
This is what you will be able to build using the Process Automation Coach and the attached Training Case document.
Design your automation here → https://www.goodspending.com/the-process-automation-hub
You only need to fill out the online form for any sourcing requirement, real or imaginary.
Then you will use the AI Sourcing Strategy Tool to obtain your strategy document. Follow the link in Resources.
This is yet another practical realisation of the course promise - an AI-heavy Power App to facilitate operational meetings. I start the lecture with the solution overview and cost/benefit analysis, but you can always skip to 6:20 to witness the real-life demo.
You will review the defintion of vibe coding, its enablers, and the notion of "nano-SaaS" in the context of vibe coding.
This lecture will explain how Power Automate enables dynamic prompts, as opposed to the traditional static ones you're used to, when working with GPTs.
Please act as follows:
Briefly describe the workflow you want to automate (trigger, actions, dependencies, outputs). You can use a template to enter your requirements.
Flow described - the tool reviews and optimizes it from the Lean perspective
You approve the optimized flow concept → the tool generates a complete automation-ready process description.
Coach Mode proceeds exactly as designed (stepwise, with debugging and audit trail checks)
You build a new flow step by step as per this tool's careful guidance.
We will review the building blocks of Power Automate in a logical, practical manner.
Supplier Satisfaction Survey Automation is a practical example of how a real procurement workflow can be turned into a structured, auditable Power Automate solution.
The flow automatically distributes a supplier feedback survey, tracks responses in SharePoint, validates completeness, and records results for analysis and follow-up.
It demonstrates how low-code automation can replace manual emailing, spreadsheets, and chasing suppliers, while improving response quality, visibility, and governance.
We added a process overview, in case you would want to build this flow.
You may wish to enhance the Supplier Satisfaction Survey flow by adding a multiple-answer option and automatic answer scoring in SharePoint. You need to update the flow description then, or guide the GPT during the flow-building process.
Document Approval Automation demonstrates how to standardise and fully track a document-driven approval process using Power Automate.
The flow registers, e.g., a payment certificate, routes it for approval, captures the decision, and records the outcome in SharePoint.
It replaces ad-hoc emails and manual follow-ups with a single, auditable approval trail.
This case focuses on turning a routine but sensitive finance process into a controlled workflow — without adding unnecessary complexity.
You may optimise the Document Approval Workflow by fetching dynamic email addresses from the SharePoint list instead of hardcoding them. This is a typical improvement for any workflow.
RFx Communications Assistant automates the handling of supplier questions during an RFx process.
The flow captures incoming RFx-related emails, structures questions in SharePoint, supports controlled response drafting, and sends approved answers back to suppliers.
It replaces inbox chaos, manual tracking, and inconsistent replies with a single, traceable communication workflow.
This case demonstrates how Power Automate can support procurement governance, not just efficiency.
You can use Copilot as a dedicated chatbot for a specific topic, e.g., to respond to end-user enquiries on processes, policies, etc.
A brief overview of the AI Builder portal in Power Apps.
RFQ Data Recognition and Entry automates the extraction and registration of key RFQ information from incoming documents.
The flow captures RFQ data from emails or attachments, structures it into a SharePoint list, and creates a clean, searchable record for further sourcing activities.
It replaces manual copy-paste, inconsistent data entry, and fragmented RFQ tracking.
This case shows how Power Automate can be used to turn unstructured RFQ inputs into structured procurement data.
We will enhance our earlier-created Email Dispatcher workflow with AI-powered data recognition and capture applied to invoices.
Check the next lecture, where this flow will be enhanced and presented as an unmanaged solution.
The unmanaged solution file is attached, which you can import to test the use of Environmental Variables.
You can change EVs to witness the change in the newsfeed scope. This is truly a dynamic and user-adjustable solution.
RFQ Evaluation – Item-Lowest or Lump-Sum automates bid price evaluation using two common procurement award logics.
The flow evaluates supplier offers either by selecting the lowest total RFQ value or the lowest price per line item, based on a predefined evaluation criterion.
It removes manual calculations, spreadsheet errors, and inconsistent award logic.
This case demonstrates how commercial evaluation rules, not tools, should drive automation design.
One of the most complex AI flows created by the author. You can gradually aim at such complex solutions. This one has been verified and published on Microsoft Marketplace.
We will review some use cases for AI Builder.
This lecture includes the complete Course Slide Deck as additional material.
Turn a business process into a practical Microsoft 365 automation.
This course shows how Power Automate, SharePoint, Teams, and AI can work together in operational workflows. You will learn to map a process, define its trigger and decisions, choose the right actions, and test the result. An interactive automation coach and supporting case material help you develop a workflow for your own use.
The lessons use short demonstrations drawn mainly from procurement and business operations. Cases include email routing, document approvals, supplier surveys, RFx communications, data extraction, and AI-assisted workflows. You can study the examples for their design logic and use the supplied resources to reconstruct relevant flows in your own Microsoft 365 environment.
You will learn how to:
Identify a process that is suitable for automation.
Structure a flow around triggers, actions, conditions, and outputs.
Use SharePoint and other Microsoft 365 tools to support a workflow.
Apply AI to tasks such as extracting and structuring information.
Test a flow and refine it when the result is incomplete or incorrect.
The course is designed for procurement, operations, and other business professionals who understand the work they want to improve but do not write code. Familiarity with everyday Microsoft 365 tools is helpful. To build and test the examples yourself, you need access to Power Automate and the relevant Microsoft 365 services; AI examples require access to AI Builder credits.
The goal is to help you design a useful workflow, understand how the demonstrated solutions operate, and adapt that logic to a process in your own organization.