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  12. <title>Modern Work Management &#8211; Project and the Power Platform blog</title>
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  32. <title>Building a bulk edit solution using Microsoft 365 Excel and Power Automate Part 2</title>
  33. <link>https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/</link>
  34. <comments>https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/#respond</comments>
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  36. <pubDate>Mon, 07 Jul 2025 08:21:33 +0000</pubDate>
  37. <category><![CDATA[Add-on]]></category>
  38. <category><![CDATA[Administration]]></category>
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  62. <guid isPermaLink="false">http://pwmather.wordpress.com/?p=8731</guid>
  63.  
  64. <description><![CDATA[In part two we will walk through the two Power Automate flows used to build this solution. If you missed part 1, here is a link: https://pwmather.wordpress.com/2025/07/04/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-1/ As mentioned in part 1, this solution was built around the edison365 app but you can do the same for any app provided that application offers similar APIs.... <a class="more-link" href="https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/#more-8731">Continue Reading &#8594;</a>]]></description>
  65. <content:encoded><![CDATA[
  66. <p>In part two we will walk through the two Power Automate flows used to build this solution. If you missed part 1, here is a link: <a href="https://pwmather.wordpress.com/2025/07/04/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-1/" target="_blank" rel="noreferrer noopener">https://pwmather.wordpress.com/2025/07/04/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-1/</a></p>
  67.  
  68.  
  69.  
  70. <p>As mentioned in part 1, this solution was built around the <a href="https://www.edison365.com/?utm_source=pwmather.wordpress.com" target="_blank" rel="noreferrer noopener">edison365</a> app but you can do the same for any app provided that application offers similar APIs. Firstly we will take a look at the Power Automate flow that is used to populate the Excel table with the current data from the app. Below you can see the flow summary:</p>
  71.  
  72.  
  73.  
  74. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-10.png"><img width="609" height="800" data-attachment-id="8735" data-permalink="https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/image-414/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-10.png" data-orig-size="609,800" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-10.png?w=228" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-10.png?w=609" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-10.png?w=609" alt="" class="wp-image-8735" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-10.png 609w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-10.png?w=114 114w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-10.png?w=228 228w" sizes="(max-width: 609px) 100vw, 609px" /></a></figure>
  75.  
  76.  
  77.  
  78. <p>This flow is manually triggered, the first action is an HTTP action to call the source app API to get the data that you want to support bulk editing:</p>
  79.  
  80.  
  81.  
  82. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-11.png"><img width="1024" height="702" data-attachment-id="8737" data-permalink="https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/image-415/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-11.png" data-orig-size="1152,790" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-11.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-11.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-11.png?w=1024" alt="" class="wp-image-8737" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-11.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-11.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-11.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-11.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-11.png 1152w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  83.  
  84.  
  85.  
  86. <p>Here we just perform a GET request to the edison365 OData API and return the data we need for our scenario. This would be updated for your application / scenario to get the data you need. The next action is used to Parse the JSON data returned from the API so that we can easily use this data later in the flow. We then go into a loop using the Apply to each action and pass in the data from the previous Parse data action:</p>
  87.  
  88.  
  89.  
  90. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-12.png"><img width="1024" height="519" data-attachment-id="8739" data-permalink="https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/image-416/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-12.png" data-orig-size="1205,611" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-12.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-12.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-12.png?w=1024" alt="" class="wp-image-8739" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-12.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-12.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-12.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-12.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-12.png 1205w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  91.  
  92.  
  93.  
  94. <p>The first action inside the loop is the Excel &#8220;Get a row&#8221; action:</p>
  95.  
  96.  
  97.  
  98. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-13.png"><img loading="lazy" width="1024" height="530" data-attachment-id="8741" data-permalink="https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/image-417/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-13.png" data-orig-size="1193,618" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-13.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-13.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-13.png?w=1024" alt="" class="wp-image-8741" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-13.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-13.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-13.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-13.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-13.png 1193w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  99.  
  100.  
  101.  
  102. <p>We use this action to see if the target Excel table already contains a row for the project. The key properties here are &#8220;Key Column&#8221; which we select the ID column from the Excel table as this holds the internal project ID from the edison365 dataset and the other key property is &#8220;Key Value&#8221;. In &#8220;Key Value&#8221; we pass in the project ID value that was returned from API call:</p>
  103.  
  104.  
  105.  
  106. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-14.png"><img loading="lazy" width="955" height="553" data-attachment-id="8743" data-permalink="https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/image-418/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-14.png" data-orig-size="955,553" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-14.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-14.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-14.png?w=955" alt="" class="wp-image-8743" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-14.png 955w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-14.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-14.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-14.png?w=768 768w" sizes="(max-width: 955px) 100vw, 955px" /></a></figure>
  107.  
  108.  
  109.  
  110. <p>This action will then look to see if that project ID already exists in the ID column in the Excel table. The Condition action is then used check if the &#8220;Get a row&#8221; action did return a matching project ID:</p>
  111.  
  112.  
  113.  
  114. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-15.png"><img loading="lazy" width="1024" height="444" data-attachment-id="8746" data-permalink="https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/image-419/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-15.png" data-orig-size="1211,526" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-15.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-15.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-15.png?w=1024" alt="" class="wp-image-8746" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-15.png?w=1022 1022w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-15.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-15.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-15.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-15.png 1211w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  115.  
  116.  
  117.  
  118. <p>The &#8220;Get a row&#8221; action will fail if the row does not exists, to handle this the &#8220;Run after&#8221; setting on the Condition action is updated to include &#8220;Has failed&#8221;:</p>
  119.  
  120.  
  121.  
  122. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-16.png"><img loading="lazy" width="1024" height="489" data-attachment-id="8747" data-permalink="https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/image-420/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-16.png" data-orig-size="1125,538" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-16.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-16.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-16.png?w=1024" alt="" class="wp-image-8747" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-16.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-16.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-16.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-16.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-16.png 1125w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  123.  
  124.  
  125.  
  126. <p>If the Condition is True (the row for that project ID exists in the Excel table), the flow uses the Excel &#8220;Update a row&#8221; action to update the row in the Excel table with the latest data from the API call:</p>
  127.  
  128.  
  129.  
  130. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-18.png"><img loading="lazy" width="1024" height="713" data-attachment-id="8752" data-permalink="https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/image-422/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-18.png" data-orig-size="1180,822" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-18.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-18.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-18.png?w=1024" alt="" class="wp-image-8752" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-18.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-18.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-18.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-18.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-18.png 1180w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  131.  
  132.  
  133.  
  134. <p>The &#8220;Key Column&#8221; and &#8220;Key Value&#8221; properties are used to find / update the correct row using the data from the previous &#8220;Get a row&#8221; action:</p>
  135.  
  136.  
  137.  
  138. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-20.png"><img loading="lazy" width="1024" height="528" data-attachment-id="8755" data-permalink="https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/image-424/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-20.png" data-orig-size="1207,623" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-20.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-20.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-20.png?w=1024" alt="" class="wp-image-8755" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-20.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-20.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-20.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-20.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-20.png 1207w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  139.  
  140.  
  141.  
  142. <p>If the Condition is False (the row for that project ID does not exist in the Excel table), the flow uses the Excel &#8220;Add a row into a table&#8221; action to add the new row in the Excel table with the new project data from the API call:</p>
  143.  
  144.  
  145.  
  146. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-19.png"><img loading="lazy" width="1024" height="647" data-attachment-id="8753" data-permalink="https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/image-423/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-19.png" data-orig-size="1184,749" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-19.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-19.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-19.png?w=1024" alt="" class="wp-image-8753" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-19.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-19.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-19.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-19.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-19.png 1184w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  147.  
  148.  
  149.  
  150. <p>Both the &#8220;Update a row&#8221; and &#8220;Add a row into a table&#8221; actions will show properties for each column defined in the Excel table, here just pass in the data to be updated / added to the row in Excel:</p>
  151.  
  152.  
  153.  
  154. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-21.png"><img loading="lazy" width="1024" height="452" data-attachment-id="8757" data-permalink="https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/image-425/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-21.png" data-orig-size="1188,525" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-21.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-21.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-21.png?w=1024" alt="" class="wp-image-8757" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-21.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-21.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-21.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-21.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-21.png 1188w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  155.  
  156.  
  157.  
  158. <p>If the Excel &#8220;Update a row&#8221; action supported upsert, this flow could be simplified but unfortunately &#8220;Update a row&#8221; does not support upsert.</p>
  159.  
  160.  
  161.  
  162. <p>That&#8217;s it for the flow that handles updating the Excel table. Next up we will look at the Power Automate flow that reads the Excel data and updates the data in the target application. This flow would run after the user has made the changes they needed to the data in Excel. This flow is also manually triggered, the flow summary can be seen below:</p>
  163.  
  164.  
  165.  
  166. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-22.png"><img loading="lazy" width="373" height="819" data-attachment-id="8761" data-permalink="https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/image-426/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-22.png" data-orig-size="373,819" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-22.png?w=137" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-22.png?w=373" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-22.png?w=373" alt="" class="wp-image-8761" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-22.png 373w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-22.png?w=68 68w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-22.png?w=137 137w" sizes="(max-width: 373px) 100vw, 373px" /></a></figure>
  167.  
  168.  
  169.  
  170. <p>This flow might need to contain different actions than this example, it will depend on the API for the target application. We will walkthrough this flow so that you get the idea how this works and you could then map this to your own target application. These actions are specific to the target edison365 app we are using in this example. One of the example fields we are updating from the Excel table is a choice / lookup field so there are few steps we have to go through to ensure we get the correct data from the Excel field value as the choice fields in edison365 have a few properties / attributes &#8211; not just the label seen in Excel. The first action is to initialize and set a variable for the &#8220;Status&#8221; field name, we then have an HTTP action to get the field config from edison365:</p>
  171.  
  172.  
  173.  
  174. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-23.png"><img loading="lazy" width="945" height="593" data-attachment-id="8763" data-permalink="https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/image-427/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-23.png" data-orig-size="945,593" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-23.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-23.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-23.png?w=945" alt="" class="wp-image-8763" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-23.png 945w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-23.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-23.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-23.png?w=768 768w" sizes="(max-width: 945px) 100vw, 945px" /></a></figure>
  175.  
  176.  
  177.  
  178. <p>This allows us to get the additional properties / attributes for the Status field value from the Excel table row before we write that back to the target project in edison365. We then have a parse JSON data action to parse the JSON response from the HTTP action. The next set of actions are related, these are used to get all the possible choice values for the Status field from the HTTP API response. Firstly we filter the results from the API call to just get the data for the Status field:</p>
  179.  
  180.  
  181.  
  182. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-24.png"><img loading="lazy" width="948" height="430" data-attachment-id="8766" data-permalink="https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/image-428/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-24.png" data-orig-size="948,430" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-24.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-24.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-24.png?w=948" alt="" class="wp-image-8766" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-24.png 948w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-24.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-24.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-24.png?w=768 768w" sizes="(max-width: 948px) 100vw, 948px" /></a></figure>
  183.  
  184.  
  185.  
  186. <p>We then parse that filtered data to make it easier to pull out the filtered Status field data. The final action in this scope is a compose action to select just the choice options for the Status field, this gives us a list of valid choice options that are allowed in the Status field in edison365:</p>
  187.  
  188.  
  189.  
  190. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-25.png"><img loading="lazy" width="926" height="489" data-attachment-id="8768" data-permalink="https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/image-429/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-25.png" data-orig-size="926,489" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-25.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-25.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-25.png?w=926" alt="" class="wp-image-8768" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-25.png 926w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-25.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-25.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-25.png?w=768 768w" sizes="(max-width: 926px) 100vw, 926px" /></a></figure>
  191.  
  192.  
  193.  
  194. <p>We then need to read the rows in the source Excel table, for this we use the Excel action &#8220;List rows present in a table&#8221;:</p>
  195.  
  196.  
  197.  
  198. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-26.png"><img loading="lazy" width="923" height="464" data-attachment-id="8770" data-permalink="https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/image-430/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-26.png" data-orig-size="923,464" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-26.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-26.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-26.png?w=923" alt="" class="wp-image-8770" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-26.png 923w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-26.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-26.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-26.png?w=768 768w" sizes="(max-width: 923px) 100vw, 923px" /></a></figure>
  199.  
  200.  
  201.  
  202. <p>We then go into a loop passing in the data from the Excel action, for every row in the Excel table, the next set of actions will be repeated:</p>
  203.  
  204.  
  205.  
  206. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-27.png"><img loading="lazy" width="957" height="384" data-attachment-id="8772" data-permalink="https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/image-431/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-27.png" data-orig-size="957,384" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-27.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-27.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-27.png?w=957" alt="" class="wp-image-8772" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-27.png 957w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-27.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-27.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-27.png?w=768 768w" sizes="(max-width: 957px) 100vw, 957px" /></a></figure>
  207.  
  208.  
  209.  
  210. <p>The next two actions are required so that we can get the correct data to update the Status field value, we use a filter array action to find the Status choice value from the previous compose action based on the Status value found in the Excel table:</p>
  211.  
  212.  
  213.  
  214. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-28.png"><img loading="lazy" width="958" height="408" data-attachment-id="8774" data-permalink="https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/image-432/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-28.png" data-orig-size="958,408" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-28.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-28.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-28.png?w=958" alt="" class="wp-image-8774" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-28.png 958w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-28.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-28.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-28.png?w=768 768w" sizes="(max-width: 958px) 100vw, 958px" /></a></figure>
  215.  
  216.  
  217.  
  218. <p>We then have to select the Status choice value object from the returned array as when we update the data in edison365 for this Status field, it is expecting an object &#8211; not an array: </p>
  219.  
  220.  
  221.  
  222. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-29.png"><img loading="lazy" width="966" height="592" data-attachment-id="8776" data-permalink="https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/image-433/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-29.png" data-orig-size="966,592" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-29.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-29.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-29.png?w=966" alt="" class="wp-image-8776" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-29.png 966w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-29.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-29.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-29.png?w=768 768w" sizes="(max-width: 966px) 100vw, 966px" /></a></figure>
  223.  
  224.  
  225.  
  226. <p>We now have the data available to go and update the target project records in our application. To do this we have an HTTP POST action</p>
  227.  
  228.  
  229.  
  230. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-30.png"><img loading="lazy" width="962" height="726" data-attachment-id="8778" data-permalink="https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/image-434/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-30.png" data-orig-size="962,726" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-30.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-30.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-30.png?w=962" alt="" class="wp-image-8778" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-30.png 962w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-30.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-30.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-30.png?w=768 768w" sizes="(max-width: 962px) 100vw, 962px" /></a></figure>
  231.  
  232.  
  233.  
  234. <p>We pass in the project ID value from the source Excel table into the URL. The JSON payload is then added to the HTTP call:</p>
  235.  
  236.  
  237.  
  238. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-31.png"><img loading="lazy" width="957" height="767" data-attachment-id="8780" data-permalink="https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/image-435/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-31.png" data-orig-size="957,767" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-31.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-31.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-31.png?w=957" alt="" class="wp-image-8780" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-31.png 957w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-31.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-31.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-31.png?w=768 768w" sizes="(max-width: 957px) 100vw, 957px" /></a></figure>
  239.  
  240.  
  241.  
  242. <p>All dynamic data here comes from the Excel table apart from the Outputs data for the Status field, this is the Output from the previous compose action where the Status choice object value was selected from the array. </p>
  243.  
  244.  
  245.  
  246. <p>That&#8217;s it, a simple bulk edit / update solution built using Microsoft 365 Excel Online and Power Automate from the Power Platform. As mentioned at the start, the target app in this example was edison365 but you could easily build the same for other applications such as Project Online, Monday.com, ClickUp etc. </p>
  247. ]]></content:encoded>
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  250. <media:thumbnail url="https://pwmather.wordpress.com/wp-content/uploads/2025/07/a-vibrant-and-modern-image-for-a-blog-post-that-covers-bulk-editing-data-using-excel-and-power-autom.jpeg" />
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  252. <media:title type="html">Excel Bulk Edit</media:title>
  253. </media:content>
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  256. <media:title type="html">pwmather</media:title>
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  300. </item>
  301. <item>
  302. <title>Building a bulk edit solution using Microsoft 365 Excel and Power Automate Part 1</title>
  303. <link>https://pwmather.wordpress.com/2025/07/04/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-1/</link>
  304. <comments>https://pwmather.wordpress.com/2025/07/04/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-1/#comments</comments>
  305. <dc:creator><![CDATA[pwmather]]></dc:creator>
  306. <pubDate>Fri, 04 Jul 2025 18:39:50 +0000</pubDate>
  307. <category><![CDATA[Add-on]]></category>
  308. <category><![CDATA[App]]></category>
  309. <category><![CDATA[Configuration]]></category>
  310. <category><![CDATA[Customisation]]></category>
  311. <category><![CDATA[Functionality]]></category>
  312. <category><![CDATA[Information]]></category>
  313. <category><![CDATA[API]]></category>
  314. <category><![CDATA[automate]]></category>
  315. <category><![CDATA[automations]]></category>
  316. <category><![CDATA[Cloud]]></category>
  317. <category><![CDATA[edison365]]></category>
  318. <category><![CDATA[Excel]]></category>
  319. <category><![CDATA[Flow]]></category>
  320. <category><![CDATA[m365]]></category>
  321. <category><![CDATA[Microsoft]]></category>
  322. <category><![CDATA[Microsoft 365]]></category>
  323. <category><![CDATA[microsoft-365]]></category>
  324. <category><![CDATA[Power Automate]]></category>
  325. <category><![CDATA[Power Platform]]></category>
  326. <category><![CDATA[Web API]]></category>
  327. <guid isPermaLink="false">http://pwmather.wordpress.com/?p=8695</guid>
  328.  
