Power Automate
With Power Automate, you can create a secure connection to in-house data and cloud-based services so that you can get the most out of the data you already have.
What is Power Automate?
Power Automate, part of Microsoft’s Power Platform, is a no-code workflow automation tool that connects your apps and services to simplify processes and save time. It empowers businesses to automate repetitive tasks and keep their operations running efficiently.
Here’s what it typically does:
- Automates routine tasks: Reduces manual work by handling repetitive processes automatically.
- Connects Microsoft and third-party apps: Ensures seamless integration across tools like Outlook, SharePoint, Teams, and more.
- Streamlines workflows: Keeps processes moving smoothly without the need for constant supervision.
- Enables smarter work: Lets you focus on high-impact tasks by handling the small, time-consuming ones.
How can Power Automate help you?
Save time on repetitive tasks
Thanks to a standardized and automated onboarding process, training is successful every time.
Improve team collaboration
Thanks to a standardized and automated onboarding process, training is successful every time.
Enhance customer experiences
Thanks to a standardized and automated onboarding process, training is successful every time.
Boost productivity
Thanks to a standardized and automated onboarding process, training is successful every time.
Ensure consistency and accuracy
Thanks to a standardized and automated onboarding process, training is successful every time.
Adapt to your business needs
Thanks to a standardized and automated onboarding process, training is successful every time.
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Power Automate use-cases to save time
Automate repetitive tasks, streamline operations, and enhance efficiency with these common scenarios.
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.
Detect incoming emails with attachments.
Automatically save email attachments to SharePoint.
Notify and collect invoice approvals in Teams.
Update records to reflect document progress.
Streamline task assignments
Automate task creation and follow-ups in project management tools.
- Add new tasks to Microsoft Planner based on email requests.
- Notify team members when tasks are overdue.
- Track task completion in a shared dashboard.
Detect emails with specific keywords or tags
Add new tasks to Planner based on email requests.
Send alerts to team members for overdue tasks.
Monitor task completion in a shared dashboard.
Synchronize Microsoft tools
Integrate Microsoft apps for seamless workflows.
- Update Excel sheets when data changes in Dynamics 365.
- Trigger Power BI reports when new data is uploaded.
- Create Teams notifications for Outlook events.
A new record is created or updated in Dynamics 365
Automatically add or modify rows in Excel based on the updated record.
Refresh Power BI reports with the updated data.
Send a notification to the relevant Teams channel with details of the update.
Monitor system changes
Set alerts and workflows for system updates or events.
- Notify IT of critical updates in server logs.
- Track changes in shared files.
- Generate reports based on system activity.
Detect changes in shared files or updates to server logs.
Send an alert to the IT team with details of the change or update.
Log detected changes in a centralized Excel file for tracking.
Update reports to reflect the latest system activity.
FAQ about Power Automate
Power Automate can handle a wide range of tasks, including sending notifications, updating records, syncing data, and more—perfect for streamlining everyday operations.
No! While it integrates seamlessly with Microsoft apps, Power Automate also connects with hundreds of third-party tools like Salesforce, Google Workspace, and Slack.
Power Automate is suitable for businesses of all sizes looking to save time, reduce errors, and improve efficiency in their daily operations.
By automating tasks like sending reminders, follow-ups, or status updates, Power Automate helps ensure your customers receive timely and accurate communication.
Yes! Whether you need simple task automations or complex workflows, Power Automate scales to meet your business’s growing demands.
