Creating a Power Automate Flow for Generating Client Impact Statements
In part 3 of her series, UG Expert Kylie Kiser is creating a flow to consolidate the data and generate visual results, based on the project she’s been working on to create client impact statements for new features.
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Key Takeaways
- Creating a flow: Kylie is creating a new Power Automate flow using Dataverse as the source. This flow will run whenever a new feature is created in Dataverse, and it’s named “Generate Client Impact.”
- Parameters: When a new feature is added, the flow will use an AI builder prompt to generate a client impact statement and update the record, with the option to review the AI-generated content for accuracy.
- Data inputs: Next, Kylie selects value areas, names, and descriptions, and then updates a row in Dataverse with the AI-generated client impact item – error handling is recommended.
- Save and test: Kylie saves the flow and does a manual test by creating a new feature in the Sales Hub app, which will trigger the flow to generate a client impact statement from developer or project manager notes and update the record.
- Conclusion: Through the video series, Kylie demonstrated how to create a table to store data, an AI builder prompt to generate client-facing messages, and a flow to process and save the data.
