How Xpertdoc Smart Flows Boosts Power Automate Capabilities

Sometimes you need IT expertise. But sometimes you can’t slow down your entire business because your developers are busy and not available on short notice.

Fortunately, in this age of digital transformation and technological evolution, certain tasks that once required a developer are now built-in software applications, empowering non-technical users with new levels of daily business functionality and efficiency.

Take automated workflows. There was a time not long ago where you needed a developer to set up templates and program workflows, also called flows. With automated document generation capabilities provided by products such as Xpertdoc Smart Flows, business users can easily create, generate, manage, store, deliver, and e-sign critical documents like quotes, proposals, contracts, invoices, etc. – without code.

And as of recently, Smart Flows integrates with Microsoft Power Automate to boost document functionality even more.

Here are three core Power Automate capabilities enhanced by Smart Flows:

1. It automates different flow types:

  • Automated flows – Microsoft Power Automate lets you create a flow that performs one or more tasks automatically after it is triggered by an event. When you require a flow for generating documents based on pre-defined triggers, only Xpertdoc Smart Flows provides the capabilities to do that from the Microsoft platform. You can also automatically start a Power Automate workflow within the Smart Flows environment.
  • Button flows – Power Automate runs repetitive tasks from any place, at any time, via your mobile device. The Xpertdoc solution lets you do the same for document generation tasks.
  • Scheduled flows – Power Automate enables you to build a flow that performs one or more tasks on a schedule, while Smart Flows automatically creates daily reports based on these schedules.
  • Business process flows – The Microsoft platform defines a set of steps for business users to follow to take them to a desired outcome. For instance, Power Automate comes with multiple approval processes that can be leveraged for approving documents generated with Smart Flows. In other words, the Xpertdoc solution can seamlessly integrate Smart Flows-generated documents into an existing approval workflow available in the Microsoft environment. It also lets you build your own approval flow – or any other flow – based on your unique needs.

Smart Flows - Power Automate Flows

The seamless integration allows to start a flow from Smart Flows to Power Automate, and vice-versa.

 

2. It integrates with SharePoint. Power Automate is integrated into Microsoft SharePoint lists and libraries, which allows you to automate business processes by building flows based on certain triggers. For example, if you want your manager to review a document, you can set up a flow so that when you upload your file to the document library, your manager will automatically receive an email asking them to review it. Providing a seamless integration with SharePoint, Xpertdoc Smart Flows not only leverages Power Automate workflows built-in the document lists and libraries, but also enables you to create your own document management, storage and approval flows in Microsoft’s storage platform (refer back to point 1 – Business process flows). Furthermore, as business users are adopting Azure Blob Storage, Power Automate provides workflows where SharePoint interacts with the Azure application – all workflows are supported by Smart Flows.

3. It works with other applications. Because Microsoft Power Automate uses a graphical user interface (GUI) that allows you to build your flow almost as you would in a program like Visio, it easily integrates with other applications, in addition to SharePoint. Power Automate workflows can interact with OneDrive, Dropbox, Twitter, Mailchimp, and more. Xpertdoc Smart Flows’ integration with the Microsoft platform gives you the capability to send documents generated with Smart Flows to applications supported by both systems. Any connectors built-in Microsoft Power Automate that process documents can easily be integrated with the Xpertdoc solution.

To learn more about Xpertdoc Smart Flows and how it integrates with Microsoft Dynamics 365, visit our Integrations section, request a free 30-day trial and follow us on Twitter: @xpertdoc@yannicmethot

Smart Flows Boosts Power Automate

COVID-19 update

The spread of COVID-19 continues to evolve and in this context, we wish to inform you that Xpertdoc is closely monitoring the situation and would like to inform you of the measures taken by our team to support its employees, customers and partners.

We do not foresee any impact on the delivery of our services and want to assure our customers that we are executing our continuity plans in order to ensure that our customers continue to receive our services without jeopardizing the safety and security of our personnel.

In accordance with the recommendations of government authorities, here are some of the measures being taken by Xpertdoc:

Remote work for all employees
Arrangements have already been made and we have requested that all our employees work from home. Our continuity plan includes a full deployment of remote work arrangements to ensure uninterrupted service to our clients and partners.

Hosting and cloud services
We have been assured by our suppliers that there are no known impacts to these services, and we are confident that we are able to effectively manage the delivery of our cloud services to all our customers.

Travel
We have cancelled all business travel until further notice for all our employees. If employees have or will travel for personnel reasons, they will be asked to respect the quarantine delay before participating in any business activities.

Events and gatherings
All our events have been postponed or cancelled. Our employees are no longer allowed to participate in any events, seminars or gatherings.

We are committed to providing the best possible service to our customers and partners, to ensure that you can continue digital communications with your own audience. In these critical moments if we can help please do not hesitate to contact us.

Regards,

The Xpertdoc Team

Mise à jour sur la COVID-19

La propagation de la COVID-19 continue d’évoluer et, dans ce contexte, nous souhaitons vous informer que Xpertdoc suit de près la situation et que notre équipe a pris des mesures pour soutenir ses employé(e)s, clients et partenaires.

Nous ne prévoyons aucun impact sur la prestation de nos services et voulons assurer nos clients que nous mettons en œuvre notre plan de continuité des affaires, afin de garantir que vous continuiez à recevoir nos services, sans compromettre la santé et la sécurité de notre personnel.

Conformément aux recommandations des autorités gouvernementales du Québec, voici quelques-unes des mesures prises par Xpertdoc :

Travail à distance pour tou(te)s les employé(e)s
Nous avons demandé à tou(te)s nos employé(e)s de travailler à domicile. Notre plan de continuité des affaires comprend des arrangements de travail à distance pour assurer un service ininterrompu à nos clients et partenaires.

Hébergement et services infonuagiques
Nos fournisseurs nous ont assuré qu’il n’y avait pas d’impacts connus sur les services d’hébergement et infonuagiques. Ainsi, nous sommes convaincus d’être en mesure de gérer efficacement la livraison de nos services infonuagiques à tous nos clients.

Voyages
Nous avons annulé tous nos voyages professionnels jusqu’à nouvel ordre, pour tou(te)s les employé(e)s. Si des employé(e)s ont voyagé ou doivent voyager pour des raisons personnelles, il(elle)s seront placé(e)s en quarantaine pour une durée de 14 jours, avant leur retour au travail.

Événements et rassemblements
Tous nos événements ont été reportés ou annulés. Nos employé(e)s ne sont plus autorisé(e)s à participer à des événements, séminaires ou rassemblements.

Nous nous engageons à fournir le meilleur service possible à nos clients et partenaires, afin de garantir que vous puissiez continuer vos opérations sans interruption. Dans ces moments critiques, nous sommes là pour vous aider. N’hésitez pas à communiquer avec nous si nécessaire.

Merci,

L’équipe Xpertdoc