Microsoft Power Automate Primary Use Case

Principal Consultant at The Bluestone Corp

It's a pretty big learning curve with Microsoft Power Automate and I'm trying to do a couple of other things. But I really have made some progress. I've actually started creating some bots. I've run into some snags. I haven't found my way out of the snags as yet. That's kind of why I'm not quite ready to publish because I'm not an expert yet, but I am actively working on it.

Microsoft Power Automate is on-premises because I'm using the Power Automate Desktop. So it's a desktop piece that I'm actually using and that's definitely on-premise. What I'm actually doing is interacting with actual systems. I run a clubby cloud system for moving data back and forth.

There are some very long processes that are happening now, where we need to move data from one system to another and do some analysis, and all of that. We're trying to automate some of that process to link the systems together. So some of it is actually reading the webpage, taking information off of the webpage, and doing things with it.

View full review »
IT Team Lead at Kantar

The reason why we are using this product is that we like to use it where we have automation projects specifically for Microsoft products. We can automate to improve productivity and for those applications and simple tasks, it is easy to use.  

For example, suppose I get my email with Outlook. There are certain times I will get specific Excel files from a pre-determined output which I have to always place into a particular SharePoint folder. From there, some other automation gets triggered and the file is processed in a certain way. Those are the sort of things we can automate with Power Automate. It is very good at working with those simple Microsoft-product-related processes.  

We use it wherever we have workflow processes in which Microsoft products are interacting. Before using this solution, people would get those emails and the recipient had to download the file and then manually put it into SharePoint. Now, as soon as it comes into the inbox, Power Automate gets triggered and it automatically copies the file to the correct SharePoint. There is no reason that a repetitive task of this sort needs to be done manually.  

View full review »
VS
Practice Principal - Cloud and Automation at a tech services company with 51-200 employees

Internally, we're doing a lot of workflow automation. This includes creating documents inside of SharePoint, updating SharePoint lists, taking templates in Microsoft Word, and then pulling data from SharePoint to populate different fields in the Word doc using the approval workflows.

When somebody is done reviewing a document, they click a button, and then it goes to the next person in the workflow. It sends me emails, sends notifications, posting from an email, stripping out all of the extra content in the text message, manipulating it, and then posting it to Microsoft teams, channels.

View full review »
Learn what your peers think about Microsoft Power Automate. Get advice and tips from experienced pros sharing their opinions. Updated: July 2021.
521,690 professionals have used our research since 2012.
Head of Digital Transformation at Zaact

The most common use is for digitizing Excel forms or Excel spreadsheets. We use Power Automate to digitalize all Excel-based processes on a SharePoint page and link the libraries with the transactional data from the client.

It is cloud-based. It can be deployed on a public, private, or hybrid cloud. It depends on the client. It is linked with the Microsoft license that a client has. If the license is hybrid, then Automate is hybrid as well.

View full review »
SF
Digital and E-Business Analyst at a construction company with 5,001-10,000 employees

Our primary use for this product is for the automation of manual tasks that may require some small integrations between systems. An example would be something like automatically sending an email from an action that is performed on our online system. Another might be writing data to our CRM database based on the input from an online form.  

View full review »
AG
Digital Strategy Manager at a energy/utilities company with 10,001+ employees

We have been using Power Automate specifically for the COVID situation. The use case is mainly to automatically fire an e-mail every Monday morning requesting the employees of our firm to provide a response regarding their well-being. After the data is captured by using an MS form, the subsequent workflows get triggered through Power Automate. If somebody has mentioned that they have a fever or shortness of breath, we send this person's entry to our health and safety officer and our plan manager. All this is automated.

We also have another use case related to procurement where an automated flow was required for invoice processing for an external vendor.

View full review »
RE
Director - Analytics and Data at a tech services company with 11-50 employees

I use the solution to not only automate processes but also to be an intermediary or a glue among the applications of Azure in the Microsoft universe.

View full review »
SN
Head of Data & Analytics at a tech services company with 11-50 employees

We primarily use the solution for automation purposes. It can offer an alternative desktop option, and therefore it can automate a lot of stuff. It's part of the application. It also can connect us to a number of data sources and that helps us a lot. However, it's difficult to get into specifics due to client privacy.

