FTW Archives - Microsoft Power Platform Blog Innovate with Business Apps Mon, 27 Jun 2016 11:51:48 +0000 en-US hourly 1 An advanced flow: Processing Résumé Submissions http://approjects.co.za/?big=en-us/power-platform/blog/power-automate/advancedflow-processingresumes/ Mon, 27 Jun 2016 11:51:48 +0000 Learn more about the advanced Flow capabilities through a real world example: resume submission processing for the Microsoft Flow development team. This Flow has nine steps, conditions, and uses three different services.

The post An advanced flow: Processing Résumé Submissions appeared first on Microsoft Power Platform Blog.

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Today, we wanted to highlight some of the advanced capabilities for Microsoft Flow through a real world example: the résumé screening process used by the Microsoft Flow engineering team. The three advanced capabilities we are going to focus on are:

  1. Approval steps
  2. Conditional branching
  3. Chaining several actions together

This same Flow was also featured in the “Integrations Made Simple” session at the Integrate conference in London (video available).

The Problem

We are trying to aggressively grow the Microsoft Flow engineering team, and as a result have many different job postings (internal and external to Microsoft). The résumé submission system Microsoft uses generates an automated e-mail to the hiring manager of the prospective team whenever a candidate submits a résumé.

Before Microsoft Flow, the hiring manager (me) would have to manually shepherd the résumé through a few different steps:

  1. Review the résumé contents to see if the candidate has the relevant experience and would qualify for the role.
  2. If the candidate were interesting:
    1. Send them an e-mail that would:
      1. provide additional information / links about the position and team;
      2. introduce them to the engineering manager on the team; and,
      3. offer to set up a 1-hour technical screening phone call in the next few days.
    2. Add an item to my Wunderlist to keep track & mark as “complete” when we finish the tech screen.   
  3. If the candidate were not interesting, send them an e-mail that would let them know that we did not think the fit was right and offer to stay in touch in the future.
  4. After the above completes, delete the associated e-mails to keep my inbox clean.

Across our open positions, we get several résumé submissions every day, seven days a week. Completing the above was tiresome (e.g. having the right text for setting up the tech screen, including the right people on the e-mails, etc.) and error prone / easy to lose track of a great candidate. So, we set out to solve it with Microsoft Flow.

The Solution

In order to solve this problem with flow, we needed to map the above steps into flow concepts. In particular, it would require an approval step to decide whether or not we want to “screen” the candidate. Then, using the result of that approval step, we would leverage conditional branching to run different actions depending on if we want to screen the candidate or not. 

Before diving into the details for each individual step, let’s check out a sneak peek at the finished flow (with nine different steps across three services!): 

Entire Flow

The first step or “trigger” is based on when I receive an e-mail from the automated résumé submission system inside of Microsoft. This automated e-mail has a particular Subject line (i.e. starts with “Internal Resume Submission”) and is always marked as High Importance, so I add those filters:

On New Email Trigger

The next step or “action” is to send myself an approval e-mail. The approval e-mail allows me to specify two different options (I chose “Screen” and “Ignore”) in the e-mail. I can also include text / content inside the approval e-mail, so I pass the résumé details in so I can easily review. We can see that in the visual designer below:

Approval Email Action

Below is an example of what the approval e-mail looks like (blanking out the candidate name + résumé details):

Approval Email

You can see “Screen” and “Ignore” as buttons appearing inside the e-mail. If I click the “Screen” button, the candidate should advance to the next step in the process and start a tech screen. If I click on the “Ignore” button, we would send the candidate our regrets. These buttons work in Outlook, my iPhone or in OWA.

After the approval step (which can take a long to complete – maybe a few days if I am behind on e-mail), we need to fork the flow based on the response of “Screen” or “Ignore.” To do this we configure a “condition” in the flow. The condition will allow us to run one set of actions if it is “Screen”, and another set of actions for “Ignore.”

