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I’m streamlining the back–office of a growing service business and need a specialist who can turn our manual admin into a largely self-running operation. The core of the job is to design and build an automated bookings system, set up a reliable way to track every incoming query, and close the loop with structured customer-success feedback – all inside the Microsoft ecosystem. Here’s how I picture the workflow: • Bookings: when a client requests a slot, the system should capture the details, check availability, send a confirmation, and drop the event straight into our Outlook calendar without anyone touching a keyboard. • Queries: every email, form fill, or chat that lands must be logged automatically, assigned an owner, and surfaced in a simple Excel/Teams dashboard so nothing slips through the cracks. • Customer feedback: after each job the client receives a short survey, the responses flow back into a central sheet, and high-priority comments trigger an alert in Teams. I’m comfortable with intermediate AI automation, so think Power Automate flows, Outlook and Teams connectors, Excel-based data management, maybe a light Power BI view if it helps us spot trends. There’s no need for advanced predictive modelling yet – accuracy, reliability, and clear handover documentation matter more. Deliverables I expect: 1. A working end-to-end workflow covering bookings, query tracking, and feedback capture. 2. All necessary scripts, flows, or templates stored in our 365 tenant. 3. A concise handover guide or short Loom video so my team can maintain the setup. If you’ve built similar Microsoft-first automations and enjoy polishing the small details that keep customers happy, I’d love to see how you’d approach this.
Project ID: 40191130
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Active 2 mos ago
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144 freelancers are bidding on average £16 GBP/hour for this job

Hi there, I will build a Microsoft-first, automated back-office for bookings, queries, and feedback. The plan: capture booking requests, check availability, auto-confirm, and drop events into Outlook; log every inquiry from email, form, or chat, assign an owner, and surface in a simple Excel/Teams dashboard; collect post-job feedback and push high-priority comments to Teams. I’ll use Power Automate flows with Outlook/Teams connectors, Excel data management, and a lightweight Power BI view if helpful. Deliverables: working end-to-end workflow, templates/scripts stored in your 365 tenant, and a concise handover (short Loom). This will be designed for reliability, clear handover, and easy ongoing maintenance. 1) Do you have a data governance policy for bookings, queries, and feedback? 2) Do you have existing forms, emails, or chat channels to be integrated, and where are they hosted? 3) How is calendar availability defined (resources, service durations, buffers)? 4) Who should own and be alerted for high-priority feedback, and how should escalation work? 5) Are there any constraints on your 365 tenant or Power Automate licenses, and where should deliverables be stored? Best regards,
£18 GBP in 20 days
9.4
9.4

Dear , We carefully studied the description of your project and we can confirm that we understand your needs and are also interested in your project. Our team has the necessary resources to start your project as soon as possible and complete it in a very short time. We are 25 years in this business and our technical specialists have strong experience in PHP, JavaScript, Software Architecture, HTML, Microsoft Outlook, Power BI, Automation, Data Management and other technologies relevant to your project. Please, review our profile https://www.freelancer.com/u/tangramua where you can find detailed information about our company, our portfolio, and the client's recent reviews. Please contact us via Freelancer Chat to discuss your project in details. Best regards, Sales department Tangram Canada Inc.
£22 GBP in 5 days
9.0
9.0

Hello, As an experienced team in programming and software development, Live Experts® LLC possesses a unique set of skills that perfectly aligns with your project needs. We are familiar with Power Automate flows and Microsoft tools, including Outlook and Teams connectors, Excel-based data management, and Power BI for data visualization. Our aim is not just to automate tasks, but to provide end-to-end solutions that enhance productivity, minimize errors and improve customer satisfaction. Our experience in AI automation will serve you well as we create an efficient system to handle bookings seamlessly and automate query tracking. With structured customer-success feedback, your team will be able to address any concerns promptly while keeping an eye on potential areas for improvement. Apart from delivering a high-quality system, we understand the importance of knowledge transfer in any partnership. You can count on us to compile comprehensive handover documentation or create a clear Loom video that ensures your team is able to maintain the setup proficiently. We hope to work closely with you, delivering on time, within budget and exceeding expectations at every turn. Thanks!
£36 GBP in 168 days
8.3
8.3

