Power Automate is a cloud-based workflow automation tool that helps individuals and organizations automate their business processes. With its easy-to-use interface and pre-built connectors, Power Automate allows users to create custom workflows that automate repetitive tasks, streamline business processes, and integrate with other applications.

One of the many use cases for Power Automate is creating template documents. This can be particularly useful for businesses that frequently create standardized documents such as contracts, proposals, or invoices. With Power Automate, users can automate the creation of these documents by using pre-built templates, merging data from other sources, and even automating the approval and sending process.

Other benefits that Content Formula utilise is the ability to automate the document lifecycle beyond the creation of the content using the template. This includes anything from a simple one step approval process to a multi complex stream of workflows triggered using different metadata but to the end user seems like a simple click of a button.

The project steps we take to set up these processes to ensure they are entirely relevant and valuable is first to run a discovery process. During this meeting we delve deep into your current business processes and also your desired process, then with our specialist knowledge we try to simplify the process even further before implementing the PowerAutomate flow.

While implementing the PowerAutomate flows, we also utilise the power of Active Directory groups. Either of the flows, for example a document review or approval process, the automated audience used can be linked to an Active Directory group. This allows for a dynamic approach to the document lifecycle, making sure the efficiency of document updates is kept at an all time high.

The process demonstrated in our video demonstrates a document review and approval process. These processes have been configured to take different actions and different styles and methods of communication to meet those requirements analysed during the discovery process.

In summary, our specialist knowledge in PowerAutomate, workflows and policy management solutions (enhanced with Xoralia) we can create efficient automated processes to meet multiple criteria.