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Created by Laura Kucharchuk
Use Power Automate to
create a simple RSVP
system
Created by Laura Kucharchuk
Created by Laura Kucharchuk
UsePowerAutomate
tocreateasimple
RSVPsystem This deck provides an overview of
three key stages to create a
successful RSVP flow.
1. Create a Form
2. Create a Calendar Hold
3. Create Your Automated Flow
Created by Laura Kucharchuk
Created by Laura Kucharchuk
1. Create a RSVP
form using
Microsoft Forms
Created by Laura Kucharchuk
Created by Laura Kucharchuk
This is very simple to do, so I’m not
going to walk through this part.
If you need help, you can reference
Microsoft’s how-to guide.
Make a new form using Microsoft Forms
MS Forms atomatically captures
name and email address info since
I’m sending this internally to my
organization. If you’re sending to
externals, make sure to include a
‘name’ and ‘email address’ field.
Created by Laura Kucharchuk
2. Create your
calendar hold
using Outlook
Created by Laura Kucharchuk
Created by Laura Kucharchuk
Add in all the details you need for
your event, including title, start and
end time and location. Include
whatever you need to in the body of
the appointment including text and
photos.
Create a new appointment in Outlook
Created by Laura Kucharchuk
Click ‘File’ > ‘Save as’
Name your file and save it in
‘iCalendar’ format.
Save it somewhere on your drive
where you can access it easily.
Save your new appointment
Created by Laura Kucharchuk
This won’t look the same for
everyone.
Upload your file to a SharePoint
file that is open to everyone in
your organization. Remember
where you put it, because you’ll
need to find it later to attach to
your auto-response email.
Upload your file to SharePoint
Mindful Session.ics
Holiday Open House.ics
Created by Laura Kucharchuk
3. Create your
Automated
Flow
Created by Laura Kucharchuk
Created by Laura Kucharchuk
Build a new automated flow from Blank. Create a Flow
that’s triggered ‘When a new response is submitted’ to a
Microsoft Form. Once you’ve named you’ve named your
Flow and clicked ‘Create’ you’ll be taken the build page.
Here, you’ll find the name of your RSVP form in the drop-
down menu.
Build a new Automated Flow
from Blank
Created by Laura Kucharchuk
Get the response details
Click the ‘+New step’ button to add
a new step.
In the ‘Choose an action’ panel,
search for ‘Forms’ and choose the
action titled ‘Get response details.’
In this action, use the drop-down to
find the name of your Form.
Click into the “Response Id” box and
a pop-up will appear.
Created by Laura Kucharchuk
Add in the Response Id
This pop-up is for Dynamic
content. If this does not pop up
when you click inside an input
box, there is a blue button
below the input labelled ‘Add
dynamic content’.
Choose the “List of response
notifications Response Id”
option under ‘When a new
response is submitted.’
Created by Laura Kucharchuk
Create conditions
Click the ‘+ New step’ button
and add a ‘Condition’ action.
This will tell the Flow what to do
based on a specific response to
the form. In this case, this will
tell the Flow to send an email if
someone RSVPs with a ‘yes.’
You might choose to send an
email if someone RSVPs ‘no’, but
I chose to do nothing if this was
the response, so I left it blank.
Created by Laura Kucharchuk
Create conditions
Click into the first ‘Choose a value’ box to
add dynamic content.
In this case, we want the response to ‘Are
you attending?’ So, within the dynamic
content pop-up, look under ‘Get response
details’ to add your attending question.
Next, we need to know the value for ‘yes’.
Type in the exact wording for the positive
response in the second ‘Choose a value’
box. In this case, the exact value was, “Yes,
I’ll be there.”
Created by Laura Kucharchuk
Choose what to do when someone
responds ‘yes’
If all the conditions that we have set are
met, the Flow will go through the process
of sending an email to the respondent
along with our calendar hold attached to
the email.
If the conditions are not met, nothing
happens and the respondent will not
receive an email.
Next, let’s build out what happens when
the condition is met.
Created by Laura Kucharchuk
Get your calendar invite
Under ‘If yes’ click ‘Add an
action’ and search for ‘Get file
metadata’ for SharePoint.
This will call up the calendar
invite’s information.
Created by Laura Kucharchuk
Get the calendar invite’s metadata
Use the drop-down box to find
the correct SharePoint site
where your calendar invite is
located.
Next, click the folder and
navigate through the folder path
to find your calendar file.
http://yoursitename.sharepoint.com
/Documents/Calendar Reminder/Holiday
Open House.ics
Created by Laura Kucharchuk
Get the calendar invite’s content
Add a new step. Search for ‘Get
file content’ for SharePoint.
This step ensures that, along with
the metadata we’ve grabbed, an
actual .ics file attaches itself to the
response email.