Add Condition

Inside the “If yes” set of actions, we want to run a few different steps to screen the candidate. They are:

  1. Delay five minutes after approval – we don’t want to make it feel like an automatic reply.
  2. Send an e-mail from my work e-mail (chlama@microsoft.com) that would:
    1. provide additional information / links about the position and team;
    2. introduce them to the engineering manager on the team; and,
    3. offer sometimes to set up a 1-hour screening phone call in the next few days.
  3. Add an item to my Wunderlist (list called “Potential Candidates”) to keep track & mark as “complete” when we finish the tech screen. 

A walkthrough via pictures can be seen below:

a. Delay five minutes after approval – we don’t want to make it feel like an automatic reply:

Delay Action

b. Send an e-mail from my work e-mail (chlama@microsoft.com) that explains the position & introduces the engineering managers:

Send Screen Mail

c. Add an item to my Wunderlist (list called “Potential Candidates”) to keep track & mark as “complete” when we finish the tech screen.

Wunderlist

However, if we chose not to screen the candidate (by clicking the “Ignore” button in the approval e-mail), we want to run a different set of actions. We do this by adding steps to the “If no” section: 

If Not Condition

In this case, we want to have a slight delay (to make it not feel so automated) and then send our regrets to the candidate. We also use values from earlier steps (e.g. their e-mail address / name) to make the e-mail feel more personal – after all, we reviewed their résumé carefully before deciding not to offer a tech screen. For brevity, the steps here are condensed:

If not condition Actions

As the last step of the entire Flow, we want to delete the original résumé submission e-mail to avoid cluttering my inbox. We want to run it after either the “condition” completes, regardless of it being an approval or a rejection. As a result, we add it at the very end of the Flow (and reference the message Id from the original “On new email” trigger):

Delete Email

After completing all those steps, we end up with the final Flow, which has been happily running for a few months now:

Entire Flow

If you’re interested in seeing this completed flow for yourself check out this template (which has the Microsoft-specific details removed):

Try it now!

 

Summary

In the end, after adding all the steps (which takes just a few minutes once you are familiar with the Flow concepts of actions & triggers), we were able to automate a common process on the Flow team. As a rough estimate, this automation saves me 10-15 minutes every morning. 

Additionally, as part of walking through this Flow, we were able to highlight some of the advanced capabilities of Microsoft Flow:

  1. Approval steps
  2. Conditional branching
  3. Chaining several actions together

Lastly, if you are a dev and would like to work on Flow, please reach out. We are hiring!

The post An advanced flow: Processing Résumé Submissions appeared first on Microsoft Power Platform Blog.

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Flow of the Week: Save tweets to Excel for data analysis http://approjects.co.za/?big=en-us/power-platform/blog/power-automate/tweets-to-excel/ Fri, 13 May 2016 16:40:52 +0000 Learn how to save tweets to Excel and perform data analysis on it using Microsoft Flow.

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Since our preview release two weeks ago, we have seen a lot of excitement from our users. People have been using flows to automate saving attachments to their SharePoint library, automating approvals, mining data from the Twitter and much more. The Boys and Girls Clubs of Greater Fort Worth, Texas, in a very interesting case study used Microsoft Flow to mine data from Twitter and track the progress of their non-profit program. You can read more about it on the blog post here: https://sway.com/x5EGIMKFiLFEq4pW

In order to mine data from Twitter, start by creating an Excel file on a cloud storage provider, like OneDrive, Dropbox or SharePoint.

Make sure your Excel file has a table defined as shown, you can choose to modify the schema as you see fit.

Next, use the “Save tweets to an Excel file” template to setup your flow to push tweet data into your Excel file.

 

Use this template

 

Once you have saved your flow, you should see data being populated in your Excel file.

You can use this data from Excel to build word clouds with PowerBI or do sentiment analysis with Cognitive services.

That’s it for now, stayed tuned for more interesting flow next week.

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