Manage documents automatically
Set up workflows for document handling and approvals.
- Save email attachments directly to SharePoint.
- Automate invoice approvals through Teams notifications.
- Convert files to PDFs and store them in OneDrive.
-
Outlook
Detect incoming emails with attachments.
Trigger -
Microsoft SharePoint
Automatically save email attachments to SharePoint.
Action -
Microsoft Teams
Notify and collect invoice approvals in Teams.
Action -
Excel
Update records to reflect document progress.
Action