Go through the same process as
the previous step of inputting the
correct site address and file
identifier.
http://yoursitename.sharepoint.com
/Documents/Calendar Reminder/Holiday
Open House.ics
Created by Laura Kucharchuk
Let’s make an email!
Finally, let’s create the auto-response
email.
Add a new step, and search for ‘Send
an email from a shared mailbox (V2)’
if you are planning to send from a
shared mailbox (for instance, if you
use a special account for internal
communications) or you can simply
search for ‘Outlook’ and choose one
of the other ‘Send an email’ options
to send from your personal email
account.
internalcommsaddress@yourorg.com
Created by Laura Kucharchuk
Let’s make an email!
If you’re sending from a shared
mailbox, type in the email address for
the mailbox. You must have
permission to send from this mailbox.
internalcommsaddress@yourorg.com
Created by Laura Kucharchuk
Let’s make an email!
Then, click inside the ‘To’ box and
from the Dynamic content pop-up,
choose ‘Email address’ under ‘Get
response details’. This will fill in the
respondent’s email address.
internalcommsaddress@yourorg.com
Created by Laura Kucharchuk
Let’s make an email!
Create a subject line for your email.
I’ve added Dynamic content from my
form so it places the name of the
respondent in the subject line to
make it personalized.
internalcommsaddress@yourorg.com
Created by Laura Kucharchuk
Let’s make an email!
Add in the body content for your
email.
I’ve added HTML code for a
designed email here, but you can
also use plain text.
To personalize the body content, you
can add in Dynamic content from the
form such as the respondent’s name,
or the details about their RSVP
response.
internalcommsaddress@yourorg.com
Created by Laura Kucharchuk
Attach your calendar hold
Click the ‘Attachments Name – 1’ box
and look for the Dynamic content
provided by ‘Get file metadata’.
Choose ‘DisplayName’. This will call
up the name of your file.
Next, click the ‘Attachments Content
– 1’ box and add in the Dynamic
content provided by ‘Get file content’
and choose ‘File content.’ This will
ensure there’s actual file content to
attach.
Created by Laura Kucharchuk
UsePowerAutomate
tocreateasimple
RSVPsystem
Last step!
Don’t forget to test your Flow to
make sure it works.
If you notice any errors in this
deck, or if something isn’t clear,
please feel free to let me know so I
can correct them.
Created by Laura Kucharchuk
Created by Laura Kucharchuk
Thank you and happy
automating!
Created by Laura Kucharchuk
laura.bettercomms@gmail.com

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Create a Simple RSVP System with Power Automate

  • 1. Created by Laura Kucharchuk Use Power Automate to create a simple RSVP system Created by Laura Kucharchuk
  • 2. Created by Laura Kucharchuk UsePowerAutomate tocreateasimple RSVPsystem This deck provides an overview of three key stages to create a successful RSVP flow. 1. Create a Form 2. Create a Calendar Hold 3. Create Your Automated Flow Created by Laura Kucharchuk
  • 3. Created by Laura Kucharchuk 1. Create a RSVP form using Microsoft Forms Created by Laura Kucharchuk
  • 4. Created by Laura Kucharchuk This is very simple to do, so I’m not going to walk through this part. If you need help, you can reference Microsoft’s how-to guide. Make a new form using Microsoft Forms MS Forms atomatically captures name and email address info since I’m sending this internally to my organization. If you’re sending to externals, make sure to include a ‘name’ and ‘email address’ field.
  • 5. Created by Laura Kucharchuk 2. Create your calendar hold using Outlook Created by Laura Kucharchuk
  • 6. Created by Laura Kucharchuk Add in all the details you need for your event, including title, start and end time and location. Include whatever you need to in the body of the appointment including text and photos. Create a new appointment in Outlook
  • 7. Created by Laura Kucharchuk Click ‘File’ > ‘Save as’ Name your file and save it in ‘iCalendar’ format. Save it somewhere on your drive where you can access it easily. Save your new appointment
  • 8. Created by Laura Kucharchuk This won’t look the same for everyone. Upload your file to a SharePoint file that is open to everyone in your organization. Remember where you put it, because you’ll need to find it later to attach to your auto-response email. Upload your file to SharePoint Mindful Session.ics Holiday Open House.ics
  • 9. Created by Laura Kucharchuk 3. Create your Automated Flow Created by Laura Kucharchuk
  • 10. Created by Laura Kucharchuk Build a new automated flow from Blank. Create a Flow that’s triggered ‘When a new response is submitted’ to a Microsoft Form. Once you’ve named you’ve named your Flow and clicked ‘Create’ you’ll be taken the build page. Here, you’ll find the name of your RSVP form in the drop- down menu. Build a new Automated Flow from Blank
  • 11. Created by Laura Kucharchuk Get the response details Click the ‘+New step’ button to add a new step. In the ‘Choose an action’ panel, search for ‘Forms’ and choose the action titled ‘Get response details.’ In this action, use the drop-down to find the name of your Form. Click into the “Response Id” box and a pop-up will appear.
