Workflows
Inbound Request Triage
Operations
A shared mailbox workflow that classifies inbound requests, acknowledges the sender, and routes an internal summary to the owning team using an agent-selected address.
- Solutions
- 3
- Agents
- 0
- Workflows
- 5
- Built by Microsoft
- 2
Shared with the community
Solutions
3 published solutions
Workflows
Built by MicrosoftInvoice Processing
Finance
Two invoice-processing workflows: log extracted email attachments to a self-provisioning Excel ledger, or use a Dataverse ledger with extraction status and duplicate tracking. Choose based on your use case and licensing.
Workflows
Built by MicrosoftSales Lead Qualifier
Sales & marketing
Two shared-inbox workflows that qualify sales enquiries with BANT: log leads to tiered Excel tables, or create structured Dataverse records with linked hot-lead alerts. Choose based on your use case and licensing.