  329. <description><![CDATA[In this two part series we will look at building a bulk edit solution for any app using Microsoft 365 Excel Online and Power Automate from the Power Platform stack. The prerequisites are: The app used here in this example is edison365 but provided your app offers the Read / Update APIs like edison365 does, you can... <a class="more-link" href="https://pwmather.wordpress.com/2025/07/04/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-1/#more-8695">Continue Reading &#8594;</a>]]></description>
  330. <content:encoded><![CDATA[
  331. <p>In this two part series we will look at building a bulk edit solution for any app using Microsoft 365 Excel Online and Power Automate from the Power Platform stack. The prerequisites are:</p>
  332.  
  333.  
  334.  
  335. <ul class="wp-block-list">
  336. <li>Excel Online</li>
  337.  
  338.  
  339.  
  340. <li>Power Automate</li>
  341.  
  342.  
  343.  
  344. <li>APIs for your app that support Reading data and Updating data</li>
  345. </ul>
  346.  
  347.  
  348.  
  349. <p>The app used here in this example is <a href="https://www.edison365.com/?utm_source=pwmather.wordpress.com" target="_blank" rel="noreferrer noopener">edison365</a> but provided your app offers the Read / Update APIs like edison365 does, you can easily apply the same process to your chosen app to build a bulk edit solution using everyone&#8217;s favourite grid / sheet tool &#8211; Excel.</p>
  350.  
  351.  
  352.  
  353. <p>In part one we will look at the data that we want to support in the example bulk edit solution, show the solution in action and start to look at the components used. </p>
  354.  
  355.  
  356.  
  357. <p>Firstly we will take a look at the data in an example app, in this case it&#8217;s the <a href="https://www.edison365.com/?utm_source=pwmather.wordpress.com" target="_blank" rel="noreferrer noopener">edison365</a> app as mentioned above. We have some sample / test projects that we&#8217;ll use for this demo. One of these projects can be seen below:</p>
  358.  
  359.  
  360.  
  361. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image.png"><img loading="lazy" width="1024" height="423" data-attachment-id="8709" data-permalink="https://pwmather.wordpress.com/2025/07/04/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-1/image-404/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image.png" data-orig-size="1425,589" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image.png?w=1024" alt="" class="wp-image-8709" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image.png 1425w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  362.  
  363.  
  364.  
  365. <p>From the image above, we will build a solution that enables a user to edit the three fields (PM DATE, test and Status) found at the top of the form in bulk for all projects via Excel. To see this in action, from the Excel file we have an empty table defined that contains the columns needed for the update:</p>
  366.  
  367.  
  368.  
  369. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-1.png"><img loading="lazy" width="858" height="269" data-attachment-id="8711" data-permalink="https://pwmather.wordpress.com/2025/07/04/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-1/image-405/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-1.png" data-orig-size="858,269" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-1.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-1.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-1.png?w=858" alt="" class="wp-image-8711" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-1.png 858w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-1.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-1.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-1.png?w=768 768w" sizes="(max-width: 858px) 100vw, 858px" /></a></figure>
  370.  
  371.  
  372.  
  373. <p>The first thing we need to do is populate the table with the current data. To do this, we click the Automate  tab then click the &#8220;Automate Work&#8221; button. This will then load the Power Automate flows available to you from the default environment:</p>
  374.  
  375.  
  376.  
  377. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-2.png"><img loading="lazy" width="1024" height="322" data-attachment-id="8712" data-permalink="https://pwmather.wordpress.com/2025/07/04/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-1/image-406/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-2.png" data-orig-size="1281,403" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-2.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-2.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-2.png?w=1024" alt="" class="wp-image-8712" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-2.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-2.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-2.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-2.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-2.png 1281w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  378.  
  379.  
  380.  
  381. <p>I&#8217;ve got two Power Automate flows built for this solution, one flow will export the data into the Excel table, the other will take the data from the Excel table and update the project records. Let&#8217;s click Run on the flow that handles the export of data into Excel:</p>
  382.  
  383.  
  384.  
  385. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-3.png"><img loading="lazy" width="1024" height="454" data-attachment-id="8714" data-permalink="https://pwmather.wordpress.com/2025/07/04/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-1/image-407/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-3.png" data-orig-size="1271,564" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-3.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-3.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-3.png?w=1024" alt="" class="wp-image-8714" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-3.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-3.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-3.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-3.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-3.png 1271w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  386.  
  387.  
  388.  
  389. <p>Then click &#8220;Run flow&#8221;:</p>
  390.  
  391.  
  392.  
  393. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-4.png"><img loading="lazy" width="1024" height="545" data-attachment-id="8716" data-permalink="https://pwmather.wordpress.com/2025/07/04/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-1/image-408/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-4.png" data-orig-size="1244,663" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-4.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-4.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-4.png?w=1024" alt="" class="wp-image-8716" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-4.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-4.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-4.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-4.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-4.png 1244w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  394.  
  395.  
  396.  
  397. <p>As the flow runs and processes data you will see the data start to appear in the table:</p>
  398.  
  399.  
  400.  
  401. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-5.png"><img loading="lazy" width="1024" height="356" data-attachment-id="8718" data-permalink="https://pwmather.wordpress.com/2025/07/04/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-1/image-409/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-5.png" data-orig-size="1275,444" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-5.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-5.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-5.png?w=1024" alt="" class="wp-image-8718" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-5.png?w=1022 1022w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-5.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-5.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-5.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-5.png 1275w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  402.  
  403.  
  404.  
  405. <p>Check the Flow runs history page to confirm the flow has finished. This table now contains data that is from the sample / test projects in my app. Now in Excel, update the data as needed &#8211; I&#8217;ve just updated the &#8220;test&#8221; field values to show &#8220;BLOG&#8221; and the &#8220;Status&#8221; value to all be &#8220;Open&#8221;:</p>
  406.  
  407.  
  408.  
  409. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-6.png"><img loading="lazy" width="916" height="356" data-attachment-id="8720" data-permalink="https://pwmather.wordpress.com/2025/07/04/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-1/image-410/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-6.png" data-orig-size="916,356" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-6.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-6.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-6.png?w=916" alt="" class="wp-image-8720" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-6.png 916w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-6.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-6.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-6.png?w=768 768w" sizes="(max-width: 916px) 100vw, 916px" /></a></figure>
  410.  
  411.  
  412.  
  413. <p>Now we want to push this updated data into the projects in <a href="https://www.edison365.com/?utm_source=pwmather.wordpress.com" target="_blank" rel="noreferrer noopener">edison365</a>. To do this we run the flow that handles the import:</p>
  414.  
  415.  
  416.  
  417. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-7.png"><img loading="lazy" width="1024" height="541" data-attachment-id="8722" data-permalink="https://pwmather.wordpress.com/2025/07/04/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-1/image-411/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-7.png" data-orig-size="1254,663" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-7.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-7.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-7.png?w=1024" alt="" class="wp-image-8722" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-7.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-7.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-7.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-7.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-7.png 1254w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  418.  
  419.  
  420.  
  421. <p>Once this flow has completed, we can check the projects to see that the updated data is now set as per the table in the Excel sheet. A couple of examples are below to show that the updated field values match Excel:</p>
  422.  
  423.  
  424.  
  425. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-8.png"><img loading="lazy" width="1024" height="467" data-attachment-id="8724" data-permalink="https://pwmather.wordpress.com/2025/07/04/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-1/image-412/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-8.png" data-orig-size="1407,642" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-8.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-8.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-8.png?w=1024" alt="" class="wp-image-8724" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-8.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-8.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-8.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-8.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-8.png 1407w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  426.  
  427.  
  428.  
  429. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-9.png"><img loading="lazy" width="1024" height="473" data-attachment-id="8726" data-permalink="https://pwmather.wordpress.com/2025/07/04/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-1/image-413/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-9.png" data-orig-size="1409,652" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-9.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-9.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-9.png?w=1024" alt="" class="wp-image-8726" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-9.png?w=1022 1022w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-9.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-9.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-9.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-9.png 1409w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  430.  
  431.  
  432.  
  433. <p>This is a very simple example but hopefully that gives you ideas on how you can build bulk edit / update solutions for your applications using Excel and Power Automate in Microsoft 365. In part two we will look at the two Power Automate flows used for the Export and Import process.</p>
  434. ]]></content:encoded>
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  439. <media:title type="html">Excel Bulk Edit</media:title>
  440. </media:content>
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  443. <media:title type="html">pwmather</media:title>
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  465. </item>
  466. <item>
  467. <title>Triggering a Power Automate flow from a custom web app part 3</title>
  468. <link>https://pwmather.wordpress.com/2025/06/04/triggering-a-power-automate-flow-from-a-custom-web-app-part-3/</link>
  469. <comments>https://pwmather.wordpress.com/2025/06/04/triggering-a-power-automate-flow-from-a-custom-web-app-part-3/#respond</comments>
  470. <dc:creator><![CDATA[pwmather]]></dc:creator>
  471. <pubDate>Wed, 04 Jun 2025 12:07:50 +0000</pubDate>
  472. <category><![CDATA[Add-on]]></category>
  473. <category><![CDATA[Administration]]></category>
  474. <category><![CDATA[App]]></category>
  475. <category><![CDATA[Customisation]]></category>
  476. <category><![CDATA[Functionality]]></category>
  477. <category><![CDATA[Information]]></category>
  478. <category><![CDATA[Workflow]]></category>
  479. <category><![CDATA[automations]]></category>
  480. <category><![CDATA[Cloud]]></category>
  481. <category><![CDATA[Dataverse]]></category>
  482. <category><![CDATA[edison365]]></category>
  483. <category><![CDATA[Entra ID]]></category>
  484. <category><![CDATA[Flow]]></category>
  485. <category><![CDATA[flows]]></category>
  486. <category><![CDATA[integrations]]></category>
  487. <category><![CDATA[intergrations]]></category>
  488. <category><![CDATA[m365]]></category>
  489. <category><![CDATA[Microsoft]]></category>
  490. <category><![CDATA[Microsoft 365]]></category>
  491. <category><![CDATA[Microsoft Flow]]></category>
  492. <category><![CDATA[microsoft-365]]></category>
  493. <category><![CDATA[Power Apps]]></category>
  494. <category><![CDATA[Power Automate]]></category>
  495. <category><![CDATA[Power Platform]]></category>
  496. <category><![CDATA[ReactJS]]></category>
  497. <category><![CDATA[VS Code]]></category>
  498. <category><![CDATA[Web API]]></category>
  499. <guid isPermaLink="false">http://pwmather.wordpress.com/?p=8668</guid>
  500.  
  501. <description><![CDATA[In part 3, the final part to this mini series, we will look at viewing the Power Automate flow history from inside the React JS web app. If you missed part 1 and 2, links can be seen below: Part 1: https://pwmather.wordpress.com/2025/05/31/triggering-a-power-automate-flow-from-a-custom-web-app-part-1/ Part 2: https://pwmather.wordpress.com/2025/06/02/triggering-a-power-automate-flow-from-a-custom-web-app-part-2/ In part 1 and 2 we set the scene then... <a class="more-link" href="https://pwmather.wordpress.com/2025/06/04/triggering-a-power-automate-flow-from-a-custom-web-app-part-3/#more-8668">Continue Reading &#8594;</a>]]></description>
  502. <content:encoded><![CDATA[
  503. <p>In part 3, the final part to this mini series, we will look at viewing the Power Automate flow history from inside the React JS web app. If you missed part 1 and 2, links can be seen below:</p>
  504.  
  505.  
  506.  
  507. <p>Part 1: <a href="https://pwmather.wordpress.com/2025/05/31/triggering-a-power-automate-flow-from-a-custom-web-app-part-1/" target="_blank" rel="noreferrer noopener">https://pwmather.wordpress.com/2025/05/31/triggering-a-power-automate-flow-from-a-custom-web-app-part-1/</a></p>
  508.  
  509.  
  510.  
  511. <p>Part 2: <a href="https://pwmather.wordpress.com/2025/06/02/triggering-a-power-automate-flow-from-a-custom-web-app-part-2/" target="_blank" rel="noreferrer noopener">https://pwmather.wordpress.com/2025/06/02/triggering-a-power-automate-flow-from-a-custom-web-app-part-2/</a></p>
  512.  
  513.  
  514.  
  515. <p>In part 1 and 2 we set the scene then looked at triggering the Power Automate flow from the simple React JS web app, the sample Power Automate flow, Entra ID app permissions and the sample code. In part 3 we will look at the option of showing the flow run history from inside the web app. Showing the run history in the app was displayed in part 2 but lets take another look to remind ourselves. In the app there is a button to view the flow runs:</p>
  516.  
  517.  
  518.  
  519. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-18.png"><img loading="lazy" width="1024" height="480" data-attachment-id="8674" data-permalink="https://pwmather.wordpress.com/2025/06/04/triggering-a-power-automate-flow-from-a-custom-web-app-part-3/image-398/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-18.png" data-orig-size="1116,524" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-18.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-18.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-18.png?w=1024" alt="" class="wp-image-8674" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-18.png?w=1022 1022w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-18.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-18.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-18.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-18.png 1116w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  520.  
  521.  
  522.  
  523. <p>This loaded a modal that shows the run history to the end user:</p>
  524.  
  525.  
  526.  
  527. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-19.png"><img loading="lazy" width="1024" height="614" data-attachment-id="8676" data-permalink="https://pwmather.wordpress.com/2025/06/04/triggering-a-power-automate-flow-from-a-custom-web-app-part-3/image-399/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-19.png" data-orig-size="1201,721" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-19.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-19.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-19.png?w=1024" alt="" class="wp-image-8676" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-19.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-19.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-19.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-19.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-19.png 1201w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  528.  
  529.  
  530.  
  531. <p>Pretty simple and a nice way for the user to see when the specific Power Automate flow run had completed along with the status. This data is read from the Dataverse flow run table using the Dataverse web API in the app. Some points worth noting regarding the Dataverse flow run table:</p>
  532.  
  533.  
  534.  
  535. <ul class="wp-block-list">
  536. <li>The Power Automate cloud flow must be part of a Solution for the cloud flow history to be added to the Dataverse flow run table</li>
  537.  
  538.  
  539.  
  540. <li>The flow run history is not updated instantly in Dataverse, it&#8217;s built on elastic tables and uses an asynchronous process so there can be a delay before the data is available</li>
  541.  
  542.  
  543.  
  544. <li>Flow owners need to have at least read access to the Dataverse flow run table to store the history in Dataverse</li>
  545. </ul>
  546.  
  547.  
  548.  
  549. <p>Details on the flow run table in Dataverse can be found here: <a href="https://learn.microsoft.com/en-us/power-automate/dataverse/cloud-flow-run-metadata" target="_blank" rel="noreferrer noopener">https://learn.microsoft.com/en-us/power-automate/dataverse/cloud-flow-run-metadata</a> </p>
  550.  
  551.  
  552.  
  553. <p>Now let&#8217;s take a look at some of the code from the sample web app that handles this. Firstly we need to generate an access token from the Dataverse environment:</p>
  554.  
  555.  
  556.  
  557. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-20.png"><img loading="lazy" width="607" height="326" data-attachment-id="8680" data-permalink="https://pwmather.wordpress.com/2025/06/04/triggering-a-power-automate-flow-from-a-custom-web-app-part-3/image-400/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-20.png" data-orig-size="607,326" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-20.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-20.png?w=607" src="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-20.png?w=607" alt="" class="wp-image-8680" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-20.png 607w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-20.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-20.png?w=300 300w" sizes="(max-width: 607px) 100vw, 607px" /></a></figure>
  558.  
  559.  
  560.  
  561. <p>Now we have the access token we can call the Dataverse web API:</p>
  562.  
  563.  
  564.  
