10 processes you can automate using Microsoft Flow

November 12, 2018

If you’re thinking about using technology to reduce manual processes, you have many options to do so. For those with Microsoft 365 licenses, you should be asking “how can I save time, money, and headache with a tool like Microsoft Flow”.

If you haven’t heard of Flow, a link to Microsoft’s page can be found here (https://flow.microsoft.com/en-us/). It’s quite simple: Flow is a tool that automates manual processes without the use of custom coding. Tasks like approvals, data entry, and even the collection and distribution of information can be automated and managed using Flow.

By leveraging the capabilities that Microsoft provides, you can dramatically reduce the amount of manual work that people are doing from top to bottom in your organization.

To help you with aligning your business objectives with a Flow solution, we’ve compiled a list of initiatives we’ve assisted with.

  1. Finance: Automating an Authorization for Expenditure (AFE) approval process

    Use SharePoint, Forms and Flow to automate the often-tedious process of approving AFEs. Also avoid the process stalling by empowering Flow to send automated reminders to keep things on track.

  2. Sales – Onboarding new clients

    Use SharePoint, Forms and Flow to avoid missing key information when setting up clients. Simplify the process to set customers up quickly and easily through information capture forms and automatically notify other groups like accounting.

  3. HR – Onboard new employees

    Use SharePoint, Forms and Flow to capture critical information and automate IT access and hardware requisitions.

  4. Marketing: Monitor your prospects on social media

    Using SharePoint, Flow, Outlook and social (Facebook, LinkedIn, or Twitter) you can scan your clients or prospects social profiles and have relevant content extracted and emailed to your team.

  5. Time Saving: Save email attachments to OneDrive or SharePoint

    Use SharePoint, OneDrive, Outlook and Flow to ensure email attachments are stored appropriately at the click of a button.

  6. Time Saving: Sync multiple calendars into one

    Consolidate Outlook, Google and iCal calendars into a single view using Flow without any manual effort.

  7. Operations: Trigger Flow when Power BI thresholds are met

    Using Power BI, Flow, and Outlook you can monitor company metrics and have automated action taken should thresholds be hit. If you’re measuring anything from production volumes to safety limits to closed customer contracts, you can set Power BI alerts to trigger actions to ensure the right people are notified automatically.

  8. Mobile Users: Get a push notification to your phone if you receive an email from your boss.

    Using Flow and Outlook you can have your mobile device alert you when someone important emails you.

  9. Managers: Approve travel requests

    Using SharePoint, Flow, and Outlook you can easily configure a SharePoint list to manage the approvals process, notifying managers of travel requests via email, and automatically distribute and store responses.

  10. Sales/Accounting: Thank you email for signed contracts

    Extend Flow by using tools like DocuSign or AdobeSign to collect approvals and signatures on documents. Once approved, you can automatically send your client a thank you or welcome email to personalize the automated experience.

There are literally hundreds of use cases for the automation technology you may already have available to you. We’d love to discuss how you can take advantage of technology to save you time, money and frustration.