Case 01 · Power Automate · Cloud flow
Conditional Notification & Routing Automation
An event-driven flow that reads every new record, filters out the ones that don’t need action, and sends each notification to the right reviewer — with a fallback so nothing is ever dropped silently.
FOXTROT · VICTOR
WHISKEY · ZULU
ending — manual review
The problem
A person was the routing rule.
New records landed in a shared tracking list all day. Each one needed someone to read it, decide who owned it, and forward the details by hand.
It worked until it didn’t — and it didn’t scale. Adding a second reviewer turned a fuzzy mental rulebook into something genuinely easy to get wrong.
- Every new record waited on a human before anyone was notified.
- Triage was slow, easy to forget, and simple to get wrong.
- Records occasionally reached the wrong reviewer — or no one at all.
- Growing the team made the manual routing rules harder to keep straight.
The solution
One flow, five moves.
A single event-driven cloud flow replaces the entire manual triage step — running the moment a record appears, every time, without anyone watching.
Catch the new record
Fires automatically the moment an item is created in the SharePoint list.
Filter out the noise
Records with a non-actionable status — Denied, Closed/Lost, Not Applicable, Competition — are ignored.
Read the routing code
Extracts only the final segment of a code like REC-4014XX-ABCDEFG-ALPHA and normalizes its casing.
Match it to a reviewer
Sends to Reviewer A or Reviewer B by the code’s ending — or to both when the ending isn’t recognized.
Deliver a formatted notification
Emails the record’s key fields and a direct link back to the record, so the reviewer can act in one click.
Key technique
Extracting the routing code.
Instead of a brittle “ends with” check that false-matches on text earlier in the code, the flow isolates the exact final segment in a single expression.
Breaks the code into its hyphen-delimited parts.
Grabs only the final segment — the routing key.
Makes the match case-insensitive and resilient.
Logic
How a record finds its reviewer.
Outcome & impact
What changed.
Triage removed
The daily manual review-and-forward step is gone, freeing up coordinator time.
Right reviewer, reliably
Records consistently reach their owner instead of depending on someone remembering the rule.
Nothing slips through
Unrecognized codes are escalated to everyone rather than dropped silently.
Easy to grow
Adding a reviewer or a new code is a small, contained edit — not a rewrite.
Skills demonstrated
What this shows.
split · last · toUpper
Designing for edge cases & graceful fallbacks
Turning informal business rules into reliable logic
Notification
The email it sends.
Want this pattern in your workflows?
I adapt conditional routing and notification automations to the way your team already works. Tell me where the manual handoffs are.