  565. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-21.png"><img loading="lazy" width="1024" height="474" data-attachment-id="8682" data-permalink="https://pwmather.wordpress.com/2025/06/04/triggering-a-power-automate-flow-from-a-custom-web-app-part-3/image-401/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-21.png" data-orig-size="1555,720" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-21.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-21.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-21.png?w=1024" alt="" class="wp-image-8682" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-21.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-21.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-21.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-21.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-21.png 1555w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  566.  
  567.  
  568.  
  569. <p>In this example we&#8217;re selecting resource id (the workflow ID), status, start time and end time. We are also using a filter to filter the results for just the Power Automate cloud flow we&#8217;re interested in. Now the app has the data available this can be displayed how you wish. I&#8217;ve just pushed it to a table in a modal:</p>
  570.  
  571.  
  572.  
  573. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-22.png"><img loading="lazy" width="1024" height="666" data-attachment-id="8686" data-permalink="https://pwmather.wordpress.com/2025/06/04/triggering-a-power-automate-flow-from-a-custom-web-app-part-3/image-402/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-22.png" data-orig-size="1150,749" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-22.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-22.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-22.png?w=1024" alt="" class="wp-image-8686" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-22.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-22.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-22.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-22.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-22.png 1150w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  574.  
  575.  
  576.  
  577. <p>For this to work, the Entra ID app does need permission to Dataverse:</p>
  578.  
  579.  
  580.  
  581. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-23.png"><img loading="lazy" width="1024" height="401" data-attachment-id="8689" data-permalink="https://pwmather.wordpress.com/2025/06/04/triggering-a-power-automate-flow-from-a-custom-web-app-part-3/image-403/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-23.png" data-orig-size="1144,448" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-23.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-23.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-23.png?w=1024" alt="" class="wp-image-8689" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-23.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-23.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-23.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-23.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-23.png 1144w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  582.  
  583.  
  584.  
  585. <p>The permission needed is outlined in red above – from Dataverse the “Access Common Data Service as organization users&#8221; permission is required.</p>
  586.  
  587.  
  588.  
  589. <p>That&#8217;s it &#8211; a nice simple solution for integrating Power Platform Power Automate cloud flows into your web application that is authenticated using Entra ID. Just a simple example of what is possible when building your web applications in the Microsoft 365 stack, hooking into any other Microsoft service is very simple when your application uses Entra ID. This type of capability with Power Automate will be coming to the <a href="https://www.edison365.com/?utm_source=pwmather.wordpress.com" target="_blank" rel="noreferrer noopener">edison365</a> application very soon.</p>
  590. ]]></content:encoded>
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  595. <media:title type="html">Power Automate</media:title>
  596. </media:content>
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  599. <media:title type="html">pwmather</media:title>
  600. </media:content>
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  613. </item>
  614. <item>
  615. <title>Triggering a Power Automate flow from a custom web app part 2</title>
  616. <link>https://pwmather.wordpress.com/2025/06/02/triggering-a-power-automate-flow-from-a-custom-web-app-part-2/</link>
  617. <comments>https://pwmather.wordpress.com/2025/06/02/triggering-a-power-automate-flow-from-a-custom-web-app-part-2/#comments</comments>
  618. <dc:creator><![CDATA[pwmather]]></dc:creator>
  619. <pubDate>Mon, 02 Jun 2025 13:14:04 +0000</pubDate>
  620. <category><![CDATA[Administration]]></category>
  621. <category><![CDATA[App]]></category>
  622. <category><![CDATA[Configuration]]></category>
  623. <category><![CDATA[Customisation]]></category>
  624. <category><![CDATA[Functionality]]></category>
  625. <category><![CDATA[Information]]></category>
  626. <category><![CDATA[automations]]></category>
  627. <category><![CDATA[Azure]]></category>
  628. <category><![CDATA[Cloud]]></category>
  629. <category><![CDATA[Dataverse]]></category>
  630. <category><![CDATA[Flow]]></category>
  631. <category><![CDATA[integrations]]></category>
  632. <category><![CDATA[JavaScript]]></category>
  633. <category><![CDATA[m365]]></category>
  634. <category><![CDATA[Microsoft]]></category>
  635. <category><![CDATA[Microsoft 365]]></category>
  636. <category><![CDATA[Microsoft Flow]]></category>
  637. <category><![CDATA[microsoft-365]]></category>
  638. <category><![CDATA[Power Automate]]></category>
  639. <category><![CDATA[Power Platform]]></category>
  640. <category><![CDATA[ReactJS]]></category>
  641. <category><![CDATA[VS Code]]></category>
  642. <category><![CDATA[Web API]]></category>
  643. <guid isPermaLink="false">http://pwmather.wordpress.com/?p=8608</guid>
  644.  
  645. <description><![CDATA[In part 2 of this mini series we will take a look at the web application that supports triggering the Power Automate flows. If you missed part 1, here is a link: https://pwmather.wordpress.com/2025/05/31/triggering-a-power-automate-flow-from-a-custom-web-app-part-1/ In Part 1 we set the scene and mentioned Company A&#8217;s web app was already authenticating using Entra ID so the simple... <a class="more-link" href="https://pwmather.wordpress.com/2025/06/02/triggering-a-power-automate-flow-from-a-custom-web-app-part-2/#more-8608">Continue Reading &#8594;</a>]]></description>
  646. <content:encoded><![CDATA[
  647. <p>In part 2 of this mini series we will take a look at the web application that supports triggering the Power Automate flows. If you missed part 1, here is a link: <a href="https://pwmather.wordpress.com/2025/05/31/triggering-a-power-automate-flow-from-a-custom-web-app-part-1/" target="_blank" rel="noreferrer noopener">https://pwmather.wordpress.com/2025/05/31/triggering-a-power-automate-flow-from-a-custom-web-app-part-1/</a></p>
  648.  
  649.  
  650.  
  651. <p>In Part 1 we set the scene and mentioned Company A&#8217;s web app was already authenticating using Entra ID so the simple React JS web app that we will use in this blog post demo is using Entra ID. This blog post won&#8217;t cover all the code but we will just call out the key parts. We will also detail the Entra ID app permissions. </p>
  652.  
  653.  
  654.  
  655. <p>Firstly, let&#8217;s take a quick look at this simple React JS web app to give some context. Once the users are logged in with their Entra ID user account, they see a simple table that shows some projects:</p>
  656.  
  657.  
  658.  
  659. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image.png"><img loading="lazy" width="1024" height="509" data-attachment-id="8615" data-permalink="https://pwmather.wordpress.com/2025/06/02/triggering-a-power-automate-flow-from-a-custom-web-app-part-2/image-380/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image.png" data-orig-size="1226,610" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image.png?w=1024" alt="" class="wp-image-8615" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image.png 1226w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  660.  
  661.  
  662.  
  663. <p>The data in the table is just hard coded for demo purposes but could easily be swapped out to load data from an API. When the user clicks a Project Name from the table, they are navigated to a Project Details page:</p>
  664.  
  665.  
  666.  
  667. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-1.png"><img loading="lazy" width="1024" height="457" data-attachment-id="8617" data-permalink="https://pwmather.wordpress.com/2025/06/02/triggering-a-power-automate-flow-from-a-custom-web-app-part-2/image-381/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-1.png" data-orig-size="1186,530" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-1.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-1.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-1.png?w=1024" alt="" class="wp-image-8617" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-1.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-1.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-1.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-1.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-1.png 1186w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  668.  
  669.  
  670.  
  671. <p>From here the user can trigger the Power Automate flow or view the flow runs. There are two example ways to trigger the flow in this sample app as seen in the image above. This is purely for demonstration purposes for this blog post. In a production application I would always use the JSON payload option but we will look at both here. The user does not have to add anything to submit the Power Automate flow, the data required by the flow is taken from the app in this example and sent in the body of the request (JSON Payload example) or in a query string (Query string example). Using the above screenshot as an example, clicking the submit button would send &#8220;Test Project 3&#8221; project ID to the Power Automate flow. When the user clicks submit, they will get a notification. If successful:</p>
  672.  
  673.  
  674.  
  675. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-2.png"><img loading="lazy" width="1024" height="567" data-attachment-id="8620" data-permalink="https://pwmather.wordpress.com/2025/06/02/triggering-a-power-automate-flow-from-a-custom-web-app-part-2/image-382/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-2.png" data-orig-size="1082,600" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-2.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-2.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-2.png?w=1024" alt="" class="wp-image-8620" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-2.png?w=1022 1022w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-2.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-2.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-2.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-2.png 1082w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  676.  
  677.  
  678.  
  679. <p>If there is an error accessing the http trigger in Power Automate, they will see an error:</p>
  680.  
  681.  
  682.  
  683. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-3.png"><img loading="lazy" width="1024" height="484" data-attachment-id="8622" data-permalink="https://pwmather.wordpress.com/2025/06/02/triggering-a-power-automate-flow-from-a-custom-web-app-part-2/image-383/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-3.png" data-orig-size="1245,589" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-3.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-3.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-3.png?w=1024" alt="" class="wp-image-8622" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-3.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-3.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-3.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-3.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-3.png 1245w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  684.  
  685.  
  686.  
  687. <p>Errors would typically be around authentication / access to trigger the Power Automate flow as the HTTP trigger in my example can only be triggered by users in my tenant &#8211; we&#8217;ll cover this off when we look at the sample Power Automate flow:</p>
  688.  
  689.  
  690.  
  691. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-4.png"><img loading="lazy" width="646" height="88" data-attachment-id="8625" data-permalink="https://pwmather.wordpress.com/2025/06/02/triggering-a-power-automate-flow-from-a-custom-web-app-part-2/image-384/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-4.png" data-orig-size="646,88" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-4.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-4.png?w=646" src="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-4.png?w=646" alt="" class="wp-image-8625" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-4.png 646w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-4.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-4.png?w=300 300w" sizes="(max-width: 646px) 100vw, 646px" /></a></figure>
  692.  
  693.  
  694.  
  695. <p>The user can also see when the Power Automate flow last ran and see if it was successful or not by clicking the Flow runs button. This loads the data as seen below:</p>
  696.  
  697.  
  698.  
  699. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-6.png"><img loading="lazy" width="1024" height="699" data-attachment-id="8629" data-permalink="https://pwmather.wordpress.com/2025/06/02/triggering-a-power-automate-flow-from-a-custom-web-app-part-2/image-386/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-6.png" data-orig-size="1149,785" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-6.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-6.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-6.png?w=1024" alt="" class="wp-image-8629" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-6.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-6.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-6.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-6.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-6.png 1149w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  700.  
  701.  
  702.  
  703. <p>If this errors, the user will see an error on the modal:</p>
  704.  
  705.  
  706.  
  707. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-5.png"><img loading="lazy" width="1024" height="535" data-attachment-id="8627" data-permalink="https://pwmather.wordpress.com/2025/06/02/triggering-a-power-automate-flow-from-a-custom-web-app-part-2/image-385/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-5.png" data-orig-size="1225,641" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-5.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-5.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-5.png?w=1024" alt="" class="wp-image-8627" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-5.png?w=1022 1022w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-5.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-5.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-5.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-5.png 1225w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  708.  
  709.  
  710.  
  711. <p>The above error was forced by breaking the Dataverse web API query but typically this might error under normal usage if the logged on user or the Entra ID app does not have the correct permissions to query the Dataverse data.</p>
  712.  
  713.  
  714.  
  715. <p>That covers the basic example from an end user point of view for triggering a Power Automate flow and seeing the flow run history all from inside a web application. Now let&#8217;s take a look at some of the key areas in the code. As mentioned before, this will just call out and show some key parts, it&#8217;s not a step by step guide. </p>
  716.  
  717.  
  718.  
  719. <p>Firstly we&#8217;ll look at how we trigger the Power Automate flow from the web app. The flow is using &#8220;When an HTTP request is received” trigger, that is the only requirement for this example to work. This is so that our web app can call the HTTP URL endpoint to trigger the flow. The Power Automate trigger can be seen below:</p>
  720.  
  721.  
  722.  
  723. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-7.png"><img loading="lazy" width="902" height="746" data-attachment-id="8635" data-permalink="https://pwmather.wordpress.com/2025/06/02/triggering-a-power-automate-flow-from-a-custom-web-app-part-2/image-387/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-7.png" data-orig-size="902,746" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-7.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-7.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-7.png?w=902" alt="" class="wp-image-8635" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-7.png 902w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-7.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-7.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-7.png?w=768 768w" sizes="(max-width: 902px) 100vw, 902px" /></a></figure>
  724.  
  725.  
  726.  
  727. <p>The HTTP URL value is key to this, you&#8217;ll see this referenced in the code shortly. The JSON schema is simple here as we only pass in 1 value which is the project / record ID &#8211; you will see this in the code a bit later in this post. This trigger is set to only allow users in my tenant, that is something I would recommend. You could set it to Anyone for development purposes then you do not need any of the authentication in your web app for Power Automate:</p>
  728.  
  729.  
  730.  
  731. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-8.png"><img loading="lazy" width="642" height="284" data-attachment-id="8637" data-permalink="https://pwmather.wordpress.com/2025/06/02/triggering-a-power-automate-flow-from-a-custom-web-app-part-2/image-388/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-8.png" data-orig-size="642,284" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-8.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-8.png?w=642" src="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-8.png?w=642" alt="" class="wp-image-8637" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-8.png 642w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-8.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-8.png?w=300 300w" sizes="(max-width: 642px) 100vw, 642px" /></a></figure>
  732.  
  733.  
  734.  
  735. <p>For production scenarios, I would always look to restrict this to users in the tenant. Let&#8217;s now take a look at the code for calling the authenticated Power Automate trigger. A Power Automate access token is required from the flow service:</p>
  736.  
  737.  
  738.  
  739. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-9.png"><img loading="lazy" width="857" height="278" data-attachment-id="8640" data-permalink="https://pwmather.wordpress.com/2025/06/02/triggering-a-power-automate-flow-from-a-custom-web-app-part-2/image-389/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-9.png" data-orig-size="857,278" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-9.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-9.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-9.png?w=857" alt="" class="wp-image-8640" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-9.png 857w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-9.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-9.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-9.png?w=768 768w" sizes="(max-width: 857px) 100vw, 857px" /></a></figure>
  740.  
  741.  
  742.  
  743. <p>Once we have the access token, we can call the trigger. We have two examples, one with a JSON Payload and one with a Query string. Both options take the projectId from the app and pass this in. Below is the JSON example. The URL used is the one copied from the Power Automate trigger then in the Body of the request we pass in the recordID with the projectId value:</p>
  744.  
  745.  
  746.  
  747. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-10.png"><img loading="lazy" width="1024" height="456" data-attachment-id="8642" data-permalink="https://pwmather.wordpress.com/2025/06/02/triggering-a-power-automate-flow-from-a-custom-web-app-part-2/image-390/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-10.png" data-orig-size="1056,471" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-10.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-10.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-10.png?w=1024" alt="" class="wp-image-8642" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-10.png?w=1022 1022w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-10.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-10.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-10.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-10.png 1056w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  748.  
  749.  
  750.  
  751. <p>In the query string example, it is slightly different:</p>
  752.  
  753.  
  754.  
  755. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-11.png"><img loading="lazy" width="1024" height="355" data-attachment-id="8646" data-permalink="https://pwmather.wordpress.com/2025/06/02/triggering-a-power-automate-flow-from-a-custom-web-app-part-2/image-391/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-11.png" data-orig-size="1269,440" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-11.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-11.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-11.png?w=1024" alt="" class="wp-image-8646" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-11.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-11.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-11.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-11.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-11.png 1269w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  756.  
  757.  
  758.  
  759. <p>We don&#8217;t pass anything into the Body of the request, instead we&#8217;ve added a custom query string to the end of the URL and pass in the projectId from the app:</p>
  760.  
  761.  
  762.  
  763. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-12.png"><img loading="lazy" width="1024" height="176" data-attachment-id="8648" data-permalink="https://pwmather.wordpress.com/2025/06/02/triggering-a-power-automate-flow-from-a-custom-web-app-part-2/image-392/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-12.png" data-orig-size="1409,243" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-12.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-12.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-12.png?w=1024" alt="" class="wp-image-8648" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-12.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-12.png?w=1021 1021w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-12.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-12.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-12.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-12.png 1409w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  764.  
  765.  
  766.  
  767. <p>Both options will trigger the Power Automate flow and send the projectId data so that this can be used in the flow logic / actions. For the purpose of this blog post, I&#8217;ve got a very simple Power Automate flow that handles either being sent the JSON payload or the query string:</p>
  768.  
  769.  
  770.  
  771. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-13.png"><img loading="lazy" width="1024" height="702" data-attachment-id="8651" data-permalink="https://pwmather.wordpress.com/2025/06/02/triggering-a-power-automate-flow-from-a-custom-web-app-part-2/image-393/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-13.png" data-orig-size="1228,842" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-13.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-13.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-13.png?w=1024" alt="" class="wp-image-8651" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-13.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-13.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-13.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-13.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-13.png 1228w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  772.  
