, and status "pending"
Part 2
When a Docusign envelope status changes:
- Find the panel record with the matching envelope ID
- 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:
- Analyze the image using AI to extract contact information
- Find contacts by the last name and email address on the business card
- 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
- 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:
- Get Contact record
- 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:
- Fetch the contents of the file
- Compose a file description object. SeeWorking With Panel Fields
- Add a multi-instance panel record
Snapshot Monthly Member Counts
Monthly (on a schedule):
- Execute an IQA to get member count information
- Write a standalone panel record containing the month, year, and member count information
- Send a notification e-mail to staff containing the member counts