Microsoft 365 Email and Calendar Automation

# Upwork Job Posting: M365 Automation – Calendar Alerts and Email Briefing System ## Overview We're a small IT service desk team of 8 running Microsoft 365 Premium with Copilot, Power Automate, HaloPSA, AlertOps, and Teams. We need two connected automation systems built on our existing stack. This is a two-part project. Both parts are documented in detailed spec documents attached. --- ## Part A: Calendar Focus and Alert System Power Automate + TravelTime (optional) + AlertOps integration that automatically alerts each team member when it's time to leave for an appointment, based on real calculated travel time, not a fixed offset. Key requirements: - TravelTime add-in installed and configured on M365 to automatically insert travel-time blocks before events with a location - Power Automate flow that fires two AlertOps alerts per event: a heads-up 15 minutes before meet/leave time, and a "meet/leave now" alert at the calculated meet/leave time, with escalation until acknowledged - Events with no location get the same two-alert treatment at configurable intervals before start time - AlertOps snooze actions (1hr, 2hr, 3hr, 4hr, 1 day, 2 days) on each alert, with Power Automate moving the calendar event and re-triggering the alert at the new time - Direct "Open in Outlook" link in each alert for manual rescheduling - HaloPSA is already synced to Outlook, freelancer to confirm reschedule reflects back correctly - A Friday afternoon two-week calendar lookahead sent to each person, with a "reviewed" acknowledgment action that logs to Power Automate, and a Monday morning catch-up if not acknowledged - Must be replicable across 8 team members after validation on one account --- ## Part B: Email Focus and Briefing System Power Automate + M365 Copilot (AI Builder) system that triages incoming email for each team member and surfaces actionable items through two daily briefings. Key requirements: - Power Automate flow triggers on every new email including CC'd emails, passes content to a Copilot/AI Builder prompt that identifies whether the email is actionable, summarizes it in one line, and extracts any deadline - Every actionable email creates a To Do/Planner task with a link back to the email; if a deadline is extracted, a calendar event is also created and feeds into the Part A alert system - Replying to the original email thread auto-completes the linked task, removing it from future briefings - Morning briefing (e.g., 7:00 AM): today's calendar, outstanding flagged emails with summaries and deadlines, tasks due today or overdue - Afternoon briefing (e.g., 4:00 PM): what's still outstanding from this morning, anything newly flagged, tomorrow's calendar - Both briefings delivered via email, Teams message, or AlertOps (whichever is simplest), no escalation needed - Must be replicable across 8 mailboxes after validation on one account --- ## What we're looking for Someone with confirmed hands-on experience with Power Automate, AlertOps webhook integrations, and M365 AI Builder or Copilot connectors. Please confirm in your proposal whether Power Automate's AI Builder prompt actions can call Copilot's reasoning directly or require a different connector, and what that means for licensing at our scale. Build and test on one account first (mine), then document the replication steps for the rest of the team. Full spec documents provided on engagement. ## Budget Open to quotes. Please itemize Part A and Part B separately, and include any ongoing costs (Copilot API usage if applicable).