3
Flow families in production
notifications · email pipeline · price lists
Finance operations workflow suite
Finance reporting automation Internal work sample
Automated three recurring finance tasks: alerts when relevant files change, a searchable email record and collection of supplier price lists for reconciliation.
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The problem
Document changes went unnoticed, email evidence remained in individual inboxes and supplier price lists required manual collection.
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My role
Routed SharePoint file-change alerts to the users who must act.
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Where it stands
The standing flows surface file changes, create queryable evidence logs and collect supplier price lists without manual handling.
Results and evidence
Business impact
Reduces silent-change risk and manual handling while giving finance an auditable evidence trail and current pricing inputs.
How I did it
- 01
Logged defined mail-group messages and attachments into a structured evidence table and matching document archive.
- 02
Collected current supplier price lists for processing and reconciliation.
Tools and working context
Group finance operations across Microsoft 365, SharePoint libraries, Outlook mail groups, Excel and supplier sites.
- Tools
- Power Automate · SharePoint · Outlook · Excel
- Business area
- Finance operations · Procurement
- Skill type
- Automation · Data & Reporting
Why I made these choices
- 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.
Skills used
- Low-code automation (Power Automate) AI & Automation Applied
What I learned
- Structured capture turns inbox evidence into an auditable dataset.
- Clear ownership keeps automated notifications actionable.
What comes next
- Add duplicate checks, exception handling, owner hand-off and measured time savings.
- Connect processed price lists directly to the pricing benchmark.