Bookings Staff Daily Schedule Briefing

Overview

FlowLibs - Bookings Staff Daily Schedule Briefing reads every Microsoft Bookings staff member's appointments for the current day and sends each of them a personalized morning briefing - services, times, clients, notes, and an open-time/gap note - to a Microsoft Teams channel and by email. Staff start the day prepared without opening Bookings.

Status: Built. Off (demo). Going live requires only connection authorization + environment-variable configuration.

Use Case

A services team (salon, clinic, advisory, support desk) wants each staff member to receive their day's schedule and prep notes automatically each morning, with a quick read on where the open time sits.

Flow Architecture

Environment Variables

Connectors & Connections

Connector	API name	Actions used
Microsoft Bookings	shared_microsoftbookings	ListBookingsBusinessUserAsAdmin
Microsoft Teams	shared_teams	PostMessageToConversation
Office 365 Outlook	shared_office365	SendEmailV2

Note — All connections are referenced as solution connection references; the flow is portable between environments as long as a connection is mapped at import time.

Customization Guide

Almost every realistic variant of this flow can be implemented by changing environment variable values. A few cases require small edits inside the flow definition — those are called out explicitly below.

Client history

Extend the Graph read or add a Dataverse lookup to include each client's last visit and notes.

Prep checklist

Map per-service prep items into Compose Briefing Html.

SMS

Wire a Twilio action inside the loop, gated on flowlibs_SmsBriefing = true (env var already provided).

Gap precision

Replace the gap note with a consecutive-appointment gap computation against business hours for exact open-slot windows.

EOD recap

Clone with an evening recurrence to summarize completed vs. no-show.

Key Expressions

The flow is intentionally light on Power Fx / WDL gymnastics — the heaviest expressions are the branch-name concatenation and the approval outcome check. They are listed below in the order they appear in the flow.

formatDateTime(startOfDay(utcNow()),'yyyy-MM-ddTHH:mm:ssZ') -> addDays(startOfDay(utcNow()),1)

concat(variables('varGraphBaseUrl'),'/solutions/bookingBusinesses/',variables('varBusinessSmtp'),'/calendarView?start=',variables('varDayStart'),'&end=',variables('varDayEnd'))

@contains(coalesce(item()?['staffMemberIds'], createArray()), items('For_Each_Staff')?['id'])

concat('<li><b>', formatDateTime(item()?['startDateTime']?['dateTime'],'HH:mm'), '-', formatDateTime(item()?['endDateTime']?['dateTime'],'HH:mm'), '</b> ', coalesce(item()?['serviceName'],'Appointment'), ' - ', coalesce(item()?['customerName'],'(no customer name)'), '</li>')

replace(replace(replace(string(body('Select_Appointment_Lines')),'[{"html":"',''),'"},{"html":"',''),'"}]','')

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