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Microsoft 365 Power Automate

M365
Power Platform
User Experience

Reduce overhead and follow up by automating tasks from your internal applications.

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Game Changing Automation

Power Automate is a powerful automation tool offered by Microsoft that allows organizations to streamline and automate repetitive tasks, freeing up employees to focus on more important work. One of the most significant benefits of Power Automate is that it can eliminate manual tasks, saving companies hundreds of hours a week.

One scenario where a company benefited from using Power Automate is a financial services firm. The company had a website where clients could submit important documents, such as tax forms and account statements. However, the process of following up with clients to ensure that all required documents were received was a time-consuming and manual task.

The company’s employees were spending hours each week manually checking the website for new submissions and sending follow-up emails to clients who had not yet submitted all the required documents. This was a tedious and time-consuming task that took valuable time away from more important work.

To address this issue, I decided to implement a Power Automate workflow. They used a SQL trigger to monitor the website for new submissions and automatically send follow-up emails to clients who had not yet submitted all the required documents. This eliminated the need for manual checks and follow-up emails, freeing up employees to focus on more important tasks.

The workflow was able to automatically send follow-up emails to clients within minutes of their initial submission, ensuring that all required documents were received in a timely manner. This greatly improved the company’s workflow and reduced the time spent on manual tasks by hundreds of hours each week.

Additionally, Power Automate also provided the company with insights into the entire process through the use of reports and analytics, allowing them to track and analyze the progress of their automated workflow.

Overall, Power Automate was able to greatly improve the company’s workflow and free up valuable employee time by automating the manual task of following up with clients. By implementing a SQL trigger and email workflow, the company was able to save hundreds of hours each week and improve their overall efficiency. Power Automate has proven to be a powerful tool that can help organizations streamline their operations and improve their overall productivity.