[NF] - Automatic Go-Live Reminder Notifications for Active Projects

The system automatically sends reminder alerts when a project’s Go-Live date is approaching. A daily scheduled Power Automate flow reviews active projects and notifies stakeholders a configurable number of days in advance (for example, 7, 5, and 3 days before Go-Live).

This functionality helps teams prepare on time, reduce last-minute issues, and improve project delivery readiness.

A recurring Power Automate flow runs daily to check the Project entity and determine whether any active projects are approaching their Go-Live date. If the Go-Live date falls within the configured notification window, an alert is sent automatically.

Notification Logic

• The flow runs once per day.
• Only Active Projects are evaluated.
• The system compares:
  • Current Date
  • Project Go-Live Date
• If the difference in days matches the configured notification thresholds, a notification is sent.

Configurable Notification Days

• The system includes a parameter that defines how many days in advance notifications should be sent.
• Common configurations include:
  • 7 days before Go-Live
  • 5 days before Go-Live
  • 3 days before Go-Live
• These values can be adjusted without modifying the flow logic.

Steps to Enable and Use the Feature

1. Ensure the Go-Live Date field is populated on the Project record.
2. Confirm the project status is Active.
3. Verify that the daily recurring Power Automate flow is enabled.
4. Configure the notification parameter with the desired number of days prior to Go-Live.
5. When a project reaches one of the configured thresholds:
   • The system automatically sends a notification to the defined recipients.

Important Notes

• Notifications are sent only for active projects.
• Projects without a Go-Live date are ignored.
• The flow is designed to prevent unnecessary alerts outside the configured time window.
• The notification schedule is fully configurable to align with business needs.

Benefits

• Improves visibility of upcoming Go-Live milestones.
• Helps teams prepare and coordinate activities in advance.
• Reduces the risk of missed deadlines.
• Provides a flexible and scalable notification mechanism using Power Automate.