Productivity is the great goal of business. If you’re a Microsoft 365 user, you have access to a tool that can easily increase your process efficiency. Here’s what you need to know about Microsoft’s Power Automate.

Power Automate is a cloud-based product available to Windows 10 users. The tool, formerly known as Microsoft Flows, brings intelligent automation to business processes. Harness the benefits of artificial intelligence developing workflows and creating data dashboards.

Power Automate hands over mundane tasks and manual processes to robotic process automation (RPA). With RPA you can:

  • understand bottlenecks;
  • map and analyze processes;
  • identify time savings opportunities;
  • capture institutional knowledge;
  • track important metrics;
  • make data-driven decisions;
  • empower users to share processes and collaborate;
  • break down internal business silos moving data between departmental systems on a schedule.

Power Automate is available online, as a desktop client, or as a mobile application, and for both iOS and Android devices. Best of all, it’s included in your Microsoft cost.

How Does Power Automate Work?

In Power Automate you build time-saving workflows using a low-code or no-code experience. The software offers templates or step-by-step guidance to help create automated workflows.

The secure and scalable technology connects with other Microsoft products, of course. It can also link new and legacy systems and allows users to integrate or create their own connectors.

You might set up a notification in Teams when a new Microsoft Forms response comes in, or when a Microsoft Planner task updates, or configure workflows to move documents between different SharePoint folders, or hand over Excel calculations to the AI.

Don’t trust RPA to do the work on its own? You can set up attended or unattended workflows. Attended workflows need humans to start the task or provide Yes or No feedback at workflow sequence stages.

You might use unattended for boring, time-consuming tasks. Think of the time saved in accounting with Power Automate:

  • printing an invoice hard copy;
  • creating a new Outlook task to follow up on that invoice in 30 days;
  • forwarding the submitted invoice to the next person in the operations chain.

Is Power Automate for Us?

RPA can help any business save time and reduce operating costs. Plus, Power Automate doesn’t work solely in the Microsoft environment. You might connect a Customer Relationship Management tool. Then, you could automate appointment scheduling and trigger file sending from One Drive.

The uses of RPA abound across industries. You might use Power Automate to:

  • process forms;
  • extract information;
  • perform sentiment analysis;
  • read business cards;
  • classify files;
  • track mailboxes;
  • orchestrate your pipeline;
  • automate auditing;
  • manage inventory levels.

Create workflows using templates or design your own with what Microsoft touts as “point-and-click simplicity.” Don’t find it that simple? We can do it for you.

Streamline repetitive tasks and operational processes with Power Automate. Turn your attention instead to areas that grow business and boost innovation. Need assistance setting up the workflows in Power Automate? Our IT experts can help. Contact us today at 570-243-9205

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