View full review »
Solutions Architect at Alfapeople A/S

I primarily use the solution for automation. I also use it for invoicing.

View full review »
VP at Speridian Technologies

We have clients in a number of different industries. We were evaluating Power Automate for a hospital in Kansas City. We were looking at a couple of different use cases with regards to their vendor onboarding and some of the back-office processes. 

View full review »
AC
Director at a transportation company with 10,001+ employees

We use this solution to automate small parts of procedures in our workflows. Particularly, linking when emails are received, as well as picking out documents and loading them into SharePoint folders. From there, it feeds things like Power BI dashboards.

In general, they are specific things that we automate in order to reduce manual tasks. We have not applied it to any sort of more sophisticate process, like an approval process, or a supplier engagement process.

View full review »
RE
Director, Product Management at a tech services company with 10,001+ employees

Power Automate is a quite powerful tool. It helps you automate your daily processes. Being an RPA tool, it allows you to define certain logic and execute certain tasks at a scheduled time or for a certain event. I use it in conjunction with our SharePoint site to let our stakeholders know that something has been done or updated, and it kicks off another flow. We use it quite regularly.

View full review »
Training Manager at a financial services firm with 201-500 employees

We use SharePoint to collect information from tests, exams, and similar things that we do in our office. When people complete the tests, we use Microsoft Power Automate to collect the results and email them to appropriate people. We are currently using the latest version of Microsoft Power Automate. 

View full review »
HK
Process Specialist - Operational Excellence at a non-profit with 51-200 employees

Our primary use case is the automation of tasks.

View full review »
Co-Founder & Director - Technology at a tech services company with 1-10 employees

This is one of the solutions we sell to our customers. I'm an automater and we are customers of Microsoft. 

View full review »
OO
Senior Programmer Analyst at Immigration and Refugee Board of Canada

We primarily use the solution for testing. For example, we made a website solution and we're open to trying new things because it's not on production yet. We use your flows in order to make some data automation. We fill our flows with some data and test to see if it's all correct.

View full review »
JP
Safety, occupational health and environment at a manufacturing company with 1,001-5,000 employees

We're currently exploring the solution. We're doing some planning and testing. We're looking at data transformation and flows.

View full review »
MK
Advisory Council Member at a tech services company with 1,001-5,000 employees

Microsoft Power Automate is a part of the Office 365 environment. Currently, 5% to 7% of our 19,000 employees use Microsoft Power Automate. It has already been connected to all the applications that our employees use, such as Outlook, SharePoint, OneDrive, and the ecosystem of applications that come with Microsoft Office. This is one of the primary reasons for using this solution. We are also using it for workflow approval and automated signature use cases to deploy a digital signature solution for some documents. It is all automated, from the client all the way to signing and storing the documents. 

View full review »
Chief Operating Officer at NGMROBOTICS LTD

Currently, we are in an active search with a provider for on-premise, and therefore we use it to automate our process of moving our permits to electric housing and preparations.

View full review »
Technology Lead at a tech services company with 201-500 employees

We are system integrators so we provide this solution and deal with the automation for our clients. Power Automate is mainly suitable for small and medium size companies. 

View full review »
Technical Lead & Consultant at Tech Mahindra Limited

I was using this product to create a basic workflow and trying to integrate it with Outlook.

We use it along with Microsoft Power Apps to help identify and automate tasks. We have many tasks in Outlook, SharePoint, Calendar, and Teams, and we use Apps to manage the tasks.

We are also using a feature in Microsoft Power Apps, which is the productivity backup

View full review »
IT Manager at a manufacturing company with 51-200 employees

We started using it just three months ago. These three months also include doing the proof of concept. We use it for IT operations where users can request for a software push by using a Microsoft Office 365 form. Using Forward Automate, I initiate the process. I have another department that is using it for requests for the PC team or for a contractor's visit to the main plant here in Panama.

View full review »
HH
Digital Innovation Manager at a consumer goods company with 10,001+ employees

We use Microsoft Power Automate for various personal initiatives of people to automate their own work.

It is used in a laboratory environment to connect the laboratory systems and to automate the connections between them.