  773.  
  774.  
  775. <p>In the Parse actions, if you send a JSON payload the content is triggerBody() if you are using query strings the content is triggerOutputs()[&#8216;queries&#8217;]</p>
  776.  
  777.  
  778.  
  779. <p>The final part to the Power Automate section is ensuring the web app has correct permissions for accessing the authenticated Power Automate HTTP trigger, for this we look at the Entra ID app:</p>
  780.  
  781.  
  782.  
  783. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-14.png"><img loading="lazy" width="1024" height="415" data-attachment-id="8654" data-permalink="https://pwmather.wordpress.com/2025/06/02/triggering-a-power-automate-flow-from-a-custom-web-app-part-2/image-394/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-14.png" data-orig-size="1176,477" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-14.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-14.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-14.png?w=1024" alt="" class="wp-image-8654" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-14.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-14.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-14.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-14.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-14.png 1176w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  784.  
  785.  
  786.  
  787. <p>The permission needed is outlined in red above &#8211; from the Microsoft Flow Service the &#8220;Access Microsoft Flow as signed in user&#8221; permission is required.</p>
  788.  
  789.  
  790.  
  791. <p>If we now load the app and access &#8220;Test Project C&#8221; which is Project ID 19 and trigger both the JSON and query string versions we can then see the flow actions and see that project ID 19 is used:</p>
  792.  
  793.  
  794.  
  795. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-15.png"><img loading="lazy" width="1024" height="472" data-attachment-id="8662" data-permalink="https://pwmather.wordpress.com/2025/06/02/triggering-a-power-automate-flow-from-a-custom-web-app-part-2/image-395/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-15.png" data-orig-size="1144,528" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-15.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-15.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-15.png?w=1024" alt="" class="wp-image-8662" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-15.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-15.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-15.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-15.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-15.png 1144w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  796.  
  797.  
  798.  
  799. <p>The flow run for the JSON Payload example:</p>
  800.  
  801.  
  802.  
  803. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-16.png"><img loading="lazy" width="1024" height="640" data-attachment-id="8664" data-permalink="https://pwmather.wordpress.com/2025/06/02/triggering-a-power-automate-flow-from-a-custom-web-app-part-2/image-396/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-16.png" data-orig-size="1326,829" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-16.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-16.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-16.png?w=1024" alt="" class="wp-image-8664" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-16.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-16.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-16.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-16.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-16.png 1326w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  804.  
  805.  
  806.  
  807. <p>The flow run for the Query String example:</p>
  808.  
  809.  
  810.  
  811. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-17.png"><img loading="lazy" width="1024" height="652" data-attachment-id="8666" data-permalink="https://pwmather.wordpress.com/2025/06/02/triggering-a-power-automate-flow-from-a-custom-web-app-part-2/image-397/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-17.png" data-orig-size="1343,856" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-17.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-17.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-17.png?w=1024" alt="" class="wp-image-8666" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-17.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-17.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-17.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-17.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-17.png 1343w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  812.  
  813.  
  814.  
  815. <p>That&#8217;s it for part 2, we&#8217;ve covered what is required when calling the authenticated Power Automate HTTP triggered flows from a custom web app. In part 3 we will take a look at the code for calling the flow run history.</p>
  816. ]]></content:encoded>
  817. <wfw:commentRss>https://pwmather.wordpress.com/2025/06/02/triggering-a-power-automate-flow-from-a-custom-web-app-part-2/feed/</wfw:commentRss>
  818. <slash:comments>1</slash:comments>
  819. <media:thumbnail url="https://pwmather.wordpress.com/wp-content/uploads/2025/06/a-image-for-a-blog-post-that-shows-a-react-js-web-app-that-supports-triggering-a-power-automate-flow.jpeg" />
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  821. <media:title type="html">Blog</media:title>
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  825. <media:title type="html">pwmather</media:title>
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  863. </item>
  864. <item>
  865. <title>Triggering a Power Automate flow from a custom web app part 1</title>
  866. <link>https://pwmather.wordpress.com/2025/05/31/triggering-a-power-automate-flow-from-a-custom-web-app-part-1/</link>
  867. <comments>https://pwmather.wordpress.com/2025/05/31/triggering-a-power-automate-flow-from-a-custom-web-app-part-1/#comments</comments>
  868. <dc:creator><![CDATA[pwmather]]></dc:creator>
  869. <pubDate>Sat, 31 May 2025 21:48:37 +0000</pubDate>
  870. <category><![CDATA[Administration]]></category>
  871. <category><![CDATA[App]]></category>
  872. <category><![CDATA[Configuration]]></category>
  873. <category><![CDATA[Customisation]]></category>
  874. <category><![CDATA[Functionality]]></category>
  875. <category><![CDATA[Information]]></category>
  876. <category><![CDATA[Workflow]]></category>
  877. <category><![CDATA[automation]]></category>
  878. <category><![CDATA[Dataverse]]></category>
  879. <category><![CDATA[Entra ID]]></category>
  880. <category><![CDATA[Flow]]></category>
  881. <category><![CDATA[integration]]></category>
  882. <category><![CDATA[m365]]></category>
  883. <category><![CDATA[Microsoft]]></category>
  884. <category><![CDATA[Microsoft 365]]></category>
  885. <category><![CDATA[Microsoft Flow]]></category>
  886. <category><![CDATA[microsoft-365]]></category>
  887. <category><![CDATA[Power Apps]]></category>
  888. <category><![CDATA[Power Automate]]></category>
  889. <category><![CDATA[Power Platform]]></category>
  890. <category><![CDATA[ReactJS]]></category>
  891. <category><![CDATA[Web API]]></category>
  892. <guid isPermaLink="false">http://pwmather.wordpress.com/?p=8594</guid>
  893.  
  894. <description><![CDATA[In this new mini series we will take a look at a scenario / challenge we want to solve, set the scene then look at an option for solving the scenario / challenge. The scenario is found below but essentially what we will look at is triggering a Power Automate flow from a custom web... <a class="more-link" href="https://pwmather.wordpress.com/2025/05/31/triggering-a-power-automate-flow-from-a-custom-web-app-part-1/#more-8594">Continue Reading &#8594;</a>]]></description>
  895. <content:encoded><![CDATA[
  896. <p>In this new mini series we will take a look at a scenario / challenge we want to solve, set the scene then look at an option for solving the scenario / challenge. The scenario is found below but essentially what we will look at is triggering a Power Automate flow from a custom web app, passing data to the flow from the web app and then providing a way for the user to see when the flow completed without leaving the web app. In part 1 we will cover the scenario and talk about the solution that helps to solve this requirement.  </p>
  897.  
  898.  
  899.  
  900. <p><strong>The Scenario:</strong> Company A have a web application that is used to manage projects. Company A use Power Automate from Microsoft&#8217;s Power Platform for a lot of automations / integrations between various other systems. Currently these flows are set to run on a schedule but Company A want to support the users of the web application starting these flows from within the web application. It might be that the users have finished editing project data in the application and they want this data to be pushed to a finance system for example. They also want to provide a way for the users of the web application to view when the Power Automate flow has completed from within the web application. They also want to ensure the web application securely calls Power Automate. Luckily for Company A, their web application is an Entra ID / Azure AD authenticated web app, so this helps with options for interacting with other Microsoft 365 / Power Platform services.</p>
  901.  
  902.  
  903.  
  904. <p><strong>The Solution:</strong> As mentioned in the scenario, Company A&#8217;s web application is already an Entra ID /Azure AD authenticated web application so this is a great starting point as the authentication in the app is already using the Microsoft authentication (MSAL) library. So Company A have the web app and Entra ID app registered, ready to extend. The web app / Entra ID app is the first component we will cover. The next component to the solution is a Power Automate flow that can be triggered from an HTTP request using the &#8220;When an HTTP request is received&#8221; trigger. This flow trigger will need to be set up to receive data from the web app so that the flow knows which project record data to use in the flow actions. The final component to this solution is Dataverse as we will use the Dataverse Flow Run table to show the user the status of the Power Automate flows from inside the web app. All pretty straight forward.</p>
  905.  
  906.  
  907.  
  908. <p>As we walk through the solution, we will use a simple React JS web application that uses Microsoft Entra ID for authentication and just highlight the key areas in the code and the Entra ID app permissions. The Power Automate flow will be a very simple example to show this concept so that hopefully this blog post series gives you some ideas on how you can trigger Power Automate flows from your custom web apps and pass in data to the flow.</p>
  909.  
  910.  
  911.  
  912. <p>Now we&#8217;ve set the scene, next up is part 2 where we will look at key areas of the JavaScript code in our simple React JS web app and take a look at the Entra ID app permissions.</p>
  913. ]]></content:encoded>
  914. <wfw:commentRss>https://pwmather.wordpress.com/2025/05/31/triggering-a-power-automate-flow-from-a-custom-web-app-part-1/feed/</wfw:commentRss>
  915. <slash:comments>2</slash:comments>
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  918. <media:title type="html">Design an image for a blog post on Power Automate in a custom web app. Ensure Power Automate is</media:title>
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  925. <item>
  926. <title>The Future of Project Online</title>
  927. <link>https://pwmather.wordpress.com/2025/05/16/the-future-of-project-online/</link>
  928. <comments>https://pwmather.wordpress.com/2025/05/16/the-future-of-project-online/#respond</comments>
  929. <dc:creator><![CDATA[pwmather]]></dc:creator>
  930. <pubDate>Fri, 16 May 2025 09:48:19 +0000</pubDate>
  931. <category><![CDATA[Administration]]></category>
  932. <category><![CDATA[Information]]></category>
  933. <category><![CDATA[Configuration]]></category>
  934. <category><![CDATA[App]]></category>
  935. <category><![CDATA[edison365]]></category>
  936. <category><![CDATA[m365]]></category>
  937. <category><![CDATA[Microsoft]]></category>
  938. <category><![CDATA[Microsoft 365]]></category>
  939. <category><![CDATA[MS Project]]></category>
  940. <category><![CDATA[PPM]]></category>
  941. <category><![CDATA[Project]]></category>
  942. <category><![CDATA[Project Management]]></category>
  943. <category><![CDATA[Project Online]]></category>
  944. <category><![CDATA[Task Management]]></category>
  945. <category><![CDATA[Work Management]]></category>
  946. <guid isPermaLink="false">http://pwmather.wordpress.com/?p=8580</guid>
  947.  
  948. <description><![CDATA[As you&#8217;ve probably all seen, many Microsoft partners and Project Online SMEs are talking about and posting on the Future of Project Online. Project Online is Microsoft&#8217;s leading Enterprise ready Project Management tool in Microsoft 365 that contains many of the features we&#8217;ve all grown to love and depend on over the years. As you... <a class="more-link" href="https://pwmather.wordpress.com/2025/05/16/the-future-of-project-online/#more-8580">Continue Reading &#8594;</a>]]></description>
  949. <content:encoded><![CDATA[
  950. <p>As you&#8217;ve probably all seen, many Microsoft partners and Project Online SMEs are talking about and posting on the Future of Project Online. Project Online is Microsoft&#8217;s leading Enterprise ready Project Management tool in Microsoft 365 that contains many of the features we&#8217;ve all grown to love and depend on over the years. As you probably all know, Project Online is a tool I&#8217;ve grown very fond of over the years but unfortunately all good things do have to eventually come to an end. To be clear, there is no set end of life date for Project Online as it stands but we all know it is coming and now is probably a good time to start thinking about your options and next steps. What we do know is that some key features will be removed from Project Online come April 2nd 2026. These include:</p>
  951.  
  952.  
  953.  
  954. <ul class="wp-block-list">
  955. <li>Project Lifecyle Workflows</li>
  956.  
  957.  
  958.  
  959. <li>SharePoint add-ins
  960. <ul class="wp-block-list">
  961. <li>These potentially could be rebuilt using the SharePoint Framework (SPFx) but in my opinion, why bother investing the effort for an old platform</li>
  962. </ul>
  963. </li>
  964.  
  965.  
  966.  
  967. <li>Project Online Remote Event Receivers via the Azure ACS</li>
  968. </ul>
  969.  
  970.  
  971.  
  972. <p>If you are using these features, that date will fast approach so hopefully you&#8217;ve got plans in place already. Working with the team at <a href="https://edison365.com/edison365-vs-microsoft-project-comparison/?utm_source=pwmather.wordpress.com" target="_blank" rel="noreferrer noopener">edison365</a>, I recently created a video on the Future of Project Online, it&#8217;s only 5 minutes long &#8211; have a watch and hopefully you will find it informative. The video can be seen below:</p>
  973.  
  974.  
  975.  
  976. <figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"><div class="wp-block-embed__wrapper">
  977. <div class="jetpack-video-wrapper"><div class="embed-youtube"><iframe title="The Future of Microsoft Project Online: Q&amp;A w/ Microsoft MVP" width="736" height="414" src="https://www.youtube.com/embed/PoftB-46u6U?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe></div></div>
  978. </div></figure>
  979.  
  980.  
  981.  
  982. <p>Or here is the link to the video <a href="https://youtu.be/PoftB-46u6U" target="_blank" rel="noreferrer noopener">https://youtu.be/PoftB-46u6U</a></p>
  983.  
  984.  
  985.  
  986. <p>Do feel free to reach out to me to talk about ideas or challenges you are having with considering your options for Project Online. </p>
  987. ]]></content:encoded>
  988. <wfw:commentRss>https://pwmather.wordpress.com/2025/05/16/the-future-of-project-online/feed/</wfw:commentRss>
  989. <slash:comments>0</slash:comments>
  990. <media:thumbnail url="https://pwmather.wordpress.com/wp-content/uploads/2025/05/create-an-image-for-a-blog-post-on-the-future-of-project-online.-include-the-text-the-future-of-pro.jpeg" />
  991. <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/05/create-an-image-for-a-blog-post-on-the-future-of-project-online.-include-the-text-the-future-of-pro.jpeg" medium="image">
  992. <media:title type="html">Create an image for a blog post on the future of Project Online. Include the text The Future of Pro</media:title>
  993. </media:content>
  994.  
  995. <media:content url="https://0.gravatar.com/avatar/fce6d1029578fdfff31a4bbcb36cb4be24e935ff707769caa3d2db5c5e9c3ddd?s=96&#38;d=identicon&#38;r=G" medium="image">
  996. <media:title type="html">pwmather</media:title>
  997. </media:content>
  998. </item>
  999. <item>
  1000. <title>Using AI Builder in Power Automate to generate ideas to help solve challenges Part 2</title>
  1001. <link>https://pwmather.wordpress.com/2025/04/21/using-ai-builder-in-power-automate-to-generate-ideas-to-help-solve-challenges-part-2/</link>
  1002. <comments>https://pwmather.wordpress.com/2025/04/21/using-ai-builder-in-power-automate-to-generate-ideas-to-help-solve-challenges-part-2/#respond</comments>
  1003. <dc:creator><![CDATA[pwmather]]></dc:creator>
  1004. <pubDate>Mon, 21 Apr 2025 10:09:46 +0000</pubDate>
  1005. <category><![CDATA[Add-on]]></category>
  1006. <category><![CDATA[Administration]]></category>
  1007. <category><![CDATA[App]]></category>
  1008. <category><![CDATA[Configuration]]></category>
  1009. <category><![CDATA[Customisation]]></category>
  1010. <category><![CDATA[Functionality]]></category>
  1011. <category><![CDATA[Information]]></category>
  1012. <category><![CDATA[Uncategorized]]></category>
  1013. <category><![CDATA[Workflow]]></category>
  1014. <category><![CDATA[AI]]></category>
  1015. <category><![CDATA[AI Builder]]></category>
  1016. <category><![CDATA[artificial-intelligence]]></category>
  1017. <category><![CDATA[automation]]></category>
  1018. <category><![CDATA[automations]]></category>
  1019. <category><![CDATA[Azure OpenAI]]></category>
  1020. <category><![CDATA[azure-openai]]></category>
  1021. <category><![CDATA[Cloud]]></category>
  1022. <category><![CDATA[edison365]]></category>
  1023. <category><![CDATA[Flow]]></category>
  1024. <category><![CDATA[GenAI]]></category>
  1025. <category><![CDATA[generativeai]]></category>
  1026. <category><![CDATA[Idea Management]]></category>
  1027. <category><![CDATA[Ideas]]></category>
  1028. <category><![CDATA[Innovation]]></category>
  1029. <category><![CDATA[innovation-management]]></category>
  1030. <category><![CDATA[Low Code / No Code]]></category>
  1031. <category><![CDATA[low-code]]></category>
  1032. <category><![CDATA[low-no-code]]></category>
  1033. <category><![CDATA[m365]]></category>
  1034. <category><![CDATA[Microsoft]]></category>
  1035. <category><![CDATA[Microsoft 365]]></category>
  1036. <category><![CDATA[Microsoft Flow]]></category>
  1037. <category><![CDATA[Microsoft365]]></category>
  1038. <category><![CDATA[no-code]]></category>
  1039. <category><![CDATA[Power Automate]]></category>
  1040. <category><![CDATA[Power Platform]]></category>
  1041. <category><![CDATA[technology]]></category>
  1042. <guid isPermaLink="false">http://pwmather.wordpress.com/?p=8530</guid>
  1043.  
