Tag collection

#automation

4 solutions tagged “automation”.

Workflows

Built by Microsoft

Invoice 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.

IGJLPBIsha Gautam, Jasmita Lamba, and Pulkit Bhagat

• 2

Workflows

Built by Microsoft

Sales 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.

IGJLPBIsha Gautam, Jasmita Lamba, and Pulkit Bhagat

• 2

Agents + workflows

Incident Response Coordinator

IT & security

Collects service signals, assembles a response channel, and keeps stakeholders updated through resolution.

ESElliot StoneDemo

• 1
• 1

Workflows

Invoice Exception Handler

Finance

Validates invoice data, resolves routine mismatches, and routes material exceptions for finance review.

NWNoah WilliamsDemo

• 1