Time

Title

Description

8:30 AM - 9:00 AM

Welcome and Breakfast

Settle in, get your space organized and grab some breakfast with your other automation enthusiasts.

9:00 AM - 9:30 AM

Blackbaud Extensibility and Microsoft Power Platform 101

Blackbaud products are meant to be customized to meet the unique needs of our customers. Learn the basics of how you can build customizations, common customer use cases and methods, and how to understand what data can be accessed via SKY API.

9:30 AM - 10:00 AM

Lab 1a: Automate Integration Scenarios

Learn what integration scenarios are a good fit for Microsoft Power Automate and understand the concepts needed to build an automated integration from an external form to Raiser's Edge NXT. 

10:00 AM - 10:20 AM

BREAK

 

10:20 AM - 11:20 AM

Lab 1b: Automate Integration Scenarios

Build an integration from a Contact Us form on a website to integrate that data and assign follow-up actions.  You will learn how to create actions, handle loops and conditions in Power Automate.

11:20 AM - 11:50 AM

Tutorial: SKY Add-ins, Apps, and Adaptive Cards

We drill deeper into the Blackbaud and Microsoft tools you can use to not only automate processes, but also customize the user experience inside Blackbaud products. You'll learn the different types of SKY Add-ins that can be used for automation scenarios and build your first Blackbaud app. We will also orient you to the Adaptive Card builder UI that we will use in the afternoon.

During this time we will create the App in preparation for Lab #2.

11:50 AM - 1:10 PM

LUNCH BREAK

 

1:10 PM - 2:40 PM

Lab 2a: Automate Data Health Tasks

Build an Adaptive Card add-in for Raiser's Edge NXT that will help automate fundraiser requests for receiving credit on gift. This will include handling approval steps and how to circumvent potential technical roadblocks that may arise in automating data health tasks.

2:40 PM - 3:00 PM

BREAK

 

3:00 PM - 4:00 PM

Lab 2b: Automate Data Health Tasks

Now that you've built a basic Adaptive Card, we will take it to the next level! In this lab, you will connect Blackbaud data directly to your Adaptive Card to further automate requests through data validation and through sending (and styling) notifications. You will confront more complex Microsoft Power Automate scenarios and continue building on your skills.

4:00 PM - 4:30 PM

Your Automation Action Plan

Review next steps for putting your new automation skills into practice at your organization. From licensing to architecture to gathering feedback from end-users and available training resources, you'll have a plan to accelerate your success.  We will provide tools to help you identify viable automation projects.

4:00 PM - 4:30 PM

Open Q&A Time

The team of experts will stick around to answer any questions you may have!

Time Zone: (UTC-07:00) Pacific Daylight Time (US & Canada)