  1044. <description><![CDATA[In the second part of this mini series we will walkthrough the Power Platform Power Automate flow created for this generative AI solution. If you missed part 1, you can find the link below where we covered the intro to the solution: https://pwmather.wordpress.com/2025/04/14/using-ai-builder-in-power-automate-to-generate-ideas-to-help-solve-challenges-part-1/This post will guide you step by step on the actions used in... <a class="more-link" href="https://pwmather.wordpress.com/2025/04/21/using-ai-builder-in-power-automate-to-generate-ideas-to-help-solve-challenges-part-2/#more-8530">Continue Reading &#8594;</a>]]></description>
  1045. <content:encoded><![CDATA[
  1046. <p>In the second part of this mini series we will walkthrough the Power Platform Power Automate flow created for this generative AI solution. If you missed part 1, you can find the link below where we covered the intro to the solution: <a href="https://pwmather.wordpress.com/2025/04/14/using-ai-builder-in-power-automate-to-generate-ideas-to-help-solve-challenges-part-1/" target="_blank" rel="noreferrer noopener">https://pwmather.wordpress.com/2025/04/14/using-ai-builder-in-power-automate-to-generate-ideas-to-help-solve-challenges-part-1/</a><br>This post will guide you step by step on the actions used in the Power Automate flow and cover the custom prompt that was created in AI Builder. As mentioned at the start of part 1, the innovation management tool used here in this example is <a href="https://www.edison365.com/?utm_source=pwmather.wordpress.com" target="_blank" rel="noreferrer noopener">edison365</a> but provided your idea / innovation management software app provides config and APIs like the edison365 app does you can easily build this Power Automate solution for your chosen idea / innovation management solution.</p>
  1047.  
  1048.  
  1049.  
  1050. <p>The flow used for this example, is very similar to the flow used for the project risk example found here (<a href="https://pwmather.wordpress.com/2025/03/26/using-ai-builder-in-power-automate-to-generate-potential-project-risks-part-2/" target="_blank" rel="noreferrer noopener">https://pwmather.wordpress.com/2025/03/26/using-ai-builder-in-power-automate-to-generate-potential-project-risks-part-2/</a>), the actions almost identical. The key difference is the prompt for the generative AI service. In summary, this flow will get the challenge description / detail, look up the user who created the challenge, pass the challenge detail into the custom AI prompt, generate 3 example ideas to solve the challenge, send these to the user for approval and create the ideas in the edison365 app against the challenge assuming they are approved.</p>
  1051.  
  1052.  
  1053.  
  1054. <p>The flow runs on a daily schedule as the HTTP action to get the challenge details will filter for new challenges created that day.</p>
  1055.  
  1056.  
  1057.  
  1058. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-11.png"><img loading="lazy" width="965" height="618" data-attachment-id="8539" data-permalink="https://pwmather.wordpress.com/2025/04/21/using-ai-builder-in-power-automate-to-generate-ideas-to-help-solve-challenges-part-2/image-366/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-11.png" data-orig-size="965,618" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-11.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-11.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-11.png?w=965" alt="" class="wp-image-8539" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-11.png 965w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-11.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-11.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-11.png?w=768 768w" sizes="(max-width: 965px) 100vw, 965px" /></a></figure>
  1059.  
  1060.  
  1061.  
  1062. <p>Next up are 3 variables used to store values for the API calls to the edison365 APIs, depending on your innovation management app, you may not need to pass anything into the headers for API calls. One of the values I have in this example is the API key but in a production flow, please store these securely in something like Azure Key Vault as detailed here: <a href="https://pwmather.wordpress.com/2025/03/17/securing-sensitive-data-such-as-keys-and-secrets-when-using-power-automate/" target="_blank" rel="noreferrer noopener">https://pwmather.wordpress.com/2025/03/17/securing-sensitive-data-such-as-keys-and-secrets-when-using-power-automate/</a> Next we have an HTTP action to get a list of challenge records where we want AI to suggest potential ideas to help solve these challenges. This action will be different depending on your chosen innovation management app API. For the purpose of this example the HTTP action calls the edison365 OData /RecordReports endpoint to return all challenge records that I created today. It uses the OData filter option to filter on the “created” field which is the date the challenge record was created and the “createdBy” field which is the GUID of the user who created the challenge:</p>
  1063.  
  1064.  
  1065.  
  1066. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-12.png"><img loading="lazy" width="935" height="717" data-attachment-id="8541" data-permalink="https://pwmather.wordpress.com/2025/04/21/using-ai-builder-in-power-automate-to-generate-ideas-to-help-solve-challenges-part-2/image-367/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-12.png" data-orig-size="935,717" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-12.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-12.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-12.png?w=935" alt="" class="wp-image-8541" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-12.png 935w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-12.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-12.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-12.png?w=768 768w" sizes="(max-width: 935px) 100vw, 935px" /></a></figure>
  1067.  
  1068.  
  1069.  
  1070. <p>The response data from the HTTP action is the parsed using a parse data action before passing in the parsed data to the &#8220;Apply to each&#8221; loop:</p>
  1071.  
  1072.  
  1073.  
  1074. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-13.png"><img loading="lazy" width="978" height="516" data-attachment-id="8543" data-permalink="https://pwmather.wordpress.com/2025/04/21/using-ai-builder-in-power-automate-to-generate-ideas-to-help-solve-challenges-part-2/image-368/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-13.png" data-orig-size="978,516" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-13.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-13.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-13.png?w=978" alt="" class="wp-image-8543" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-13.png 978w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-13.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-13.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-13.png?w=768 768w" sizes="(max-width: 978px) 100vw, 978px" /></a></figure>
  1075.  
  1076.  
  1077.  
  1078. <p>The loop is used to loop through all of the challenge records returned from the &#8220;HTTP &#8211; GET Challenge Records&#8221; action. A &#8220;Get user profile&#8221; action is used next to get the user&#8217;s email address from the user&#8217;s GUID:</p>
  1079.  
  1080.  
  1081.  
  1082. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-14.png"><img loading="lazy" width="993" height="512" data-attachment-id="8545" data-permalink="https://pwmather.wordpress.com/2025/04/21/using-ai-builder-in-power-automate-to-generate-ideas-to-help-solve-challenges-part-2/image-369/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-14.png" data-orig-size="993,512" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-14.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-14.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-14.png?w=993" alt="" class="wp-image-8545" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-14.png 993w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-14.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-14.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-14.png?w=768 768w" sizes="(max-width: 993px) 100vw, 993px" /></a></figure>
  1083.  
  1084.  
  1085.  
  1086. <p>Next is the AI Builder &#8220;Create text with GPT using a prompt&#8221; action:</p>
  1087.  
  1088.  
  1089.  
  1090. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-15.png"><img loading="lazy" width="972" height="592" data-attachment-id="8547" data-permalink="https://pwmather.wordpress.com/2025/04/21/using-ai-builder-in-power-automate-to-generate-ideas-to-help-solve-challenges-part-2/image-370/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-15.png" data-orig-size="972,592" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-15.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-15.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-15.png?w=972" alt="" class="wp-image-8547" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-15.png 972w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-15.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-15.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-15.png?w=768 768w" sizes="(max-width: 972px) 100vw, 972px" /></a></figure>
  1091.  
  1092.  
  1093.  
  1094. <p>This action is using a custom prompt that I created called &#8220;Create 3 sample ideas to solve this challenge&#8221;. The challenge description is passed into the prompt text input. Below I&#8217;ve loaded the custom prompt from the &#8220;Prompts&#8221; menu and clicked Test to see the example JSON output:</p>
  1095.  
  1096.  
  1097.  
  1098. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-16.png"><img loading="lazy" width="1024" height="363" data-attachment-id="8549" data-permalink="https://pwmather.wordpress.com/2025/04/21/using-ai-builder-in-power-automate-to-generate-ideas-to-help-solve-challenges-part-2/image-371/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-16.png" data-orig-size="1669,592" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-16.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-16.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-16.png?w=1024" alt="" class="wp-image-8549" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-16.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-16.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-16.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-16.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-16.png 1669w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  1099.  
  1100.  
  1101.  
  1102. <p>The next action in the flow is to parse the response from the AI GPT action, here we pass in the structuredOutput as seen below:<br></p>
  1103.  
  1104.  
  1105.  
  1106. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-17.png"><img loading="lazy" width="1024" height="650" data-attachment-id="8551" data-permalink="https://pwmather.wordpress.com/2025/04/21/using-ai-builder-in-power-automate-to-generate-ideas-to-help-solve-challenges-part-2/image-372/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-17.png" data-orig-size="1041,661" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-17.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-17.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-17.png?w=1024" alt="" class="wp-image-8551" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-17.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-17.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-17.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-17.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-17.png 1041w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  1107.  
  1108.  
  1109.  
  1110. <p>Next we have two scopes, I copied these over from the <a href="https://pwmather.wordpress.com/2025/03/26/using-ai-builder-in-power-automate-to-generate-potential-project-risks-part-2/" target="_blank" rel="noreferrer noopener">AI project risks example</a> so I wont cover the details again here &#8211; take a look at that post for the details if needed.</p>
  1111.  
  1112.  
  1113.  
  1114. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-18.png"><img loading="lazy" width="943" height="866" data-attachment-id="8554" data-permalink="https://pwmather.wordpress.com/2025/04/21/using-ai-builder-in-power-automate-to-generate-ideas-to-help-solve-challenges-part-2/image-373/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-18.png" data-orig-size="943,866" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-18.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-18.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-18.png?w=943" alt="" class="wp-image-8554" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-18.png 943w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-18.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-18.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-18.png?w=768 768w" sizes="(max-width: 943px) 100vw, 943px" /></a></figure>
  1115.  
  1116.  
  1117.  
  1118. <p>These are just used to generate a table with the sample ideas to send to the user to approve as the sample ideas are generated by AI, it&#8217;s good practice for a human to review these before they are added to the challenge. An Approval action is used to send this to the user who created the challenge:</p>
  1119.  
  1120.  
  1121.  
  1122. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-19.png"><img loading="lazy" width="942" height="713" data-attachment-id="8556" data-permalink="https://pwmather.wordpress.com/2025/04/21/using-ai-builder-in-power-automate-to-generate-ideas-to-help-solve-challenges-part-2/image-374/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-19.png" data-orig-size="942,713" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-19.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-19.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-19.png?w=942" alt="" class="wp-image-8556" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-19.png 942w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-19.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-19.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-19.png?w=768 768w" sizes="(max-width: 942px) 100vw, 942px" /></a></figure>
  1123.  
  1124.  
  1125.  
  1126. <p>The dynamic properties used in this action can be seen below:</p>
  1127.  
  1128.  
  1129.  
  1130. <p><em>Mail</em>&nbsp;– outputs(‘Get_user_profile_(V2)’)?[‘body/mail’]</p>
  1131.  
  1132.  
  1133.  
  1134. <p><em>Given Name</em>&nbsp;– outputs(‘Get_user_profile_(V2)’)?[‘body/givenName’]</p>
  1135.  
  1136.  
  1137.  
  1138. <p><em>Body displayName</em>&nbsp;– items(‘Apply_to_each’)?[‘displayName’]</p>
  1139.  
  1140.  
  1141.  
  1142. <p><em>Body</em> – outputs(‘Merge_Header_and_Rows’)</p>
  1143.  
  1144.  
  1145.  
  1146. <p>The Approval task details / output can be seen in <a href="https://pwmather.wordpress.com/2025/04/14/using-ai-builder-in-power-automate-to-generate-ideas-to-help-solve-challenges-part-1/" target="_blank" rel="noreferrer noopener">Part 1</a>. Next we have a Condition action to check if the Approval task was approved or rejected:</p>
  1147.  
  1148.  
  1149.  
  1150. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-20.png"><img loading="lazy" width="1024" height="358" data-attachment-id="8559" data-permalink="https://pwmather.wordpress.com/2025/04/21/using-ai-builder-in-power-automate-to-generate-ideas-to-help-solve-challenges-part-2/image-375/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-20.png" data-orig-size="1251,438" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-20.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-20.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-20.png?w=1024" alt="" class="wp-image-8559" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-20.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-20.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-20.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-20.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-20.png 1251w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  1151.  
  1152.  
  1153.  
  1154. <p>If the Approval task was rejected the flow is completed for that challenge record. If the task was approved there is another &#8220;Apply to each&#8221; action to loop over the 3 ideas generated by AI. Here we pass in the ideas JSON array from the &#8220;Create text with GPT using a prompt&#8221; action:</p>
  1155.  
  1156.  
  1157.  
  1158. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-21.png"><img loading="lazy" width="1024" height="395" data-attachment-id="8561" data-permalink="https://pwmather.wordpress.com/2025/04/21/using-ai-builder-in-power-automate-to-generate-ideas-to-help-solve-challenges-part-2/image-376/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-21.png" data-orig-size="1268,490" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-21.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-21.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-21.png?w=1024" alt="" class="wp-image-8561" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-21.png?w=1022 1022w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-21.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-21.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-21.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-21.png 1268w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  1159.  
  1160.  
  1161.  
  1162. <p>Inside this loop we have the final action, another HTTP action to call the edison365 API to create the idea record. For your innovation management app this step will be different:</p>
  1163.  
  1164.  
  1165.  
  1166. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-22.png"><img loading="lazy" width="1024" height="532" data-attachment-id="8563" data-permalink="https://pwmather.wordpress.com/2025/04/21/using-ai-builder-in-power-automate-to-generate-ideas-to-help-solve-challenges-part-2/image-377/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-22.png" data-orig-size="1274,663" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-22.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-22.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-22.png?w=1024" alt="" class="wp-image-8563" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-22.png?w=1022 1022w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-22.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-22.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-22.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-22.png 1274w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  1167.  
  1168.  
  1169.  
  1170. <p>In this action we POST to the /challengeassociations endpoint passing in the challenge record ID from the top level &#8220;Apply to each&#8221; loop so that the idea records are created against the correct challenge record. This endpoint requires the JSON payload to be added to the body of the HTTP call to detail the idea record:</p>
  1171.  
  1172.  
  1173.  
  1174. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-23.png"><img loading="lazy" width="1024" height="477" data-attachment-id="8566" data-permalink="https://pwmather.wordpress.com/2025/04/21/using-ai-builder-in-power-automate-to-generate-ideas-to-help-solve-challenges-part-2/image-378/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-23.png" data-orig-size="1156,539" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-23.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-23.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-23.png?w=1024" alt="" class="wp-image-8566" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-23.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-23.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-23.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-23.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-23.png 1156w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  1175.  
  1176.  
  1177.  
  1178. <p>The dynamic properties used in the JSON payload can be see below:</p>
  1179.  
  1180.  
  1181.  
  1182. <p><em>title </em>&#8211; items(&#8216;Apply_to_each_idea_generated&#8217;)?[&#8216;title&#8217;]</p>
  1183.  
  1184.  
  1185.  
  1186. <p><em>description </em>&#8211; items(&#8216;Apply_to_each_idea_generated&#8217;)?[&#8216;description&#8217;]</p>
  1187.  
  1188.  
  1189.  
  1190. <p><em>Body recordTemplateID</em> &#8211; items(&#8216;Apply_to_each&#8217;)?[&#8216;recordTemplateId&#8217;]</p>
  1191.  
  1192.  
  1193.  
  1194. <p><em>Body createdBy</em> &#8211; items(&#8216;Apply_to_each&#8217;)?[&#8216;createdBy&#8217;]</p>
  1195.  
  1196.  
  1197.  
  1198. <p>This action creates the ideas against the challenge:</p>
  1199.  
  1200.  
  1201.  
  1202. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-24.png"><img loading="lazy" width="1024" height="466" data-attachment-id="8569" data-permalink="https://pwmather.wordpress.com/2025/04/21/using-ai-builder-in-power-automate-to-generate-ideas-to-help-solve-challenges-part-2/image-379/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-24.png" data-orig-size="1512,689" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-24.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-24.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-24.png?w=1024" alt="" class="wp-image-8569" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-24.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-24.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-24.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-24.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-24.png 1512w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  1203.  
  1204.  
  1205.  
