Automatically processed attachments
Every email containing an invoice or order is archived and recorded in your ERP or Excel.
Business automation · Microsoft 365 environment
Power Automate cloud and desktop RPA orchestrate your complete processes —capture, validation, approval, recording, and notification— within your own tenant, with a record of every execution.
Several of these areas also appear in the nine most commonly automated processes ranked by volume, cost of errors, and risk, which help you decide where to start.
Every email containing an invoice or order is archived and recorded in your ERP or Excel.
Every request includes a record of who approved it and when.
Recurring reports compile automatically, ready for the committee.
Desktop RPA records information in your ERP with a log of every run.
When RPA is appropriate and when it isn't →
Detects the email in Outlook and retrieves the attachment.
Reads the data and archives it in SharePoint.
The responsible person decides in Teams; the decision is recorded.
Writes the entry in Excel, a list, or your accounting system.
Confirms with the external party and notifies the responsible department.
Two parts of this workflow have their own pages: when the destination system has no API, a desktop robot handles that step — see when to use RPA and when to use a connector—; when the process starts with a Teams conversation instead of email, the same tenant supports an agent built with Copilot Studio.
Standard connectors use your existing Microsoft 365 licensing; premium connectors, RPA and consumption by a Copilot Studio agent are reviewed with your IT department during assessment. When licensing makes a self-hosted engine preferable, see the full analysis in our criterion-by-criterion comparison of Power Automate and n8n.
Yes. This includes assessment, exception handling, alerts, documentation, and an orderly handoff to IT. To prioritize which workflow to address first, the ROI calculator estimates the annual cost of processes still performed manually.
Processes reside in your organization's tenant, with permissions managed by IT. Our data policy is published under security and governance.
The executive assessment reviews a real process and defines what can run automatically right away.