Survey123 Connect Email Automation

Instructor : Michelle Williams (AKA) Survey123 Jedi

Watch the Pre-Workshop DIY Videos Here<<
These videos are FREE for everyone—thanks to our generous sponsor!
Starting with these will give you a strong foundation to make the most of the live sessions.

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 (free 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

Healing you through your Survey123 trauma.