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17 posts: “Power Automate”

SharePoint document approval workflow: five real-world
Five approval workflows compared, from quality coordination, reviewer and line manager to department reviewer and approver
Documents

SharePoint document approval workflow: five real-world examples

Five examples of approval workflows for controlled documents in SharePoint. Which questions shape the workflow and why a standard workflow rarely fits.

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Signing documents in SharePoint: single and batch
Diagram: on the left a sequence with three signers in order, on the right a batch of twelve documents signed with one confirmation
Documents

Signing documents in SharePoint: single and batch signature

Qualified signatures from the SharePoint library: one document, several signers in sequence or many documents as a batch. Including the limits.

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Automate Incoming Invoices with Power Automate
Automation

Automate Incoming Invoices with Power Automate

Learn how Power Automate and AI Builder capture, validate, and archive incoming invoices with guided flows, AI‑powered field extraction, and SharePoint storage.

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Notify your team about new leads for CRM automation
Notify your team about new leads for CRM automation
Automation

Notify your team about new leads for CRM automation

Notify your team about new leads using Adaptive Cards, deep links and list conversations in Microsoft Teams—automated with Power Automate for faster follow-ups.

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Automating Azure Tables for CRM with Azure Functions
Automating Azure Tables for CRM with Azure Functions
Automation

Automating Azure Tables for CRM with Azure Functions

Azure Functions pulls leads from Azure Tables and maps them into Microsoft Lists. Scheduled runs keep your CRM up to date and trigger welcome emails.

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CRM Automation with Microsoft 365 and Power Automate
Automation

CRM Automation with Microsoft 365 and Power Automate

Part one of our series shows how we built a lean CRM workflow with Microsoft 365 and Power Automate to capture leads from many sources and alert the team.

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Using Microsoft Planner Efficiently with Templates
Projects

Using Microsoft Planner Efficiently with Templates

A practical way to create recurring tasks in Microsoft Planner with templates and Power Automate — ideal for onboarding, accounting, and scheduled reviews.

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Specify the Position of a Digital Signature in PDFs
Documents

Specify the Position of a Digital Signature in PDFs

Learn how to precisely place a digital signature in SharePoint PDFs: capture canvas click coordinates, compute positions, and integrate with A‑Trust.

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Digital Signatures for SharePoint Documents, Simplified
Documents

Digital Signatures for SharePoint Documents, Simplified

See how our SharePoint workflow collects digital signatures: assign signers, set positions, notify by email, and download the signed PDF.

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Automating Recurring Tasks in Microsoft Planner
Automation

Automating Recurring Tasks in Microsoft Planner Efficiently

Automate recurring Microsoft Planner tasks with SharePoint and Power Automate—create, assign, and keep everything documented without extra overhead.

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Automating Recurring Tasks in SharePoint Workflows
Automation

Automating Recurring Tasks in SharePoint Workflows

See how SharePoint Timer Jobs, role-based lists and supervision workflows automate recurring compliance tasks end to end and keep every audit trail intact.

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What You Can Achieve and Streamline with Microsoft
What You Can Achieve and Streamline with Microsoft Lists
Automation

What You Can Achieve and Streamline with Microsoft Lists

Discover how Microsoft Lists keeps your sales pipeline organized, color-codes priorities with rules and formatting, and nudges you before follow-up is due.

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