Visit reports automatically in view, without manual follow-up.
How we eased member support for a chamber of industry and commerce: Power Automate, Microsoft Planner and SharePoint track open visit reports and send reminders automatically.
Open visit reports slipped through.
The reports from member support had to be tracked by hand. It was hard to see which reports were overdue, and reminders ran manually, so they were error-prone.
- ✕Tracking visit reports manually
- ✕no overview of which reports are overdue
- ✕sending reminders by hand
Three Microsoft services, one automatic flow.
SharePoint, Power Automate and Microsoft Planner work together and track the open reports without manual work.
SharePoint as storage
The visit reports land in a structured SharePoint document library.
Power Automate checks
A flow automatically detects reports that have been open or unchanged for more than seven days.
Planner and reminder
The open reports become visible in Microsoft Planner and are bundled into an email reminder, without anyone following up by hand.
The resultNo report goes unnoticed anymore.
Member support sees open reports automatically, the weekly reminder runs by itself. The solution moved seamlessly from an earlier project to NordFlux and has run stably in continuous operation for years.
„With Mr Glowik we gained a very experienced expert who implemented our ideas around a SharePoint document library in no time. The collaboration was straightforward and professional. We will gladly run further projects with him.“
Chamber of Industry and Commerce
„An efficient automation with Power Automate and an integration into Microsoft Planner. After a short, focused briefing it went straight into implementation — fast, structured and solution-oriented. The collaboration was not only productive but genuinely fun. Clear recommendation!“
Chamber of Industry and Commerce
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