1. Create a Power Automate flow with a Dataverse "When a row is added, modified or deleted" trigger.

This ensures that the flow is triggered when an account's client tier changes.

2. Set the table and column conditions for the triggering event.

The trigger should monitor changes to the contoso_clienttier field in the Accounts table.

3. Add a step to call the "Create card for assistant" action.

This step ensures that a custom insight card is created for the assistant in Dynamics 365 Sales.

4. Save and test the flow by manually performing an update.

This verifies that the Power Automate flow is correctly detecting tier changes and triggering the insight card.

5. Update the insight card item to select the flow.

This ensures that the newly created insight card is linked to the correct Power Automate flow.