Through Power Automate, businesses can automate workflows for a quicker turnaround of tasks that can be easily performed by bots. The workflows begin with a ‘trigger’ which is a predefined event that initiates a response. Once the workflow is triggered, tasks defined in the workflow are automatically performed with the help of robotic process automation technology.
Below are six processes that businesses should automate to achieve operational efficiency.
Save e-mail attachments automatically
Trying to find email attachments sent to clients during meetings is a bottleneck that you must also have faced in your work life. Professionals, especially account managers, must spend time shuffling through emails to access the data that they need, the time that can be better spent analyzing and strategizing around the same data. Alternatively, when automation is used this bottleneck can be eliminated altogether. Attachments can automatically be extracted and saved to a relevant SharePoint folder whenever an email is sent to a client. This way relevant employees will be able to easily track and access attachments through the document library created.
Automate holiday requests and their approvals
Everyone needs a vacation at some point in a year and automating holiday requests and approvals can only make this process easier and less time-consuming Through, Power Automate teams can digitally submit leave requests to trigger the respective workflow in a systematic fashion. The managers can be immediately notified through the system and timely responses to the notification can be submitted without unnecessary delays. This way, managers can track leave requests properly and there will be no requests lost in the communication process.
Grant access to crucial documents and notify via Teams
Approvals for critical documents are a very time-consuming process due to the delayed communication and excessive following up required. Power Automate can be used to automate this process by sending a request to the management whenever a document is uploaded. Once the document is reviewed, relevant team members are notified.
Giving access to crucial documents will allow teams to work efficiently and it will also decrease the dependency of the managers and leads. Timely notifications will inform team members about the status of documents and decrease the time spent waiting for manual approvals.
