Demonstration build, sample data · Power Automate

Automating compliance and invoicing checks.

Electrical certificates have to be issued on completed work. Twenty-eight of Halden’s were outstanding, some from March. Forty-three finished jobs had never been invoiced. Nobody was ignoring any of it; checking simply was not anyone’s job.

Demonstration build, sample data. Loads from YouTube only when you press play.

What was built

  • A daily certificate chase, filtering at source rather than pulling every record, emailing the lead engineer on each outstanding job.
  • A daily invoicing summary that builds its own table, counts the days outstanding and puts the count and total value in the subject line.
  • A triggered notification sent when an engineer is assigned to a job.
  • A configured failure path on all three, so an error notifies someone rather than disappearing into run history.
Automated invoicing summary email
The invoicing summary the owner gets each morning, with the count and value in the subject line. Sample data.
Certificate chase flow in the designer
The certificate chase in the flow designer. Sample data.
Flow run history showing successful runs
Run history. The failure path is the part most builds skip. Sample data.

Why the failure path matters

A flow that breaks at three in the morning and tells nobody is worse than no flow at all, because everyone has stopped checking manually by then. It is the part that gets skipped most often and causes the most damage. Every flow I build has one.

Client work, anonymised: Power Automate flows running daily, weekly and monthly payroll reporting and payment order cycles for a London tuition group, replacing manual preparation entirely.

What I automate with Power Automate →

Got a spreadsheet running something it shouldn’t?

Tell me what it does and what breaks when it fails. If I can help, I will say how. If you would be better off leaving it alone, I will tell you that too.

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