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Finance reporting automation Internal work sample

Finance operations workflow suite

Automated three recurring finance operations: targeted file-change alerts, a queryable email evidence trail and supplier price-list collection for downstream reconciliation.

3
Flow families in production
notifications · email pipeline · price lists

Evidence inputs

  • Group finance operations across Microsoft 365, SharePoint libraries, Outlook mail groups, Excel and supplier sites.
  • Power Automate · SharePoint · Outlook

Transformation

  • Routed SharePoint file-change alerts to the users who must act.
  • Logged defined mail-group messages and attachments into a structured evidence table and matching document archive.
  • Collected current supplier price lists for processing and reconciliation.

Controls & assurance

  • Linked each evidence-log row to its filed documents for auditability.
  • Limited notifications to accountable users to protect the signal.

Output

  • The standing flows surface file changes, create queryable evidence logs and collect supplier price lists without manual handling.

Business value

  • Reduces silent-change risk and manual handling while giving finance an auditable evidence trail and current pricing inputs.
  1. Problem

    Document changes went unnoticed, email evidence remained in individual inboxes and supplier price lists required manual collection.

  2. Approach

    Routed SharePoint file-change alerts to the users who must act.

  3. Outcome

    The standing flows surface file changes, create queryable evidence logs and collect supplier price lists without manual handling.

Business value

Reduces silent-change risk and manual handling while giving finance an auditable evidence trail and current pricing inputs.

Transformation route

  1. 01

    Routed SharePoint file-change alerts to the users who must act.

  2. 02

    Logged defined mail-group messages and attachments into a structured evidence table and matching document archive.

  3. 03

    Collected current supplier price lists for processing and reconciliation.

Decision log

  • Linked each evidence-log row to its filed documents for auditability.
  • Limited notifications to accountable users to protect the signal.
  • Used one collection path so pricing comparisons start from current published data.

This case study proves

  • Low-code automation (Power Automate) AI & Automation Applied

Full skill evidence →

What I learned

  • Structured capture turns inbox evidence into an auditable dataset.
  • Clear ownership keeps automated notifications actionable.

Future improvements

  • Add duplicate checks, exception handling, owner hand-off and measured time savings.
  • Connect processed price lists directly to the pricing benchmark.

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