Hi, I can see you're aiming to transform your service business's admin into a seamless, automated powerhouse within the Microsoft ecosystem—a critical move that ensures no client request or feedback falls through the cracks. With my strong expertise in Microsoft 365 automation, including Power Automate, Outlook integration, Teams dashboards, and Excel data management, I will build you an end-to-end solution that automates bookings, query tracking, and customer feedback efficiently and reliably. I will script and configure every flow to guarantee smooth calendar updates and real-time alerts. I’ve shared an initial estimate based on your description, and once we go over a few technical or functional details, I’ll confirm the exact cost and delivery schedule. The final delivery will include a clear handover guide or Loom walkthrough to enable your team to manage the system independently. Looking forward to your reply so we can finalize the exact plan. What specific data fields or customer details must the booking system capture during slot requests to ensure optimal scheduling and follow-up? Best regards, Asad
£18 GBP in 30 days
8.2
8.2

Hello sir can you please discuss on chat
£12.99 GBP in 40 days
7.9
7.9

Hi, With a well-rounded skillset in automation and data management, I am confident I can successfully set up the automated booking and admin support system your business needs. My extensive background in backend technologies like PHP (particularly Laravel, CI, CakePHP) and Python/Django, coupled with my proficiency in frontend tools such as HTML, CSS, Bootstrap, and JavaScript make me highly competent for the task ahead. Thanks....
£15 GBP in 40 days
8.1
8.1

Hello, HAVE HANDS-ON EXPERIENCE WITH SUCH PROJECT I have 9+ years of proven experience building Microsoft-first automation solutions and confidently understand your requirements. The goal is to create a reliable, self-running bookings and admin workflow within Microsoft 365, ensuring no query or appointment falls through the cracks. Core Features: -->> Automated booking capture, availability check, confirmation, and Outlook calendar sync -->> Automatic logging of emails/forms/chats into a tracked dashboard (Excel/Teams) -->> Customer feedback capture with automated alerts for high-priority responses -->> Power Automate flows with secure connectors for Outlook, Teams, and Excel -->> Optional Power BI view for trend insights -->> Full handover documentation + Loom walkthrough Approach: Clean, scalable Power Automate architecture with secure connectors, clear data structure, and an agile delivery process. I have some questions to clarify the workflow before we proceed. Thanks Julian
£10 GBP in 40 days
8.0
8.0

Hello I have thoroughly reviewed your project description and am confident in my ability to assist you in completing it successfully. I believe it would be highly beneficial to delve deeper into the specifics of the job to determine the most effective way forward. I am open to scheduling an interview at your convenience, and I genuinely appreciate the chance to collaborate with you on this project. Your response is eagerly anticipated, and I'm excited about the prospect of working together. Thank you for considering my proposal. Looking forward to your prompt reply! Best regards Rekha!!!
£13 GBP in 40 days
7.9
7.9

Having closely reviewed your project requirements, I want to assure you that my skills as an AI Engineer specializing in AI engine development and intelligent automation make me an excellent fit for this project. Over the course of my career, I have created systems similar to the one you have described - automating admin tasks efficiently while keeping a strong focus on accuracy and reliability. By leveraging my expertise in Microsoft's Power Automate flows, Outlook and Teams connectors, Excel-based data management, and potentially Power BI for data visualization, I'll ensure not only an optimized automated workflow but also a seamless handover for your team's future maintenance. As a bonus, my proficiency extends into Python, C#, PyTorch, TensorFlow to meet any possible code or language requirement. But beyond technical prowess, clear communication and aligning the solution with business goals is crucial. My approach always focuses on clarity, relevance, and measurable results. Rest assured of a working end-to-end workflow covering bookings/query tracking/feedback capture along with necessary scripts in your 365 tenant and detailed handover documentation as required. Let's transform your operations for easy scaling together!
£15 GBP in 40 days
7.0
7.0

I HAVE BUILT END-TO-END MICROSOFT 365 AUTOMATIONS FOR SERVICE BUSINESSES TO TURN MANUAL ADMIN INTO SELF-RUNNING SYSTEMS. I can streamline your back-office by creating a fully automated workflow across bookings, query tracking, and customer feedback inside the Microsoft ecosystem. Core features include: Automated Bookings: Capture client requests, check availability, send confirmations, and add events to Outlook calendars automatically. Query Management: Log emails, forms, and chats; assign owners; display in Excel/Teams dashboards so nothing is missed. Feedback Capture: Deliver post-job surveys, centralize responses in Excel, and trigger Teams alerts for high-priority comments. Tech Stack: Power Automate, Outlook & Teams connectors, Excel for data management, optional Power BI dashboards for trends. Deliverables: Fully functioning end-to-end workflow for bookings, queries, and feedback. All flows, scripts, and templates configured in your 365 tenant. Concise handover guide and Loom walkthrough for your team. I ensure reliable, maintainable automation with clear documentation so your team can operate confidently without daily manual intervention. Available to start immediately and deliver a polished, production-ready system efficiently.
£13 GBP in 40 days
7.3
7.3

