Contact person: Power Automate Flow concept for Modular Automated Customer Communication, Appointment Scheduling, and Salesforce Integration:

Phone:Show

Email:Show

Location: Hamburg, Germany

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"Module 1 – Salesforce Check & Initial Contact (Starter Project)
Objective
Cloud Flow – Automated detection of inactive SFDC contacts and proactive outreach – with manual approval and Salesforce logging.


Functional Requirements

Excel ↔ Salesforce Check
Verify whether a contact (from an Excel list) has had any events in Salesforce within the last 14 days.

AI-Powered Initial Contact and followup Email
Generate a personalized email using e.g. AI Builder.
Followup Mail after 2 days if no answer

MS Teams Adaptive Card: Preview of the email with buttons “Approve” / “Edit”.
If edited: Adjust text and resubmit for approval.

Sending & Logging
After approval: Send email via Outlook.
Automatic logging in Salesforce (on Contact level + optionally select Opp/Prospect via MS Teams Adaptive Card).

Status Management
Store status in Dataverse (or SharePoint): e.g., “Initial Contact Sent”, timestamp, Ref-ID.

Correlation
Subject line includes [Ref:{GUID}] for unique assignment.

Access Rights Note
Salesforce logins, API permissions, or AI credits may initially be missing and need to be requested.
Goal: Technically set up the flow, initial tests may be limited on your end.

Payment
50% after technical setup (flows are built, even if testing is limited).
50% after final testing with full access rights.


Technology & Integrations

Power Automate (Cloud)
MS Teams Adaptive Cards (for approval/editing)
Outlook (Email)
Salesforce Connector (for logging)
AI Builder / Azure OpenAI (for text generation)
Dataverse (or SharePoint as interim storage)


Planned Follow-Up Modules (for future projects)

Module 2 – Reply Listener & AI Triage
PowerBI alert based followups
Automatic analysis of incoming emails (ALL_OK, TODOS, ONSITE, questions).
AI-generated replies with Teams approval, To-Do creation, Salesforce logging.

Module 3 – Appointment Scheduling (Basic)
Onsite requests → Suggest appointments (check calendar, simple slots).
Suggestion email with Teams approval, set holds.

Module 4 – Advanced Appointment Logic & Reminders
Distance/route logic (Maps, 200 km rule, start-of-week = Berlin).
Reminders (2+2 days), escalation (To-Do), hold cleanup.

Module 5 – Feedback Loop
Store corrections and approvals (original vs. final text).
Use past examples for AI generation (few-shot learning).
Optional: Preparation for custom model/fine-tuning." (client-provided description)