  • 12. Created by Laura Kucharchuk Add in the Response Id This pop-up is for Dynamic content. If this does not pop up when you click inside an input box, there is a blue button below the input labelled ‘Add dynamic content’. Choose the “List of response notifications Response Id” option under ‘When a new response is submitted.’
  • 13. Created by Laura Kucharchuk Create conditions Click the ‘+ New step’ button and add a ‘Condition’ action. This will tell the Flow what to do based on a specific response to the form. In this case, this will tell the Flow to send an email if someone RSVPs with a ‘yes.’ You might choose to send an email if someone RSVPs ‘no’, but I chose to do nothing if this was the response, so I left it blank.
  • 14. Created by Laura Kucharchuk Create conditions Click into the first ‘Choose a value’ box to add dynamic content. In this case, we want the response to ‘Are you attending?’ So, within the dynamic content pop-up, look under ‘Get response details’ to add your attending question. Next, we need to know the value for ‘yes’. Type in the exact wording for the positive response in the second ‘Choose a value’ box. In this case, the exact value was, “Yes, I’ll be there.”
  • 15. Created by Laura Kucharchuk Choose what to do when someone responds ‘yes’ If all the conditions that we have set are met, the Flow will go through the process of sending an email to the respondent along with our calendar hold attached to the email. If the conditions are not met, nothing happens and the respondent will not receive an email. Next, let’s build out what happens when the condition is met.
  • 16. Created by Laura Kucharchuk Get your calendar invite Under ‘If yes’ click ‘Add an action’ and search for ‘Get file metadata’ for SharePoint. This will call up the calendar invite’s information.
  • 17. Created by Laura Kucharchuk Get the calendar invite’s metadata Use the drop-down box to find the correct SharePoint site where your calendar invite is located. Next, click the folder and navigate through the folder path to find your calendar file. http://yoursitename.sharepoint.com /Documents/Calendar Reminder/Holiday Open House.ics
  • 18. Created by Laura Kucharchuk Get the calendar invite’s content Add a new step. Search for ‘Get file content’ for SharePoint. This step ensures that, along with the metadata we’ve grabbed, an actual .ics file attaches itself to the response email. Go through the same process as the previous step of inputting the correct site address and file identifier. http://yoursitename.sharepoint.com /Documents/Calendar Reminder/Holiday Open House.ics
  • 19. Created by Laura Kucharchuk Let’s make an email! Finally, let’s create the auto-response email. Add a new step, and search for ‘Send an email from a shared mailbox (V2)’ if you are planning to send from a shared mailbox (for instance, if you use a special account for internal communications) or you can simply search for ‘Outlook’ and choose one of the other ‘Send an email’ options to send from your personal email account. internalcommsaddress@yourorg.com
  • 20. Created by Laura Kucharchuk Let’s make an email! If you’re sending from a shared mailbox, type in the email address for the mailbox. You must have permission to send from this mailbox. internalcommsaddress@yourorg.com
  • 21. Created by Laura Kucharchuk Let’s make an email! Then, click inside the ‘To’ box and from the Dynamic content pop-up, choose ‘Email address’ under ‘Get response details’. This will fill in the respondent’s email address. internalcommsaddress@yourorg.com
  • 22. Created by Laura Kucharchuk Let’s make an email! Create a subject line for your email. I’ve added Dynamic content from my form so it places the name of the respondent in the subject line to make it personalized. internalcommsaddress@yourorg.com
  • 23. Created by Laura Kucharchuk Let’s make an email! Add in the body content for your email. I’ve added HTML code for a designed email here, but you can also use plain text. To personalize the body content, you can add in Dynamic content from the form such as the respondent’s name, or the details about their RSVP response. internalcommsaddress@yourorg.com
  • 24. Created by Laura Kucharchuk Attach your calendar hold Click the ‘Attachments Name – 1’ box and look for the Dynamic content provided by ‘Get file metadata’. Choose ‘DisplayName’. This will call up the name of your file. Next, click the ‘Attachments Content – 1’ box and add in the Dynamic content provided by ‘Get file content’ and choose ‘File content.’ This will ensure there’s actual file content to attach.
  • 25. Created by Laura Kucharchuk UsePowerAutomate tocreateasimple RSVPsystem Last step! Don’t forget to test your Flow to make sure it works. If you notice any errors in this deck, or if something isn’t clear, please feel free to let me know so I can correct them. Created by Laura Kucharchuk
  • 26. Created by Laura Kucharchuk Thank you and happy automating! Created by Laura Kucharchuk laura.bettercomms@gmail.com