Hi there, I’m excited about the opportunity to help streamline your service business's back-office operations. With extensive experience in creating automated systems within the Microsoft ecosystem, I am confident in my ability to design and implement a fully automated booking and admin workflow tailored to your needs. I will craft a solution that captures booking requests seamlessly, manages queries efficiently, and ensures customer feedback is structured for easy analysis. Utilizing Power Automate, I will connect Outlook, Teams, and Excel to create an intuitive dashboard that keeps your team informed without manual intervention. I will also provide a concise handover guide to empower your team to maintain the system effortlessly. Let's discuss the project further and outline a timeline for implementation. Best regards,
£14 GBP in 10 days
6.7
6.7

Hello, I understand you’re looking for a specialist who can transform your manual back-office operations into a reliable, largely self-running system within the Microsoft ecosystem. I have strong experience designing Microsoft-first automations that connect bookings, communications, and customer feedback into a single, well-structured workflow. My approach focuses on building stable Power Automate flows that capture booking requests, validate availability, trigger confirmations, and sync events directly into Outlook calendars without manual intervention. For query tracking, I design centralized intake pipelines that automatically log emails, form submissions, and chat messages, assign ownership, and surface live status views through Excel and Teams dashboards. This ensures visibility, accountability, and zero missed requests. For customer feedback, I implement post-service survey automations where responses flow into structured datasets, priority signals are detected, and Teams alerts are triggered instantly for rapid follow-up. All solutions are built cleanly inside your Microsoft 365 tenant using Power Automate, Outlook, Teams, Excel, and optional Power BI for trend visibility. Emphasis is placed on accuracy, resilience, and clear documentation so your team can confidently maintain and extend the system after handover. Thanks, Asif
£15 GBP in 40 days
6.8
6.8

Hi, I can help you streamline and automate your back-office operations using a Microsoft-first approach, turning your current manual admin into a reliable, low-touch system. I’ve built similar workflows where bookings, enquiries, and feedback all flow automatically through Power Automate, Outlook, Teams, and Excel, with clarity and accountability built in. How I’d design your workflow: - Bookings automation: Capture booking requests, check availability, send confirmations, and automatically create Outlook calendar events using Power Automate and Outlook connectors - Query tracking: Log emails, form submissions, and chats into a central Excel/SharePoint list, auto-assign owners, and surface everything in a simple Teams/Excel dashboard - Customer feedback loop: Send post-job surveys, collect responses into a structured sheet, and trigger Teams alerts for high-priority or negative feedback - Visibility & control: Optional lightweight Power BI view to spot trends without adding complexity You’ll receive a working end-to-end setup, all flows and assets stored in your 365 tenant, plus a concise handover guide or Loom walkthrough. Happy to walk through your current process and propose a clean automation map before implementation. — Shiv
£13 GBP in 40 days
6.8
6.8

Greetings, It sounds like you're looking to create a seamless and automated system for managing bookings, queries, and customer feedback in your service business. I can help design a workflow that takes client requests and automatically handles confirmations and calendar entries in Outlook. For tracking queries, I’ll set up an Excel dashboard that logs all incoming communications and assigns ownership, ensuring nothing gets missed. Plus, I can implement a feedback loop that captures customer insights and alerts your team to important comments. With my experience in Power Automate and the Microsoft ecosystem, I’ll ensure everything is reliable and well-documented, making it easy for your team to maintain. I’m excited to bring this vision to life and help streamline your operations. Best regards, Saba Ehsan
£13 GBP in 40 days
6.4
6.4

Hello, I understand you’re looking for a Microsoft-focused automation specialist to streamline your back-office operations by turning manual admin into a largely self-running system covering bookings, query tracking, and customer feedback. Portfolio & Past Work ==> https://www.freelancer.com/u/neerajdhameliya I have hands-on experience building production-ready automations within the Microsoft 365 ecosystem, using Power Automate, Outlook, Teams, Excel, and Forms. My focus is on reliable, easy-to-maintain workflows that reduce manual work, improve visibility, and include clear handover documentation so your team can manage everything confidently after delivery. I also prioritise clear, proactive communication to keep progress transparent. ◆ Are there any existing Power Automate flows or booking tools currently in use that I should review first? My Plan for this project:- 1) Review your current process, inputs, and Microsoft 365 setup 2) Build an automated booking flow with Outlook calendar sync 3) Centralise query tracking across email, forms, and chat into Excel/Teams dashboards 4) Set up post-job customer feedback with alerts for high-priority responses 5) Deliver clean documentation or a short Loom walkthrough for handover I focus on delivering practical, reliable automations, staying within scope, and flagging decisions early when input is needed. Please feel free to message me to discuss your timeline and project details. Best regards, Niral D
£13 GBP in 40 days
6.5
6.5

