Document Generation Can Boost Power Platform Capabilities

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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, 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, Xpertdoc integrates with Microsoft Power Platform to boost document functionality even more by automating 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,  Xpertdoc 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.

About Xpertdoc

Xpertdoc, an Experlogix brand, enables organizations to digitally transform their document-centric processes, by automating documents that drive customer engagement and business growth. If you’d like to learn more about our Document Generation solutions for Microsoft D365 and Power Platform.