Modern merge through power automate for conditional content with letter codes

Ashley Gelderblom
Ashley Gelderblom
Tenth Anniversary Kudos 2 Name Dropper Participant
in SKY Developer General Discussions

is this possible yet?

Comments

  • Ben Regier
    Ben Regier
    Sixth Anniversary Kudos 5 Name Dropper Participant

    Most likely yes, this would be possible in some form. But I couldn't say for certain without more specifics on what you want to build.

  • Ashley Gelderblom
    Ashley Gelderblom
    Tenth Anniversary Kudos 2 Name Dropper Participant

    Thanks, option 2 listed on this page for power automate Conditional letter workflows - Microsoft Integrations (blackbaud.com)

  • Adam Dunigan
    Adam Dunigan
    Sixth Anniversary Name Dropper Participant Facilitator 1

    It's possible. We've built out an automation that will fill template letters based on the letter code. It's not 100% automated, as we still need to export the flat file from Mail that contains the fields we need. I'm working towards a fully automated solution that uses the Blackbaud connectors to pull in gifts. Happy to discuss with you if you're looking to get started!

  • Ashley Gelderblom
    Ashley Gelderblom
    Tenth Anniversary Kudos 2 Name Dropper Participant

    Thanks Adam-

    Yes I have a solution like that already. One letter template that brings in different content based on the letter code. It works well for batches, but not so well with nuanced letters that our team need to print right away. Which is why I am looking at this power automate solution with an add in, but I can’t extract the letter code or manage to do anything dynamic with content controls in Word. Are you able to do that?

  • Ashley Gelderblom
    Ashley Gelderblom
    Tenth Anniversary Kudos 2 Name Dropper Participant

    @Adam Dunigan would value getting in touch, to see what you have managed to achieve

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