  1206. <p>As you can see, it&#8217;s very simple to start solving business problems / challenges with the power of Power Automate and gen AI in AI Builder from the Power Platform with low / no code. As mentioned in the posts, the idea / innovation management app used in this example is <a href="https://www.edison365.com/?utm_source=pwmather.wordpress.com" target="_blank" rel="noreferrer noopener">edison365</a> but provided that your innovation software offers the same flexible configuration options and APIs like edison365, you can easily build this for your chosen app.</p>
  1207.  
  1208.  
  1209.  
  1210. <p>Take a look at the <a href="https://www.microsoft.com/en-us/power-platform" target="_blank" rel="noreferrer noopener">Power Platform</a> and see what you can build!</p>
  1211.  
  1212.  
  1213.  
  1214. <p></p>
  1215. ]]></content:encoded>
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  1254. </item>
  1255. <item>
  1256. <title>Using AI Builder in Power Automate to generate ideas to help solve challenges Part 1</title>
  1257. <link>https://pwmather.wordpress.com/2025/04/14/using-ai-builder-in-power-automate-to-generate-ideas-to-help-solve-challenges-part-1/</link>
  1258. <comments>https://pwmather.wordpress.com/2025/04/14/using-ai-builder-in-power-automate-to-generate-ideas-to-help-solve-challenges-part-1/#comments</comments>
  1259. <dc:creator><![CDATA[pwmather]]></dc:creator>
  1260. <pubDate>Mon, 14 Apr 2025 16:49:11 +0000</pubDate>
  1261. <category><![CDATA[Add-on]]></category>
  1262. <category><![CDATA[Administration]]></category>
  1263. <category><![CDATA[App]]></category>
  1264. <category><![CDATA[Configuration]]></category>
  1265. <category><![CDATA[Customisation]]></category>
  1266. <category><![CDATA[Functionality]]></category>
  1267. <category><![CDATA[Information]]></category>
  1268. <category><![CDATA[Uncategorized]]></category>
  1269. <category><![CDATA[Workflow]]></category>
  1270. <category><![CDATA[AI]]></category>
  1271. <category><![CDATA[AI Builder]]></category>
  1272. <category><![CDATA[Artificial Intelligence]]></category>
  1273. <category><![CDATA[artificial-intelligence]]></category>
  1274. <category><![CDATA[automation]]></category>
  1275. <category><![CDATA[automations]]></category>
  1276. <category><![CDATA[Azure OpenAI]]></category>
  1277. <category><![CDATA[Cloud]]></category>
  1278. <category><![CDATA[edison365]]></category>
  1279. <category><![CDATA[Flow]]></category>
  1280. <category><![CDATA[GenAI]]></category>
  1281. <category><![CDATA[Generative AI]]></category>
  1282. <category><![CDATA[Idea Management]]></category>
  1283. <category><![CDATA[Ideas]]></category>
  1284. <category><![CDATA[innovate]]></category>
  1285. <category><![CDATA[Innovation]]></category>
  1286. <category><![CDATA[innovation-management]]></category>
  1287. <category><![CDATA[Low Code / No Code]]></category>
  1288. <category><![CDATA[low-code]]></category>
  1289. <category><![CDATA[low-no-code]]></category>
  1290. <category><![CDATA[Microsoft]]></category>
  1291. <category><![CDATA[Microsoft 365]]></category>
  1292. <category><![CDATA[Microsoft Flow]]></category>
  1293. <category><![CDATA[microsoft-365]]></category>
  1294. <category><![CDATA[Power Automate]]></category>
  1295. <category><![CDATA[Power Platform]]></category>
  1296. <category><![CDATA[technology]]></category>
  1297. <guid isPermaLink="false">http://pwmather.wordpress.com/?p=8500</guid>
  1298.  
  1299. <description><![CDATA[Every organization has business problems or challenges that they would like to solve. It can be challenges such as &#8220;How do we improve staff morale&#8221; or &#8220;How do we improve the time to market&#8221;, obviously these are very simple examples but you get the idea. In this new mini two part series we will look... <a class="more-link" href="https://pwmather.wordpress.com/2025/04/14/using-ai-builder-in-power-automate-to-generate-ideas-to-help-solve-challenges-part-1/#more-8500">Continue Reading &#8594;</a>]]></description>
  1300. <content:encoded><![CDATA[
  1301. <p>Every organization has business problems or challenges that they would like to solve. It can be challenges such as &#8220;How do we improve staff morale&#8221; or &#8220;How do we improve the time to market&#8221;, obviously these are very simple examples but you get the idea. In this new mini two part series we will look at how the Power Platform&#8217;s <a href="https://learn.microsoft.com/en-us/ai-builder/overview" target="_blank" rel="noreferrer noopener">AI Builder</a> with generative AI can help solve these challenges that are logged in your idea / innovation management software. The innovation management tool used here in this example is <a href="https://www.edison365.com/?utm_source=pwmather.wordpress.com" target="_blank" rel="noreferrer noopener">edison365</a> but provided your idea / innovation management software app provides the flexible configuration options and APIs like edison365 does, you can easily apply the same process to your chosen ideas app and take advantage of Power Automate and AI Builder. This series is similar to the one I published recently where we looked at using AI Builder to create risks for your projects, if you missed that, the links to the post can be seen below:</p>
  1302.  
  1303.  
  1304.  
  1305. <p>Part 1: <a href="https://pwmather.wordpress.com/2025/03/24/using-ai-builder-in-power-automate-to-generate-potential-project-risks-part-1/" target="_blank" rel="noreferrer noopener">https://pwmather.wordpress.com/2025/03/24/using-ai-builder-in-power-automate-to-generate-potential-project-risks-part-1/</a></p>
  1306.  
  1307.  
  1308.  
  1309. <p>Part 2: <a href="https://pwmather.wordpress.com/2025/03/26/using-ai-builder-in-power-automate-to-generate-potential-project-risks-part-2/" target="_blank" rel="noreferrer noopener">https://pwmather.wordpress.com/2025/03/26/using-ai-builder-in-power-automate-to-generate-potential-project-risks-part-2/</a></p>
  1310.  
  1311.  
  1312.  
  1313. <p>In part 1 we will look at what&#8217;s configured in our innovation management tool, run the flow and see the output, in part 2 we will walkthrough the Power Automate flow used for this example. Below you can see the demo challenge I have created in my test instance:</p>
  1314.  
  1315.  
  1316.  
  1317. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image.png"><img loading="lazy" width="1024" height="615" data-attachment-id="8509" data-permalink="https://pwmather.wordpress.com/2025/04/14/using-ai-builder-in-power-automate-to-generate-ideas-to-help-solve-challenges-part-1/image-355/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image.png" data-orig-size="1517,912" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image.png?w=1024" alt="" class="wp-image-8509" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image.png 1517w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  1318.  
  1319.  
  1320.  
  1321. <p>Notice there are currently no ideas for this challenge:</p>
  1322.  
  1323.  
  1324.  
  1325. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-2.png"><img loading="lazy" width="1024" height="615" data-attachment-id="8514" data-permalink="https://pwmather.wordpress.com/2025/04/14/using-ai-builder-in-power-automate-to-generate-ideas-to-help-solve-challenges-part-1/image-357/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-2.png" data-orig-size="1517,912" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-2.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-2.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-2.png?w=1024" alt="" class="wp-image-8514" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-2.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-2.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-2.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-2.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-2.png 1517w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  1326.  
  1327.  
  1328.  
  1329. <p>The challenge description can be seen here:</p>
  1330.  
  1331.  
  1332.  
  1333. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-1.png"><img loading="lazy" width="1024" height="615" data-attachment-id="8511" data-permalink="https://pwmather.wordpress.com/2025/04/14/using-ai-builder-in-power-automate-to-generate-ideas-to-help-solve-challenges-part-1/image-356/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-1.png" data-orig-size="1517,912" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-1.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-1.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-1.png?w=1024" alt="" class="wp-image-8511" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-1.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-1.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-1.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-1.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-1.png 1517w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  1334.  
  1335.  
  1336.  
  1337. <p>The flow runs on a daily schedule and will return all new challenges created that day. When the flow runs, the user who created the new challenge will get an approval request in Microsoft Teams / email to review the suggested ideas to approve or reject these:</p>
  1338.  
  1339.  
  1340.  
  1341. <figure class="wp-block-image size-large is-resized"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-3.png"><img loading="lazy" width="609" height="642" data-attachment-id="8515" data-permalink="https://pwmather.wordpress.com/2025/04/14/using-ai-builder-in-power-automate-to-generate-ideas-to-help-solve-challenges-part-1/image-358/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-3.png" data-orig-size="609,642" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-3.png?w=285" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-3.png?w=609" src="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-3.png?w=609" alt="" class="wp-image-8515" style="width:840px;height:auto" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-3.png 609w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-3.png?w=142 142w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-3.png?w=285 285w" sizes="(max-width: 609px) 100vw, 609px" /></a></figure>
  1342.  
  1343.  
  1344.  
  1345. <figure class="wp-block-image size-large is-resized"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-5.png"><img loading="lazy" width="604" height="633" data-attachment-id="8518" data-permalink="https://pwmather.wordpress.com/2025/04/14/using-ai-builder-in-power-automate-to-generate-ideas-to-help-solve-challenges-part-1/image-360/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-5.png" data-orig-size="604,633" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-5.png?w=286" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-5.png?w=604" src="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-5.png?w=604" alt="" class="wp-image-8518" style="width:840px;height:auto" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-5.png 604w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-5.png?w=143 143w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-5.png?w=286 286w" sizes="(max-width: 604px) 100vw, 604px" /></a></figure>
  1346.  
  1347.  
  1348.  
  1349. <p>The approver can use the Approvals to Approval the request or Reject the request. Rejecting the request end the Power Automate flow, Approving the request will then let the flow continue and create the ideas for the challenge:</p>
  1350.  
  1351.  
  1352.  
  1353. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-6.png"><img loading="lazy" width="1024" height="615" data-attachment-id="8519" data-permalink="https://pwmather.wordpress.com/2025/04/14/using-ai-builder-in-power-automate-to-generate-ideas-to-help-solve-challenges-part-1/image-361/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-6.png" data-orig-size="1517,912" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-6.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-6.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-6.png?w=1024" alt="" class="wp-image-8519" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-6.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-6.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-6.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-6.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-6.png 1517w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  1354.  
  1355.  
  1356.  
  1357. <p>The user can update the example ideas as needed. These will help and encourage other users to start thinking of other ways this business problem / challenge could be solved.</p>
  1358.  
  1359.  
  1360.  
  1361. <p>This example was created with low / no code using Power Automate from the Power Platform along with AI Builder. We will look at the flow in detail in part 2 but the flow summary can be seen here:</p>
  1362.  
  1363.  
  1364.  
  1365. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-7.png"><img loading="lazy" width="303" height="821" data-attachment-id="8521" data-permalink="https://pwmather.wordpress.com/2025/04/14/using-ai-builder-in-power-automate-to-generate-ideas-to-help-solve-challenges-part-1/image-362/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-7.png" data-orig-size="303,821" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-7.png?w=111" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-7.png?w=303" src="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-7.png?w=303" alt="" class="wp-image-8521" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-7.png 303w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-7.png?w=55 55w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-7.png?w=111 111w" sizes="(max-width: 303px) 100vw, 303px" /></a></figure>
  1366.  
  1367.  
  1368.  
  1369. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-8.png"><img loading="lazy" width="325" height="822" data-attachment-id="8523" data-permalink="https://pwmather.wordpress.com/2025/04/14/using-ai-builder-in-power-automate-to-generate-ideas-to-help-solve-challenges-part-1/image-363/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-8.png" data-orig-size="325,822" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-8.png?w=119" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-8.png?w=325" src="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-8.png?w=325" alt="" class="wp-image-8523" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-8.png 325w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-8.png?w=59 59w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-8.png?w=119 119w" sizes="(max-width: 325px) 100vw, 325px" /></a></figure>
  1370.  
  1371.  
  1372.  
  1373. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-9.png"><img loading="lazy" width="580" height="799" data-attachment-id="8525" data-permalink="https://pwmather.wordpress.com/2025/04/14/using-ai-builder-in-power-automate-to-generate-ideas-to-help-solve-challenges-part-1/image-364/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-9.png" data-orig-size="580,799" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-9.png?w=218" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-9.png?w=580" src="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-9.png?w=580" alt="" class="wp-image-8525" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-9.png 580w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-9.png?w=109 109w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-9.png?w=218 218w" sizes="(max-width: 580px) 100vw, 580px" /></a></figure>
  1374.  
  1375.  
  1376.  
  1377. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-10.png"><img loading="lazy" width="609" height="339" data-attachment-id="8526" data-permalink="https://pwmather.wordpress.com/2025/04/14/using-ai-builder-in-power-automate-to-generate-ideas-to-help-solve-challenges-part-1/image-365/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-10.png" data-orig-size="609,339" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-10.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-10.png?w=609" src="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-10.png?w=609" alt="" class="wp-image-8526" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-10.png 609w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-10.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/04/image-10.png?w=300 300w" sizes="(max-width: 609px) 100vw, 609px" /></a></figure>
  1378.  
  1379.  
  1380.  
  1381. <p>Part 2 will follow later this week showing how simple Gen AI solutions like this can be built using Power Automate and AI Builder. </p>
  1382. ]]></content:encoded>
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  1414. <item>
  1415. <title>Creating Project Status Reports using Power Automate and AI – Part 2</title>
  1416. <link>https://pwmather.wordpress.com/2025/03/28/creating-project-status-reports-using-power-automate-and-ai-part-2/</link>
  1417. <dc:creator><![CDATA[pwmather]]></dc:creator>
  1418. <pubDate>Fri, 28 Mar 2025 14:15:16 +0000</pubDate>
  1419. <category><![CDATA[Administration]]></category>
  1420. <category><![CDATA[App]]></category>
  1421. <category><![CDATA[Configuration]]></category>
  1422. <category><![CDATA[Customisation]]></category>
  1423. <category><![CDATA[Functionality]]></category>
  1424. <category><![CDATA[Information]]></category>
  1425. <category><![CDATA[Uncategorized]]></category>
  1426. <category><![CDATA[Workflow]]></category>
  1427. <category><![CDATA[AI]]></category>
  1428. <category><![CDATA[AI Builder]]></category>
  1429. <category><![CDATA[Artificial Intelligence]]></category>
  1430. <category><![CDATA[artificial-intelligence]]></category>
  1431. <category><![CDATA[automation]]></category>
  1432. <category><![CDATA[Azure OpenAI]]></category>
  1433. <category><![CDATA[azure-openai]]></category>
  1434. <category><![CDATA[Cloud]]></category>
  1435. <category><![CDATA[edison365]]></category>
  1436. <category><![CDATA[Flow]]></category>
  1437. <category><![CDATA[GenAI]]></category>
  1438. <category><![CDATA[Generative AI]]></category>
  1439. <category><![CDATA[m365]]></category>
  1440. <category><![CDATA[Microsoft]]></category>
  1441. <category><![CDATA[Microsoft 365]]></category>
  1442. <category><![CDATA[microsoft-365]]></category>
  1443. <category><![CDATA[Modern Work]]></category>
  1444. <category><![CDATA[pmo]]></category>
  1445. <category><![CDATA[Power Automate]]></category>
  1446. <category><![CDATA[Power Platform]]></category>
  1447. <category><![CDATA[PPM]]></category>
  1448. <category><![CDATA[Project]]></category>
  1449. <category><![CDATA[Project Management]]></category>
  1450. <category><![CDATA[project-managers]]></category>
  1451. <category><![CDATA[project-software]]></category>
  1452. <category><![CDATA[technology]]></category>
  1453. <category><![CDATA[work-mananagement]]></category>
  1454. <guid isPermaLink="false">http://pwmather.wordpress.com/?p=8408</guid>
  1455.  
  1456. <description><![CDATA[In the second and final part of this blog series on creating a project status report using Power Automate, we will go into detail on building this Power Automate solution. If you missed part 1, it can be seen here: https://pwmather.wordpress.com/2025/03/27/creating-project-status-reports-using-power-automate-and-ai-part-1/ There are a few prerequisites that we will cover before going into the flow.... <a class="more-link" href="https://pwmather.wordpress.com/2025/03/28/creating-project-status-reports-using-power-automate-and-ai-part-2/#more-8408">Continue Reading &#8594;</a>]]></description>
  1457. <content:encoded><![CDATA[
  1458. <p>In the second and final part of this blog series on creating a project status report using Power Automate, we will go into detail on building this Power Automate solution. If you missed part 1, it can be seen here: <a href="https://pwmather.wordpress.com/2025/03/27/creating-project-status-reports-using-power-automate-and-ai-part-1/" target="_blank" rel="noreferrer noopener">https://pwmather.wordpress.com/2025/03/27/creating-project-status-reports-using-power-automate-and-ai-part-1/</a></p>
  1459.  
  1460.  
  1461.  
