Overview: Seeking an Outlook/Office 365 expert to transform our email workflow into an efficient ticketing system using Outlook and Power Automate. The goal: automate ticket capture, tracking, assignment, and escalation—all within the Microsoft ecosystem. Current Situation: • Our team handles requests via Outlook but things get lost/missed. • No clear process for assignment, status tracking, or escalation. • We want to avoid third-party ticketing tools and make the most of our Office 365 subscription. • Team of X people, handling about Y requests/emails per day. What You’ll Build: • End-to-end workflow for managing requests as “tickets” using Outlook and Power Automate, including: • Automated email capture and routing to ticket folders • Ticket assignment (to people or shared mailboxes) with notifications • Status tracking: open, in progress, closed (ideally visible in Outlook) • Tags/labels for priority or type • Automated reminders/escalations for overdue tickets • Reporting/dashboard solution—can be in Outlook, Teams, or Excel • Clear documentation + short training for team adoption Success = • No lost or unassigned requests • Transparent status and ownership for every ticket • User-friendly (works for non-technical users in Outlook and Teams) • Minimal manual intervention for ticket sorting/assignment • Simple visibility/reporting for management Who You Are: • Deep hands-on experience with Outlook, Power Automate, and Microsoft 365 workflows • Able to recommend best practices and optimize for scale and reliability • Can communicate clearly and train others • Bonus: Experience with Teams integration, Excel reporting, and advanced rules
Keyword: Software Development
Price: $1.0
Business Process Automation Office 365 Automation Microsoft Power Automate
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