As a seasoned WordPress developer with over 10 years of experience, I am well-versed in streamlining manual operations and turning them into automated systems. I understand the importance of a smooth booking process which is why I have robust expertise in creating exactly that. Whether it's capturing client details, checking availability, sending confirmations straight to Outlook calendars or any other task you mentioned, I know the ins and outs of doing these effectively and efficiently. Lastly, being proficient in PHP makes me adept at delivering reliable systems that align with specific needs. When you choose me for this project, not only would you get a working end-to-end workflow but all necessary scripts and flows stored in your 365 tenant - allowing easy access and maintenance for your team. My top-rated commitment to quality work and fast turnaround time will ensure that your automated booking system is efficient, accurate and reliable - exactly what you need. Partner with me for an exceptional freelance experience where your satisfaction is paramount.
£10 GBP in 40 days
6.4
6.4

Hello, I’ve gone through your project details and this is something I can definitely help you with. With over 10 years of experience in mobile and web app development, I have specialized in creating automated solutions that streamline processes. Your vision for transforming the back-office of your service business aligns perfectly with my expertise. I will design an automated bookings system that captures client details, checks availability, and integrates seamlessly with your Outlook calendar. Additionally, I will implement a robust query tracking system using Power Automate, with an easy-to-navigate Excel dashboard to ensure no queries slip through the cracks. Furthermore, I’ll set up feedback mechanisms to channel customer responses back into a central repository, enhancing your team's ability to act on high-priority feedback. Here is my portfolio: https://www.freelancer.in/u/ixorawebmob I’m interested in your project and would love to understand more about your current setup to ensure the best approach. Could you clarify: 1. What specific features are crucial for your booking system? Let’s discuss over chat! What specific features are crucial for your booking system? Regards, Arpit Jaiswal
£14 GBP in 38 days
7.1
7.1

Hello There!!! ⚜⭐⭐⭐⭐⚜(( Project Goal: Automate bookings, admin queries, and feedback inside Microsoft 365 ))⚜⭐⭐⭐⭐⚜ Streamlining a service business back office works best when bookings, queries, and feedback are treated as one connected workflow rather than separate tools. Your outline clearly points to a Microsoft first automation that removes manual touchpoints while keeping full visibility for your team. You are looking for a reliable booking flow that checks availability, confirms clients, and syncs directly to Outlook, combined with structured query tracking and post job feedback that feeds into Teams and Excel automatically. Accuracy and maintainability matter more than over engineering. My focus is on designing clean Power Automate flows that connect Outlook, Forms, Excel, and Teams in a way your team can understand and manage long term. I prioritise clear ownership, traceability, and simple dashboards over hidden logic. Three core features I would deliver: * Automated booking intake with Outlook calendar sync * Centralised query tracking with owner assignment and Teams visibility * Post service feedback capture with priority alerts If you are open to a short discussion, I would be glad to outline the exact flow structure and handover approach before we begin. Warm Regards, Farhin B.
£10 GBP in 40 days
6.4
6.4

Hi Katherine W., I am very interested in automating your bookings, query tracking, and customer feedback inside Microsoft 365. I have built Power Automate flows that capture booking requests, add events to Outlook, log emails and form fills into Excel and Teams dashboards, and send Teams alerts for urgent feedback. I deliver complete end-to-end workflows, store all flows and templates in the client tenant, and prepare short handover guides or Loom videos so your team can maintain the setup. Quick question: do you already use a specific booking form or third-party tool that must be connected? Best regards, Saad J.
£10 GBP in 40 days
5.4
5.4

As an AI-Driven ERP, CRM & Automation Expert with Solutionzhere, I am incredibly excited about the opportunity to help transform your growing service business into a fully automated, slick operation. My robust proficiencies in Microsoft Co-Pilot (Dynamics 365 + Power Platform + M365), Power Automate and Power BI make me the perfect fit for this project. I've built similar Microsoft-first automations like you envision, focusing on accuracy, reliability, and clear handover documentation to ensure seamless operations. Your project aligns impeccably with my skill set: from designing and building automated booking systems to tracking every query reliably and incorporating customer feedback effectively. With my profound experience in streamlining operations using specialized AI automation and next-gen digital solutions, I'm well-suited to bring immense value to your business. Let's connect and revolutionize your administrative processes!
£25 GBP in 40 days
5.5
5.5

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