Automation Idea Library

Welcome to the Automation Idea Library! This page provides some ideas for automations and integrations using Microsoft Power Automate and the iMIS connector, to help you jumpstart your automation journey!

Third-Party Form Data in iMIS

When...

A new JotForm is submitted

Then...

Add the form record to a panel in iMIS

Send an e-mail notification to staff with a link to the panel record in the staff site

Self-Service Committee Members with Staff Approvals

When...

A committee request form is filled out

Then...

Send a confirmation e-mail to the member (pending approval)

Send and wait for an approval to Membership staff (accessible via Microsoft Teams, Outlook, and on the web)

If approved

Write committee position record into iMIS

Send a welcome e-mail to the member (request approved)

Automatic AI-Powered Member Feedback

When...

An e-mail is received to a special inbox (feedback@example.org)

Then...

Analyze the sentiment (positivity / negativity score) of the e-mail body

Find contacts by the sender's e-mail address

Add the feedback into an iMIS panel with its sentiment score, optionally include iMIS ID of existing contact, if found

Post a message to the Membership team channel notifying staff of new feedback

Automatically Send Documents to Committee Members

When...

A file is added to a special "committee attachments" folder in OneDrive (or SharePoint)

Then...

Get all active committee members (Activity records)

For each record found

Retrieve the member's contact record by ID

Send an e-mail to the committee member with the uploaded file as an attachment

Automated New Member Contract Signing

Part 1

When...

On a regular schedule

Then...

Run an IQA to find new members who have not been sent a contract to sign yet

For each record found

Send the new member a Docusign envelope to sign

Update a panel to record the envelope ID, and status "pending"

Part 2

When...

A Docusign envelope status changes

Then...

Find the panel record with the matching envelope ID

Update the panel record with status "completed"

Create or Update an iMIS Contact by Taking a Photo of a Business Card

When...

An image is uploaded from a mobile device using the Flow Button app

Then...

Analyze the image using AI to extract contact information

Find contacts by the last name and email address on the business card

Did we find exactly one matching contact?

Yes:

Update the existing record with new contact information from business card

No:

Create a new contact record using details from the business card

Send me a confirmation chat message via Microsoft Teams with the details on the business card

Gift Notification Alert

When...

When a Gift Activity of over $500 is inserted into iMIS

Then...

Get Contact record

Post a message to a Teams channel with the amount, name of contact, and a link to the contact's giving history

Send a File from OneDrive to an iMIS Panel

When...

I select a file in OneDrive for Business

Then...

Fetch the contents of the file

Compose a file description object (documentation)

Add a multi-instance panel record

Snapshot Monthly Member Counts

When...

Monthly (on a schedule)

Then...

Execute an IQA to get member count information

Write a standalone panel record containing the month, year, and member count information

Send a notification e-mail to staff containing the member counts