  1462. <p>There are a few prerequisites that we will cover before going into the flow. The first one is the Word template. You will need a template Word file for one of the Power Automate flow actions. Design the template with the static content then add in areas where the data will be insert using the &#8220;Plain Text Content Control&#8221; feature found on the Developer tab in Word. If you do not see the Developer tab, go to the Word Options &gt; Customize Ribbon. Once enabled you can then add in the content control place holders:</p>
  1463.  
  1464.  
  1465.  
  1466. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-152.png"><img loading="lazy" width="565" height="402" data-attachment-id="8413" data-permalink="https://pwmather.wordpress.com/2025/03/28/creating-project-status-reports-using-power-automate-and-ai-part-2/image-317/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-152.png" data-orig-size="565,402" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-152.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-152.png?w=565" src="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-152.png?w=565" alt="" class="wp-image-8413" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-152.png 565w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-152.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-152.png?w=300 300w" sizes="(max-width: 565px) 100vw, 565px" /></a></figure>
  1467.  
  1468.  
  1469.  
  1470. <p>Type the placeholder text, select the text then click the &#8220;Plain Text Content Control&#8221; on the ribbon. Then with the control selected, click the Properties option on the Developer tab and enter the Title and Tag as seen below in the example:</p>
  1471.  
  1472.  
  1473.  
  1474. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-153.png"><img loading="lazy" width="789" height="676" data-attachment-id="8416" data-permalink="https://pwmather.wordpress.com/2025/03/28/creating-project-status-reports-using-power-automate-and-ai-part-2/image-318/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-153.png" data-orig-size="789,676" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-153.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-153.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-153.png?w=789" alt="" class="wp-image-8416" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-153.png 789w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-153.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-153.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-153.png?w=768 768w" sizes="(max-width: 789px) 100vw, 789px" /></a></figure>
  1475.  
  1476.  
  1477.  
  1478. <p>Repeat this for all placeholder content, here is the example I created:</p>
  1479.  
  1480.  
  1481.  
  1482. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-154.png"><img loading="lazy" width="709" height="749" data-attachment-id="8418" data-permalink="https://pwmather.wordpress.com/2025/03/28/creating-project-status-reports-using-power-automate-and-ai-part-2/image-319/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-154.png" data-orig-size="709,749" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-154.png?w=284" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-154.png?w=709" src="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-154.png?w=709" alt="" class="wp-image-8418" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-154.png 709w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-154.png?w=142 142w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-154.png?w=284 284w" sizes="(max-width: 709px) 100vw, 709px" /></a></figure>
  1483.  
  1484.  
  1485.  
  1486. <p>All of the text outlined in red below are the content control placeholders:</p>
  1487.  
  1488.  
  1489.  
  1490. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-155.png"><img loading="lazy" width="690" height="705" data-attachment-id="8420" data-permalink="https://pwmather.wordpress.com/2025/03/28/creating-project-status-reports-using-power-automate-and-ai-part-2/image-320/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-155.png" data-orig-size="690,705" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-155.png?w=294" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-155.png?w=690" src="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-155.png?w=690" alt="" class="wp-image-8420" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-155.png 690w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-155.png?w=147 147w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-155.png?w=294 294w" sizes="(max-width: 690px) 100vw, 690px" /></a></figure>
  1491.  
  1492.  
  1493.  
  1494. <p>Those are the areas of the document that will get populated by the flow, you will see these in one of the Power Automate actions later in this post. Now save the Word document in OneDrive. Worth noting, the Microsoft Word document needs to be saved as .docx file, not as a template file.</p>
  1495.  
  1496.  
  1497.  
  1498. <p>The next prerequisites are the AI Builder custom prompts, for this example solution I&#8217;ve created 4 custom prompts as seen below:</p>
  1499.  
  1500.  
  1501.  
  1502. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-156.png"><img loading="lazy" width="983" height="768" data-attachment-id="8425" data-permalink="https://pwmather.wordpress.com/2025/03/28/creating-project-status-reports-using-power-automate-and-ai-part-2/image-321/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-156.png" data-orig-size="983,768" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-156.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-156.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-156.png?w=983" alt="" class="wp-image-8425" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-156.png 983w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-156.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-156.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-156.png?w=768 768w" sizes="(max-width: 983px) 100vw, 983px" /></a></figure>
  1503.  
  1504.  
  1505.  
  1506. <p>To create a new prompt click the &#8220;Build your own prompt&#8221; option or start from an existing template:</p>
  1507.  
  1508.  
  1509.  
  1510. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-157.png"><img loading="lazy" width="865" height="627" data-attachment-id="8427" data-permalink="https://pwmather.wordpress.com/2025/03/28/creating-project-status-reports-using-power-automate-and-ai-part-2/image-322/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-157.png" data-orig-size="865,627" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-157.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-157.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-157.png?w=865" alt="" class="wp-image-8427" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-157.png 865w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-157.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-157.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-157.png?w=768 768w" sizes="(max-width: 865px) 100vw, 865px" /></a></figure>
  1511.  
  1512.  
  1513.  
  1514. <p>Creating the prompt is quite straightforward, the tricky bit is to ensure the prompt is written in a way that gives you the response you are expecting from the generative AI service (Azure OpenAI). From the prompt, add in a Text Input using the Add option seen below:</p>
  1515.  
  1516.  
  1517.  
  1518. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-159.png"><img loading="lazy" width="1007" height="431" data-attachment-id="8431" data-permalink="https://pwmather.wordpress.com/2025/03/28/creating-project-status-reports-using-power-automate-and-ai-part-2/image-324/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-159.png" data-orig-size="1007,431" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-159.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-159.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-159.png?w=1007" alt="" class="wp-image-8431" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-159.png 1007w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-159.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-159.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-159.png?w=768 768w" sizes="(max-width: 1007px) 100vw, 1007px" /></a></figure>
  1519.  
  1520.  
  1521.  
  1522. <p>Give the Input a name and provide the sample data that will be passed into the prompt, this is so that you can test the AI prompt response in the designer:</p>
  1523.  
  1524.  
  1525.  
  1526. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-160.png"><img loading="lazy" width="881" height="571" data-attachment-id="8433" data-permalink="https://pwmather.wordpress.com/2025/03/28/creating-project-status-reports-using-power-automate-and-ai-part-2/image-325/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-160.png" data-orig-size="881,571" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-160.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-160.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-160.png?w=881" alt="" class="wp-image-8433" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-160.png 881w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-160.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-160.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-160.png?w=768 768w" sizes="(max-width: 881px) 100vw, 881px" /></a></figure>
  1527.  
  1528.  
  1529.  
  1530. <p>In my case, the sample data is raw JSON from the edison365 API but depending on your project management app, the data you get from the API might be in a different format. I&#8217;ll show the sample data from the project status update prompt below for reference. Test the prompt with your sample data, tweak the prompt text as needed until you have the response you are expecting based on the sample data then save that prompt. We&#8217;ll have a look at each prompt I created for this. Here is the project level summary prompt:</p>
  1531.  
  1532.  
  1533.  
  1534. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-158.png"><img loading="lazy" width="1024" height="478" data-attachment-id="8430" data-permalink="https://pwmather.wordpress.com/2025/03/28/creating-project-status-reports-using-power-automate-and-ai-part-2/image-323/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-158.png" data-orig-size="1404,656" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-158.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-158.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-158.png?w=1024" alt="" class="wp-image-8430" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-158.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-158.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-158.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-158.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-158.png 1404w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  1535.  
  1536.  
  1537.  
  1538. <p>Here you can see the sample data I&#8217;m using:</p>
  1539.  
  1540.  
  1541.  
  1542. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-161.png"><img loading="lazy" width="1024" height="654" data-attachment-id="8436" data-permalink="https://pwmather.wordpress.com/2025/03/28/creating-project-status-reports-using-power-automate-and-ai-part-2/image-326/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-161.png" data-orig-size="1106,707" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-161.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-161.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-161.png?w=1024" alt="" class="wp-image-8436" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-161.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-161.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-161.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-161.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-161.png 1106w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  1543.  
  1544.  
  1545.  
  1546. <p>The other prompts used can be seen below, for the Task data:</p>
  1547.  
  1548.  
  1549.  
  1550. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-165.png"><img loading="lazy" width="1024" height="448" data-attachment-id="8443" data-permalink="https://pwmather.wordpress.com/2025/03/28/creating-project-status-reports-using-power-automate-and-ai-part-2/image-330/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-165.png" data-orig-size="1390,609" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-165.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-165.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-165.png?w=1024" alt="" class="wp-image-8443" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-165.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-165.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-165.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-165.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-165.png 1390w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  1551.  
  1552.  
  1553.  
  1554. <p>For the Risk data:</p>
  1555.  
  1556.  
  1557.  
  1558. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-163.png"><img loading="lazy" width="1024" height="455" data-attachment-id="8440" data-permalink="https://pwmather.wordpress.com/2025/03/28/creating-project-status-reports-using-power-automate-and-ai-part-2/image-328/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-163.png" data-orig-size="1366,607" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-163.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-163.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-163.png?w=1024" alt="" class="wp-image-8440" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-163.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-163.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-163.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-163.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-163.png 1366w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  1559.  
  1560.  
  1561.  
  1562. <p>For the Issue data:</p>
  1563.  
  1564.  
  1565.  
  1566. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-164.png"><img loading="lazy" width="1024" height="462" data-attachment-id="8442" data-permalink="https://pwmather.wordpress.com/2025/03/28/creating-project-status-reports-using-power-automate-and-ai-part-2/image-329/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-164.png" data-orig-size="1395,630" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-164.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-164.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-164.png?w=1024" alt="" class="wp-image-8442" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-164.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-164.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-164.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-164.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-164.png 1395w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  1567.  
  1568.  
  1569.  
  1570. <p>Now that&#8217;s all the prerequisites sorted, we can now take a look at the Power Automate flow. This flow runs on a schedule, in this example a monthly schedule but set the schedule as needed:</p>
  1571.  
  1572.  
  1573.  
  1574. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-166.png"><img loading="lazy" width="898" height="820" data-attachment-id="8446" data-permalink="https://pwmather.wordpress.com/2025/03/28/creating-project-status-reports-using-power-automate-and-ai-part-2/image-331/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-166.png" data-orig-size="898,820" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-166.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-166.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-166.png?w=898" alt="" class="wp-image-8446" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-166.png 898w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-166.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-166.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-166.png?w=768 768w" sizes="(max-width: 898px) 100vw, 898px" /></a></figure>
  1575.  
  1576.  
  1577.  
  1578. <p>We then initialize quite a few variables that are used by the flow. The first 3 are specific for the edison365 APIs so you might not need these:</p>
  1579.  
  1580.  
  1581.  
  1582. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-167.png"><img loading="lazy" width="274" height="471" data-attachment-id="8447" data-permalink="https://pwmather.wordpress.com/2025/03/28/creating-project-status-reports-using-power-automate-and-ai-part-2/image-332/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-167.png" data-orig-size="274,471" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-167.png?w=175" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-167.png?w=274" src="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-167.png?w=274" alt="" class="wp-image-8447" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-167.png 274w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-167.png?w=87 87w" sizes="(max-width: 274px) 100vw, 274px" /></a></figure>
  1583.  
  1584.  
  1585.  
  1586. <p>One of the values I have in this example is the API key but in a production Power Automate flow, please store these securely in something like Azure Key Vault as detailed here in this blog post: <a href="https://pwmather.wordpress.com/2025/03/17/securing-sensitive-data-such-as-keys-and-secrets-when-using-power-automate/" target="_blank" rel="noreferrer noopener">https://pwmather.wordpress.com/2025/03/17/securing-sensitive-data-such-as-keys-and-secrets-when-using-power-automate/</a>. The next variable is used to set and store the date/time as this is used in the Word document:</p>
  1587.  
  1588.  
  1589.  
  1590. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-168.png"><img loading="lazy" width="926" height="512" data-attachment-id="8450" data-permalink="https://pwmather.wordpress.com/2025/03/28/creating-project-status-reports-using-power-automate-and-ai-part-2/image-333/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-168.png" data-orig-size="926,512" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-168.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-168.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-168.png?w=926" alt="" class="wp-image-8450" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-168.png 926w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-168.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-168.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-168.png?w=768 768w" sizes="(max-width: 926px) 100vw, 926px" /></a></figure>
  1591.  
  1592.  
  1593.  
  1594. <p>Next we have 6 String variables initialized, these have the values set later on in the flow once the flow has the data:</p>
  1595.  
  1596.  
  1597.  
  1598. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-169.png"><img loading="lazy" width="921" height="745" data-attachment-id="8452" data-permalink="https://pwmather.wordpress.com/2025/03/28/creating-project-status-reports-using-power-automate-and-ai-part-2/image-334/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-169.png" data-orig-size="921,745" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-169.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-169.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-169.png?w=921" alt="" class="wp-image-8452" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-169.png 921w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-169.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-169.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-169.png?w=768 768w" sizes="(max-width: 921px) 100vw, 921px" /></a></figure>
  1599.  
  1600.  
  1601.  
  1602. <p>We then have a few HTTP actions to get the data from the edison365 project record &#8211; these steps will be different for your PPM tool. Replace these actions with the actions needed to get the relevant data from your project software app. In my example, I&#8217;m just filtering the data from one project record but in a production set up, this might return a number of project records depending on how you build your flow:</p>
  1603.  
  1604.  
  1605.  
  1606. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-171.png"><img loading="lazy" width="920" height="814" data-attachment-id="8455" data-permalink="https://pwmather.wordpress.com/2025/03/28/creating-project-status-reports-using-power-automate-and-ai-part-2/image-336/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-171.png" data-orig-size="920,814" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-171.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-171.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-171.png?w=920" alt="" class="wp-image-8455" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-171.png 920w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-171.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-171.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-171.png?w=768 768w" sizes="(max-width: 920px) 100vw, 920px" /></a></figure>
  1607.  
  1608.  
  1609.  
  1610. <p>Each HTTP action gets different data &#8211; the type of data can be seen on the Power Automate action title &#8211; here is another example of the HTTP actions, this one is the Risks API call:</p>
  1611.  
  1612.  
  1613.  
  1614. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-172.png"><img loading="lazy" width="929" height="784" data-attachment-id="8457" data-permalink="https://pwmather.wordpress.com/2025/03/28/creating-project-status-reports-using-power-automate-and-ai-part-2/image-337/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-172.png" data-orig-size="929,784" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-172.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-172.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-172.png?w=929" alt="" class="wp-image-8457" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-172.png 929w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-172.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-172.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-172.png?w=768 768w" sizes="(max-width: 929px) 100vw, 929px" /></a></figure>
  1615.  
  1616.  
  1617.  
  1618. <p>As this is a demo, all of these HTTP API actions are hard coded to filter for the same project record &#8211; recordId 2510. As mentioned above, in production, this might pull back data from many project records. After each HTTP action, we have a Parse data action so that we can easily use the data in later actions if needed:</p>
  1619.  
  1620.  
  1621.  
  1622. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-173.png"><img loading="lazy" width="971" height="752" data-attachment-id="8460" data-permalink="https://pwmather.wordpress.com/2025/03/28/creating-project-status-reports-using-power-automate-and-ai-part-2/image-338/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-173.png" data-orig-size="971,752" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-173.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-173.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-173.png?w=971" alt="" class="wp-image-8460" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-173.png 971w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-173.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-173.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-173.png?w=768 768w" sizes="(max-width: 971px) 100vw, 971px" /></a></figure>
  1623.  
  1624.  
  1625.  
  1626. <p>Next we have an &#8220;Apply to each&#8221; loop as we want to pull out the project record name and set this in a variable and also pull out the user GUID for the user who created the project record and add their &#8220;Display Name&#8221; to another variable. Our HTTP action only returns 1 project record but as this returns an array object, Power Automate adds the loop when you use the data. The parsed JSON data from the project record HTTP action is passed in to the loop:</p>
  1627.  
  1628.  
  1629.  
  1630. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-174.png"><img loading="lazy" width="957" height="691" data-attachment-id="8462" data-permalink="https://pwmather.wordpress.com/2025/03/28/creating-project-status-reports-using-power-automate-and-ai-part-2/image-339/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-174.png" data-orig-size="957,691" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-174.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-174.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-174.png?w=957" alt="" class="wp-image-8462" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-174.png 957w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-174.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-174.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-174.png?w=768 768w" sizes="(max-width: 957px) 100vw, 957px" /></a></figure>
  1631.  
  1632.  
  1633.  
  1634. <p>We then set the project name value in the variable:</p>
  1635.  
  1636.  
  1637.  
