7 processes you should automate using Microsoft Power Automate.

If you are unfamiliar with Microsoft Power Automate, it enables businesses to automate routine processes and tasks. These automated workflows are referred to as ‘flows’ and they begin with a ‘trigger’, a pre-defined event which then triggers a response. 

Businesses often ask how they can make Power Automate work for them, so keep reading for examples of tasks that be automated within your organisation. Before we go into that, we wanted to answer a couple of common questions… 

Power Automate flow showing how to automate record approval process

Do I have to create flows from scratch?

No, there are hundreds of Power Automate templates which can be used and fit an array of processes. However, if you can’t find a suitable existing template, you can create your own flow from scratch. 

What platforms does Power Automate connect with?

Connect to more than 275+ data sources such as:

  • Outlook 
  • OneDrive
  • Dynamics 365
  • SharePoint
  • Twitter
  • Adobe Sign
  • DocuSign
  • Google Drive
  • Salesforce
  • Trello

…And many more which can be found in the ‘Connector Library’. 

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    7 examples of where your business can automate processes…

    Example 1: Working with e-mail attachments

    Who might this benefit: Account Managers 

    How can Power Automate helpWhen attachments get sent, Power Automate can save them into the relevant SharePoint folder for the client. This saves time searching through emails to find what you need, as it will be stored within the correct document library.  

    Example 2: Holiday Requests

    Who might this benefit: Employees and Managers 

    How can Power Automate help? In order to effectively manage time off throughout the year, it would be beneficial to have an automated approval process. Power Automate allows an automated request to be sent to a manager when an employee requests leave and then a notification of their response. 

    Example 3: Document approvals

    Who might this benefit: Project Managers 

    How can Power Automate help? Critical project documents require approval before publishing, which can often be a time-consuming process and can involve following up with several stakeholdersThis process can be automated within Power Automate, whereby participants are notified of a shared document and the sender receives a notification when approvals are completed. 

    Example 4: SharePoint Notifications

    Who might this benefit: Team Coordinators 

    How can Power Automate help? Whenever new entries are made to SharePoint, it would be useful to notify the team, so everyone is up to date with the new information. Set up a flow within Power Automate, to send notifications and emails, to staff on these occasions. 

    Example 5: 3rd Party Integrations

    Who might this benefit: Social Media Managers 

    How can Power Automate help? Your role may involve routinely collecting tweets with your company name or product mentions, then saving them in SharePoint list or CRM, so reports can be generated. This is a time-consuming activity, which can be fully automated with Power Automate. 

    Example 6: New Lead Capture

    Who might this benefit: Sales Representatives 

    How can Power Automate help? When a new lead is received into Microsoft Dynamics 365an automated text message can be sent to a sales representative with details about the new lead. At the same time, an administrative assistant could be sent an email, to setup a meeting with the new lead and the sales rep.  

    Example 7: Automate approvals in Microsoft Teams

    Who might this benefit: Everyone

    How can Power Automate help? Whether you need written acknowledgement from your manager, authorisation from stakeholders, or an official signature from a customer, getting things approved is part of almost every workflow. However, they can be hard to track and manage when so many systems and people are involved.

    Approvals in Microsoft Teams lets you easily create, manage, and share approvals directly from your hub for teamwork. You can quickly start an approval flow from the same place you send a chat, in a channel conversation, or from the Approvals app itself.

    Get in touch…

    If you have any questions about Power Automate and how your business can get started, please get in touch. You can fill out the contact form below and a member of our team will be in touch shortly, or if you’d prefer, call us on 01908 038110.