Automate PDF Report Workflow for Organizational Assessment Using Power Automate or Power BI

---

---

We're looking for a reliable and skilled freelancer to help us automate a streamlined reporting process using Power Automate or Power BI. Below is a quick overview to help set clear expectations: What We Need Help With We have a diagnostic tool (ROAD) that collects responses via a form. We want to: Automatically generate a 1-page personalized summary based on form responses Combine that with a 3-page static PDF Email the final 4-page PDF to each respondent Optionally, create a dashboard (Power BI) to visualize the data Skills We're Looking For Microsoft Power Automate (must-have) Microsoft Forms / Excel / SharePoint integration Power BI (optional, for visualization) PDF automation experience Clear communicator with documentation or walkthrough capability How We Work We're a small team at the Center for Sustainable Business, University of Pittsburgh We value timely, high-quality work with clear updates We can meet over Zoom or Teams for a quick walkthrough if needed Prefer someone who can finish this within a few focused hours in the next couple of days If you’re confident in completing this task, please send your: Hourly rate Estimated hours Total project quote Brief description of how you’d approach the task Looking forward to hearing from you!

Keyword: Data Analysis

Price: $40.0

Data Visualization Microsoft Power BI Microsoft Excel Automation Microsoft Power Automate