  1638. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-175.png"><img loading="lazy" width="951" height="587" data-attachment-id="8463" data-permalink="https://pwmather.wordpress.com/2025/03/28/creating-project-status-reports-using-power-automate-and-ai-part-2/image-340/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-175.png" data-orig-size="951,587" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-175.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-175.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-175.png?w=951" alt="" class="wp-image-8463" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-175.png 951w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-175.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-175.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-175.png?w=768 768w" sizes="(max-width: 951px) 100vw, 951px" /></a></figure>
  1639.  
  1640.  
  1641.  
  1642. <p>Then the user&#8217;s GUID is passed into the &#8220;Get user profile&#8221; action:</p>
  1643.  
  1644.  
  1645.  
  1646. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-187.png"><img loading="lazy" width="946" height="523" data-attachment-id="8494" data-permalink="https://pwmather.wordpress.com/2025/03/28/creating-project-status-reports-using-power-automate-and-ai-part-2/image-352/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-187.png" data-orig-size="946,523" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-187.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-187.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-187.png?w=946" alt="" class="wp-image-8494" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-187.png 946w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-187.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-187.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-187.png?w=768 768w" sizes="(max-width: 946px) 100vw, 946px" /></a></figure>
  1647.  
  1648.  
  1649.  
  1650. <p>Then finally in this loop the user&#8217;s display name from the &#8220;Get user profile&#8221; action is added to the variable:</p>
  1651.  
  1652.  
  1653.  
  1654. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-177.png"><img loading="lazy" width="973" height="572" data-attachment-id="8467" data-permalink="https://pwmather.wordpress.com/2025/03/28/creating-project-status-reports-using-power-automate-and-ai-part-2/image-342/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-177.png" data-orig-size="973,572" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-177.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-177.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-177.png?w=973" alt="" class="wp-image-8467" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-177.png 973w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-177.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-177.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-177.png?w=768 768w" sizes="(max-width: 973px) 100vw, 973px" /></a></figure>
  1655.  
  1656.  
  1657.  
  1658. <p>Next we have a series of &#8220;Create text with GPT using a prompt&#8221; actions. We have 1 for each type of data, this matches the custom prompts we created earlier &#8211; project, task, risk and issue. Below is the project level action. The output from the HTTP action is passed into the prompt input as seen below:</p>
  1659.  
  1660.  
  1661.  
  1662. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-188.png"><img loading="lazy" width="967" height="589" data-attachment-id="8495" data-permalink="https://pwmather.wordpress.com/2025/03/28/creating-project-status-reports-using-power-automate-and-ai-part-2/image-353/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-188.png" data-orig-size="967,589" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-188.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-188.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-188.png?w=967" alt="" class="wp-image-8495" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-188.png 967w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-188.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-188.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-188.png?w=768 768w" sizes="(max-width: 967px) 100vw, 967px" /></a></figure>
  1663.  
  1664.  
  1665.  
  1666. <p>The response from the AI GPT action is then added to a variable:</p>
  1667.  
  1668.  
  1669.  
  1670. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-179.png"><img loading="lazy" width="955" height="513" data-attachment-id="8471" data-permalink="https://pwmather.wordpress.com/2025/03/28/creating-project-status-reports-using-power-automate-and-ai-part-2/image-344/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-179.png" data-orig-size="955,513" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-179.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-179.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-179.png?w=955" alt="" class="wp-image-8471" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-179.png 955w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-179.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-179.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-179.png?w=768 768w" sizes="(max-width: 955px) 100vw, 955px" /></a></figure>
  1671.  
  1672.  
  1673.  
  1674. <p>The same is repeated for the other GPT actions, here is the Issues action as an example:</p>
  1675.  
  1676.  
  1677.  
  1678. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-189.png"><img loading="lazy" width="909" height="522" data-attachment-id="8496" data-permalink="https://pwmather.wordpress.com/2025/03/28/creating-project-status-reports-using-power-automate-and-ai-part-2/image-354/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-189.png" data-orig-size="909,522" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-189.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-189.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-189.png?w=909" alt="" class="wp-image-8496" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-189.png 909w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-189.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-189.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-189.png?w=768 768w" sizes="(max-width: 909px) 100vw, 909px" /></a></figure>
  1679.  
  1680.  
  1681.  
  1682. <p>The next action is &#8220;Populate a Microsoft Word template&#8221;. This is where we use the Word document we created before. Locate the file then once loaded you will see the parameters listed, one for each of the content control placeholders created in the Word file:</p>
  1683.  
  1684.  
  1685.  
  1686. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-181.png"><img loading="lazy" width="958" height="800" data-attachment-id="8476" data-permalink="https://pwmather.wordpress.com/2025/03/28/creating-project-status-reports-using-power-automate-and-ai-part-2/image-346/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-181.png" data-orig-size="958,800" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-181.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-181.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-181.png?w=958" alt="" class="wp-image-8476" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-181.png 958w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-181.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-181.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-181.png?w=768 768w" sizes="(max-width: 958px) 100vw, 958px" /></a></figure>
  1687.  
  1688.  
  1689.  
  1690. <p>Now map the correct variables to the parameters as seen above. The final action is &#8220;Create file&#8221;, this is used to create the Word document from the previous populate template action. Here we specify the location the file will be saved to and the file name. As you can see, I&#8217;ve also added some of the variables to the file name so that it is unique to the project record and has a time stamp in the name:</p>
  1691.  
  1692.  
  1693.  
  1694. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-182.png"><img loading="lazy" width="949" height="685" data-attachment-id="8477" data-permalink="https://pwmather.wordpress.com/2025/03/28/creating-project-status-reports-using-power-automate-and-ai-part-2/image-347/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-182.png" data-orig-size="949,685" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-182.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-182.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-182.png?w=949" alt="" class="wp-image-8477" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-182.png 949w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-182.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-182.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-182.png?w=768 768w" sizes="(max-width: 949px) 100vw, 949px" /></a></figure>
  1695.  
  1696.  
  1697.  
  1698. <p>The file name for a document created by this action can be seen below:</p>
  1699.  
  1700.  
  1701.  
  1702. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-183.png"><img loading="lazy" width="1024" height="677" data-attachment-id="8479" data-permalink="https://pwmather.wordpress.com/2025/03/28/creating-project-status-reports-using-power-automate-and-ai-part-2/image-348/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-183.png" data-orig-size="1198,793" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-183.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-183.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-183.png?w=1024" alt="" class="wp-image-8479" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-183.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-183.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-183.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-183.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-183.png 1198w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  1703.  
  1704.  
  1705.  
  1706. <p>In the &#8220;File Content&#8221; parameter in the &#8220;Create file&#8221; action we pass in the output from the previous &#8220;Populate a Microsoft Word template&#8221; action:</p>
  1707.  
  1708.  
  1709.  
  1710. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-184.png"><img loading="lazy" width="981" height="703" data-attachment-id="8481" data-permalink="https://pwmather.wordpress.com/2025/03/28/creating-project-status-reports-using-power-automate-and-ai-part-2/image-349/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-184.png" data-orig-size="981,703" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-184.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-184.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-184.png?w=981" alt="" class="wp-image-8481" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-184.png 981w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-184.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-184.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-184.png?w=768 768w" sizes="(max-width: 981px) 100vw, 981px" /></a></figure>
  1711.  
  1712.  
  1713.  
  1714. <p>We then have this word document created with our project data that includes a summary generated by AI for the Project, Task, Risk and Issue data:</p>
  1715.  
  1716.  
  1717.  
  1718. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-185.png"><img loading="lazy" width="715" height="854" data-attachment-id="8483" data-permalink="https://pwmather.wordpress.com/2025/03/28/creating-project-status-reports-using-power-automate-and-ai-part-2/image-350/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-185.png" data-orig-size="715,854" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-185.png?w=251" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-185.png?w=715" src="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-185.png?w=715" alt="" class="wp-image-8483" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-185.png 715w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-185.png?w=126 126w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-185.png?w=251 251w" sizes="(max-width: 715px) 100vw, 715px" /></a></figure>
  1719.  
  1720.  
  1721.  
  1722. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-186.png"><img loading="lazy" width="719" height="542" data-attachment-id="8484" data-permalink="https://pwmather.wordpress.com/2025/03/28/creating-project-status-reports-using-power-automate-and-ai-part-2/image-351/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-186.png" data-orig-size="719,542" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-186.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-186.png?w=719" src="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-186.png?w=719" alt="" class="wp-image-8484" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-186.png 719w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-186.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-186.png?w=300 300w" sizes="(max-width: 719px) 100vw, 719px" /></a></figure>
  1723.  
  1724.  
  1725.  
  1726. <p>In production the AI GPT and document creation actions might be inside a loop as it is likely that the data from the project management app would contain data from more than one project record but this depends how you want to set up and run the flow. This is so you get a summary per project record and one Word document per project record if you provide the flow data that contains more than one project record. As mentioned earlier on, I&#8217;ve filtered this example for just one project record so I do not need to loop through any arrays, repeat the AI GPT actions or create multiple documents per project record.</p>
  1727.  
  1728.  
  1729.  
  1730. <p>A pretty simple solution to save your Project Managers / Project Management Office team time by automating the creation of project status reports using Power Automate and AI Builder from the Power Platform stack. As seen in this post, this is all low / no code so is pretty accessible to most. As mentioned earlier, the flow actions that interact with the <a href="https://www.edison365.com/?utm_source=pwmather.wordpress.com" target="_blank" rel="noreferrer noopener">edison365</a> app could be replaced quite easily with actions for your own project management software application provided that the software provides an API or connector that the Power Automate app can use. Try it today and see what you can build!</p>
  1731. ]]></content:encoded>
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  1806. </item>
  1807. <item>
  1808. <title>Creating Project Status Reports using Power Automate and AI &#8211; Part 1</title>
  1809. <link>https://pwmather.wordpress.com/2025/03/27/creating-project-status-reports-using-power-automate-and-ai-part-1/</link>
  1810. <comments>https://pwmather.wordpress.com/2025/03/27/creating-project-status-reports-using-power-automate-and-ai-part-1/#comments</comments>
  1811. <dc:creator><![CDATA[pwmather]]></dc:creator>
  1812. <pubDate>Thu, 27 Mar 2025 19:26:23 +0000</pubDate>
  1813. <category><![CDATA[Add-on]]></category>
  1814. <category><![CDATA[Administration]]></category>
  1815. <category><![CDATA[App]]></category>
  1816. <category><![CDATA[Configuration]]></category>
  1817. <category><![CDATA[Functionality]]></category>
  1818. <category><![CDATA[Information]]></category>
  1819. <category><![CDATA[Uncategorized]]></category>
  1820. <category><![CDATA[Workflow]]></category>
  1821. <category><![CDATA[AI]]></category>
  1822. <category><![CDATA[AI Builder]]></category>
  1823. <category><![CDATA[Artificial Intelligence]]></category>
  1824. <category><![CDATA[artificial-intelligence]]></category>
  1825. <category><![CDATA[automation]]></category>
  1826. <category><![CDATA[Azure OpenAI]]></category>
  1827. <category><![CDATA[azure-openai]]></category>
  1828. <category><![CDATA[business]]></category>
  1829. <category><![CDATA[Cloud]]></category>
  1830. <category><![CDATA[edison365]]></category>
  1831. <category><![CDATA[Flow]]></category>
  1832. <category><![CDATA[GenAI]]></category>
  1833. <category><![CDATA[Generative AI]]></category>
  1834. <category><![CDATA[Modern Work]]></category>
  1835. <category><![CDATA[pmo]]></category>
  1836. <category><![CDATA[Power Automate]]></category>
  1837. <category><![CDATA[Power Platform]]></category>
  1838. <category><![CDATA[PPM]]></category>
  1839. <category><![CDATA[Project]]></category>
  1840. <category><![CDATA[Project Management]]></category>
  1841. <category><![CDATA[technology]]></category>
  1842. <category><![CDATA[Work Management]]></category>
  1843. <category><![CDATA[workflows]]></category>
  1844. <guid isPermaLink="false">http://pwmather.wordpress.com/?p=8385</guid>
  1845.  
  1846. <description><![CDATA[In this 2 part blog series we look at a simple way to generate a project status report that uses generative AI to summarise your project data all using low / no code. This helps save users time generating this kind of document manually each time a project status report is needed. This is all... <a class="more-link" href="https://pwmather.wordpress.com/2025/03/27/creating-project-status-reports-using-power-automate-and-ai-part-1/#more-8385">Continue Reading &#8594;</a>]]></description>
  1847. <content:encoded><![CDATA[
  1848. <p>In this 2 part blog series we look at a simple way to generate a project status report that uses generative AI to summarise your project data all using low / no code. This helps save users time generating this kind of document manually each time a project status report is needed. This is all possible with the power of the Power Platform&#8217;s AI Builder and Power Automate. All will be covered in the blog posts for anyone to follow. As per other examples I&#8217;ve posted lately, the Project Management tool used is the <a href="https://www.edison365.com/?utm_source=pwmather.wordpress.com" target="_blank" rel="noreferrer noopener">edison365</a> app but this can easily be switched out for your chosen PPM tool &#8211; all you need to be able to do it access the project data in Power Automate.</p>
  1849.  
  1850.  
  1851.  
  1852. <p>In part 1 we will look at my example demo project to see the data available on the project record, then we will look at the Project Summary Report generated by Power Automate. In part 2 we will then cover step by step all of the prerequisites and Power Automate actions needed. The prerequisites are pretty simple, we need a Word template and the correct custom prompts created in AI Builder, but we&#8217;ll cover this in part 2.</p>
  1853.  
  1854.  
  1855.  
  1856. <p>Below is the demo project we have created that will be used as the source project to generate the Project Status Report. Some project level details:</p>
  1857.  
  1858.  
  1859.  
  1860. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-149.png"><img loading="lazy" width="1024" height="585" data-attachment-id="8398" data-permalink="https://pwmather.wordpress.com/2025/03/27/creating-project-status-reports-using-power-automate-and-ai-part-1/image-314/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-149.png" data-orig-size="1594,912" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-149.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-149.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-149.png?w=1024" alt="" class="wp-image-8398" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-149.png?w=1022 1022w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-149.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-149.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-149.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-149.png 1594w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  1861.  
  1862.  
  1863.  
  1864. <p>A couple of Risks and Issues:</p>
  1865.  
  1866.  
  1867.  
  1868. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-147.png"><img loading="lazy" width="1024" height="585" data-attachment-id="8394" data-permalink="https://pwmather.wordpress.com/2025/03/27/creating-project-status-reports-using-power-automate-and-ai-part-1/image-312/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-147.png" data-orig-size="1594,912" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-147.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-147.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-147.png?w=1024" alt="" class="wp-image-8394" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-147.png?w=1022 1022w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-147.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-147.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-147.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-147.png 1594w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  1869.  
  1870.  
  1871.  
  1872. <p>The project tasks:</p>
  1873.  
  1874.  
  1875.  
  1876. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-148.png"><img loading="lazy" width="1024" height="585" data-attachment-id="8396" data-permalink="https://pwmather.wordpress.com/2025/03/27/creating-project-status-reports-using-power-automate-and-ai-part-1/image-313/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-148.png" data-orig-size="1594,912" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-148.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-148.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-148.png?w=1024" alt="" class="wp-image-8396" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-148.png?w=1022 1022w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-148.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-148.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-148.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-148.png 1594w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  1877.  
  1878.  
  1879.  
  1880. <p>The following Project Status Report is generated automatically for this project when the Power Automate flow runs:</p>
  1881.  
  1882.  
  1883.  
  1884. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-150.png"><img loading="lazy" width="1024" height="864" data-attachment-id="8399" data-permalink="https://pwmather.wordpress.com/2025/03/27/creating-project-status-reports-using-power-automate-and-ai-part-1/image-315/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-150.png" data-orig-size="1191,1006" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-150.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-150.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-150.png?w=1024" alt="" class="wp-image-8399" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-150.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-150.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-150.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-150.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-150.png 1191w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  1885.  
  1886.  
  1887.  
  1888. <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-151.png"><img loading="lazy" width="1024" height="663" data-attachment-id="8401" data-permalink="https://pwmather.wordpress.com/2025/03/27/creating-project-status-reports-using-power-automate-and-ai-part-1/image-316/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-151.png" data-orig-size="1188,770" data-comments-opened="1" data-image-meta="{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-151.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-151.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-151.png?w=1024" alt="" class="wp-image-8401" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-151.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-151.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-151.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-151.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/03/image-151.png 1188w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
  1889.  
  1890.  
  1891.  
  1892. <p>As per the note added to the top of the document, the content was generated by AI so may not be accurate but certainly saves the Project Owner or Manager lots of time by giving them the status update that they can then tweak or update before distributing as needed. A great example of how AI can efficiently save time with certain project management tasks.</p>
  1893.  
  1894.  
  1895.  
  1896. <p>That&#8217;s it for part 1, how this all works will be revealed in part 2 coming later this week / early next week.</p>
  1897. ]]></content:encoded>
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