PROCESS AUTOMATION: PROBLEMS SOLVED AND HOW TO IMPLEMENT
Posted: Sat Feb 01, 2025 9:36 am
WHY AUTOMATE WORKFLOWS? Many companies suffer from manual workflows that slow down operations and reduce productivity. Automating them makes it possible to increase efficiency and ensures compliance with more modern management models.
Several processes can be optimized by adopting automation methods. Such methods include, for example, the use of software developed for this purpose .
The most widely used ones in the market are those from Microsoft , such as those available in the 365 packages .
Among the best-known 365 programs, Power Automate stands out , which seeks to automate repetitive processes, providing an easy and practical way to send emails, edit documents, search for social media data and much more.
Power Automate creates chains of conditional statements viber data that trigger actions (also called triggers) when a condition is met. There are 3 types of actions :
• Instantaneous: executed when a button is pressed;
• Scheduled: programmed to occur at specific time intervals;
• Automated: programmed to occur after a predetermined event occurs.
The way it works is reminiscent of programming, but it does not require knowledge of programming languages, just the basic concepts of conditional logic.
Power Automate connects to other applications so that all processes can be automated. It can integrate with a wide range of apps, such as Office 365, FTP, GitHub, Gmail, Google Drive, RSS, Instagram, etc. In total, there are more than 200 connectors available. Click here to see the full list.
WHICH PROCESSES CAN BENEFIT FROM POWER AUTOMATE?
All sectors of a company are interconnected. This way, it is possible to automate them independently , but making everything connect and improve the entire company funnel. Below we have listed some tasks corresponding to each sector that can benefit from this software and make your company more productive and efficient.
MARKETING
One of the tasks that can be optimized in this sector is the nurturing of leads that are not yet ready. These are customers who are not yet ready to buy , but who have already shown interest and have a greater potential to close a deal. In this case, maintaining contact and continuing the relationship is important to increase the chances of a sale. Therefore, using a tool like Power Automate ensures a good flow of communication in an easier way, not abandoning the opportunity. It is possible to automate the sending of emails and messages, for example.
COMMERCIAL
Within the commercial process, it is possible to automate some steps. For example:
· Sending an email with the routine that sales employees must follow on the day, containing the calls to be made, contracts to be generated, etc.;
· Generate budgets and contracts so that everything is ready at the end of the negotiation.
FINANCIAL
In the case of a sale, it is possible to generate, for example, a list through SharePoint containing automation (done in Power Automate) enabling the sending of information to the finance department so that invoices can be recorded much more easily , dispensing with that entire manual and time-consuming process .
Several processes can be optimized by adopting automation methods. Such methods include, for example, the use of software developed for this purpose .
The most widely used ones in the market are those from Microsoft , such as those available in the 365 packages .
Among the best-known 365 programs, Power Automate stands out , which seeks to automate repetitive processes, providing an easy and practical way to send emails, edit documents, search for social media data and much more.
Power Automate creates chains of conditional statements viber data that trigger actions (also called triggers) when a condition is met. There are 3 types of actions :
• Instantaneous: executed when a button is pressed;
• Scheduled: programmed to occur at specific time intervals;
• Automated: programmed to occur after a predetermined event occurs.
The way it works is reminiscent of programming, but it does not require knowledge of programming languages, just the basic concepts of conditional logic.
Power Automate connects to other applications so that all processes can be automated. It can integrate with a wide range of apps, such as Office 365, FTP, GitHub, Gmail, Google Drive, RSS, Instagram, etc. In total, there are more than 200 connectors available. Click here to see the full list.
WHICH PROCESSES CAN BENEFIT FROM POWER AUTOMATE?
All sectors of a company are interconnected. This way, it is possible to automate them independently , but making everything connect and improve the entire company funnel. Below we have listed some tasks corresponding to each sector that can benefit from this software and make your company more productive and efficient.
MARKETING
One of the tasks that can be optimized in this sector is the nurturing of leads that are not yet ready. These are customers who are not yet ready to buy , but who have already shown interest and have a greater potential to close a deal. In this case, maintaining contact and continuing the relationship is important to increase the chances of a sale. Therefore, using a tool like Power Automate ensures a good flow of communication in an easier way, not abandoning the opportunity. It is possible to automate the sending of emails and messages, for example.
COMMERCIAL
Within the commercial process, it is possible to automate some steps. For example:
· Sending an email with the routine that sales employees must follow on the day, containing the calls to be made, contracts to be generated, etc.;
· Generate budgets and contracts so that everything is ready at the end of the negotiation.
FINANCIAL
In the case of a sale, it is possible to generate, for example, a list through SharePoint containing automation (done in Power Automate) enabling the sending of information to the finance department so that invoices can be recorded much more easily , dispensing with that entire manual and time-consuming process .