Microsoft Power Automate is a powerful tool that allows you to automate repetitive tasks and streamline your workflows. With its drag-and-drop interface and wide range of pre-built connectors, it’s easy to create powerful automation that can save you time and boost productivity. We’ll show you some examples of what you can do with Power Automate and give you a taste of its capabilities. Whether you’re a beginner or an experienced user, you’re sure to find something here that will inspire you to start automating your own tasks.
Automatically Save Email Attachments
Power Automate can help by streamlining the process of organising and storing client information. When documents or accessories are sent out to a client, Power Automate can automatically save them into the appropriate SharePoint folder. This eliminates the need for manually searching through emails to find the necessary information, as it will be easily accessible within the organised file collection. By automating this process, Power Automate can save time and reduce the burden of repetitive tasks.
Manage Holiday Requests and Approvals
Power Automate and Power BI can help streamline the process of managing holiday requests and approvals. By using these tools, you can set up an automatic authorisation process for staff holiday requests. This means that when an employee requests leave, Power Automate can automatically send a request to their supervisor for approval. Once the supervisor provides their response, Power Automate can send a notification to the employee, letting them know the status of their request. This automation of the holiday request process can save time and improve efficiency by reducing the need for manual approvals.
Request Approval for New Documents as Well as Alert Employees via Teams
Power Automate can help improve your workflow by automating the process of obtaining approval for critical documents. This process can be time-consuming and require follow-up with multiple team members. With Power Automate, approval can be requested automatically when a new document is added to SharePoint. Once approval is granted, team members will be notified through MS Teams.
An example of when this automation could be used is at the start of a project, where various documents need to be generated, reviewed, and distributed. By creating the necessary documents and uploading them to SharePoint, Power Automate can automatically notify the relevant team members through Microsoft Teams that the document requires approval. Once the approval process is completed, you will receive a notification and the document can be sent out.
Stay on Top of Your Social Media Mentions
Power Automate can assist you in monitoring your brand’s presence on social media by automating the process of tracking mentions of your business or product on Twitter. This can be a manual and time-consuming task. Power Automate can send push notifications when a tweet with a specific keyword, such as your brand name, is retweeted more than 20 times. This allows you to keep track of your brand’s impact on social media.
Receive an Email for a Power BI Trigger
Power Automate can help by automatically sending email notifications to specific recipients when a Power BI data-driven alert is triggered. Examples of this include sending an alert to the support team when the event volume exceeds 100, notifying sales managers when ten or more leads haven’t been updated in over 2 weeks, or informing sales reps if they have not reached their target and the deadline is less than 5 days away. This automation can help ensure that important information is quickly and efficiently conveyed to the appropriate parties.
Power Automate allows you to set up a variety of automations that are triggered when a Dynamics 365 or Power Apps record is created or updated. For instance, when a new record is created, you can use Power Automate to automatically send a form to the new customer to gather information, which can then be added to Dataverse for use in other automations, such as creating a contract using a Word template.
If you find it challenging to stay on top of remembering to complete certain tasks, Power Automate can help by automating regular actions such as scheduling a task to occur at a specific time every day or sending a recurring email from a template on a specified date each month.
Power Automate also offers flexibility in automating the creation of records, sending emails or Microsoft Teams notifications, and sending approval requests. Additionally, Power Automate can be used to create new records from third-party integrations.
You can also use Power Automate to capture data using Microsoft Forms or Dynamics 365 Customer Voice, and then carry out automated actions based on that information. For example, if someone fills out a customer feedback form and the feedback is negative, Power Automate can automatically send an email alert to the customer’s account manager, so the situation can be resolved.
Another example of Power Automate’s capabilities is the ability to take data from an on-premises SQL server (using the on-premise data gateway) and push it into Dynamics 365 or Power Apps (Dataverse).
Microsoft Power Automate is a powerful tool that can automate repetitive tasks and streamline your workflow. Discover the potential of Power Automate in action and discover new ways to improve your business processes with Valto the Microsoft experts. Whether you’re looking to automate data entry, send automated emails, or integrate with other tools, Power Automate has you covered. Try it out for yourself and see the difference it can make in your daily operations, contact us today to get started.
To get started with Valto and take your business to the next level, get in touch with our team today
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