Name: "Survey123 Connect" Email Automation

Survey123: Automating Your Work Orders via Email Using the Power Automate Trigger

Build Smarter Workflows That Run Themselves—No Coding Required

📅 Live Workshop

Wednesday, August 20

During California's intense fire season, I managed three major Survey123 projects. Each night, I manually ran feature reports and dropped them into a shared folder for the crews. It worked—but it was tedious.

Then my boss asked, "Can we use Power Automate to get these out automatically?"

That one question changed everything.

We implemented a workflow that automatically generated and emailed work orders—no more late nights, no more repetitive tasks. Now, I help others make that same leap:

Don't just do the work—design systems that do it for you.

⚙️ What You'll Learn

• Configure an end-to-end workflow: Inspection → Work Order → Automated Email

• Master the Survey123 Inbox for managing ongoing workflows, including color-coded visual indicators

• Build a Power Automate flow to send status update emails automatically—using tools you likely already have in Microsoft 365

💡 Why This Course Is for You

Feeling swamped with repetitive tasks? This class shows you how to reclaim your time by automating Survey123 workflows.

• Reduce Redundancy: Use AGOL + Power Automate (with Microsoft 365) to streamline your data flows

• Work Smarter: Focus on decisions, not file transfers and report generation

🧪 How You'll Learn

• Hands-On Activities: Build your form with triggers for real-world use

• Step-by-Step Guidance: Create and test your Power Automate flow during class

📋 Get Ready Before Class

• Choose a PDF-based questionnaire you'd like to automate—bring it to class!

👩‍🏫 Instructor: Michelle Williams

📧 michelle@survey123jedi.com

🌐 Survey123Jedi.com​