This could involve sending welcome emails, collecting additional information, and assigning tasks to different team members. Customer Onboarding: When a new customer signs up for a service or makes a purchase, a business may have a process in place to onboard the customer.

Power Automate Use Cases to Streamline Business Operations

Start from scratch with one of the workflows listed above.

Scheduled, which runs at certain times.ĭesktop flows are used to automate tasks on the web or your desktop with Power Automate Desktop.īusiness Process flows are based on a defined set of actions to help people complete tasks faster and with fewer errors.

As an example, easily send a reminder email to your team before a meeting.

Instant flows allow users to manually trigger a flow from the mobile or desktop app with the click of a button.

Automated, a flow triggered by an event, for example, send an email if an item in a SharePoint list is changed.

There are five main types of Power Automate flows, categorized as cloud, desktop, or business process flows. This can include creating a task when an email marked as high-importance is received. An action is what happens once the flow is triggered.

A trigger starts the flow, for example, receiving an email from a key project stakeholder.

Power Automate workflow, or flows, are based on triggers and actions.

Onenote project management