Susan Shebar-Fioribello’s Post

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Master researcher who manages and supports projects to produce accurate and applicable results

I have been asked to present one of my Power Automate flows that I am building at Blackbaud's bbdevdays. This will be my first time presenting any type of coding. One of the challenges facing development offices is processing "inkind" gifts. "Inkind" gifts are basically gifts of "stuff." This includes anything from highly valuable art work to donations of canned goods to a food bank. These gifts often have to evaluated and verified by outside departments before going to gift processing. Ronald McDonald House Charities New York Metro (RMHCNYM) was looking to move away from paper forms and manual data entry. So I created a Microsoft Office Form to collect the information. The form allows for uploading a picture of the dontation. The Power Automate Flow starts an approval process that pushes the information from the form, including the picture, to the relevant department for verification. When verified, a second approval process is sent to the accounting department, including the picture, to ensure the gift qualifies according to all applicable laws and policies. When approved, the donor is automatically emailed an acknowledgment letter. If at any point the approval is regected the person regecting the donation adds the reason in the comments section of the approal and the donor is automatically emailed a rejection letter with the reason. All the of the approvals results, comments and who approved or rejected are added to the form results in the assoicated Excel sheet and the gift process. I've only been using Power Automate for a few months and this was the first one I built fully on my own so I am pretty proud of it. There are still a few tweaks that I am hoping the group will be able to provide some advice but all-in-all I think it is pretty good. Caveat for my earlier statement about building on my own, throughout the past few months I have recieved incredible advice from Austen Brown and Alex Wong and others in the Blackbaud Power Automate Community.

Salaeya Ahmad B.

Database Administrator at HKIS

1mo

This is brilliant, well done

In-Kind gifts are a beast - I'm sure you'll have lots of folks asking you to replicate that for their office. Thank you for identifying a problem and solving it!

Building a flow from scratch is an amazing achievement! Keep up the great work!

Amy Schauer, MAC

My passion is connecting people to causes that ignite their desire for philanthropy and knowledge.

1mo

Great job! I am sure this will help so many people and organizations.

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