Build the full Votely stack

This guide walks you from empty Microsoft 365 setup through a working demo: Excel tables in OneDrive, Yumi in Copilot Studio, a secure vote flow in Power Automate, and a live dashboard plus verification in Power Apps. Work phases in order; expand each step for details.

Companion repo files (for example DATA.md, AGENT.md, and CSVs) are referenced inside the steps—keep them open in another window.

Follow the arc

Work through phases 0→4 in order. Later steps assume earlier ones are finished.

Expand steps

Tap a row to reveal instructions. Open only what you need, or skim headings first.

Keep files handy

Have DATA.md and AGENT.md nearby while you build Copilot topics and the email template.

Stack Microsoft 365 (work/school), Copilot Studio, Power Automate, Power Apps, Excel Online, OneDrive for Business.

Time First run: plan several hours across phases. Rehearse end-to-end before demo day.

Outcome Chat vote → receipt email → Excel audit trail → duplicate guard → Power Apps verify + live chart.

Interactive walkthrough

Click each step to expand. Use phase pills or Previous / Next to move between phases.

Build the full Votely stack

Votely step-by-step implementation guide — interactive walkthrough across Phase 0 through Phase 4 covering Excel, Copilot Studio, Power Automate, and Power Apps