View full review »
Senior Manager - RPA & Transition at a financial services firm with 10,001+ employees

The use cases for the solution would be banking related, typically, and specifically surrounding BFS, Banking Financial Services.

View full review »
YW
Department Manager at SME Digital Transformation Department at a insurance company with 10,001+ employees

Repetitive interactions between legacy systems and Excel managed by human resource. By collecting small tasks, there would be tons of time/effort we can replace with RPA. However, my challenge was major RPA solutions are not so much cheap to be applied to these small tasks. I believe Power Automate would be sufficient and cheap enough as Microsoft announced it will be free for Win 10 users (with basic functionalities).

View full review »
SA
Business Analyst at a tech services company with 10,001+ employees

Our primary use for this product is actually for a variety of reasons in conjunction with a few different products. We use it mostly for our accounting and invoicing purposes.  

View full review »
FA
Strategy Consultant at a tech services company with 10,001+ employees

I'm a strategy consultant and we are partners and resellers/integrators of Microsoft. 

View full review »
DH
CEO at a tech consulting company with 11-50 employees

We use Power Automate to build applications for businesses uses such as workflow applications and process applications. We copy the data or get the data from other systems and use Power Automate to do some lightweight RPA tasks.

The Power platform has several features and Power Automate has two features. One is Flow and the other is UI Flow. Flow is used for workflow automation and UI Flow is the RPA solution.

View full review »
Solutions Architect at Alfapeople A/S

We are resellers and sometimes we implement solutions.

It's a component of Microsoft 365.

We use this solution to match some documents or spreadsheets, to match data from one spreadsheet with another, and to download and load invoices.

We also use it for an approval flow.

View full review »
Digital Manager (CDO/CIO) at AD Retail

We primarily use the product for credit card operation customer complaints.

View full review »
CP
Architecte Entreprise Collaboration at a transportation company with 10,001+ employees

We have various use cases because it is used at an enterprise scale. It is mainly used for document workflow management. It is used for validating and publishing documents. It is also used for validating the SharePoint page publishing, financial approvals, and investments approvals. It is a SaaS solution, so we have its latest version.

View full review »
DH
CEO at a tech consulting company with 11-50 employees

We use Power Automate to build applications for business users. Examples of this are workflow applications and business process applications. Sometimes, we need to copy data or get data from other systems and we try to use Power Automate to do some lightweight RPA work.

View full review »
JJ
Student at a educational organization with 5,001-10,000 employees

The primary use of the product is for automating business processes.

View full review »
SG
Senior Manager at a tech services company with 201-500 employees

We used it internally to automate certain workflows for our daily business and validate our commercial proposal. We used its latest version.

View full review »
PK
Architect at a tech services company with 201-500 employees

We use it for automating our business processes. We are using it for sending reminders and these sorts of things. Every Excel update also happens through Power Automate.

It is still under the review stage. We are not using it in production. Currently, we are waiting until the product is completely stabilized. We are expecting it to happen by September 2021. We are using its latest version. It can be deployed on the cloud and on-premises.

View full review »
Associate Partner at Inodev

I'm using it for internal purposes at the moment. We are a consulting company and we are exploring goals with the option of implementing automation for our clients.

Currently, I am assessing Microsoft Power Automate, comparing it with UiPath to see if it's good enough for our clients and for our purpose.

We plan to use this solution for getting information from one application to another, for producing sheets and text files for Power BI, and also for integration and displaying dashboards and business intelligence for the business. It will also be used for invoicing and notifications — mainly business processes in general.

View full review »
SR
Consultant at a manufacturing company with 10,001+ employees

We are using Power Automate to send notifications when working with items in SharePoint. It is used to send notifications when a document is moved or needs to be approved. When a document needs to be approved in SharePoint, we send a notification to the user who needs to approve that document. I also use Power Automate to create a work item in another system, such as Azure DevOps.

View full review »
HM
CI and Automation Manager at a manufacturing company with 1,001-5,000 employees

We are using it for simple invoice management processing. We are using it for just storing documents with some workflows attached.

View full review »
MO
Information Technology and Services Individual Contributor at a computer software company with 51-200 employees

We primarily use the solution for our customers, to automate fields, for example.

View full review »
Business Application Group Manager at celikkk

We are using it to trigger web service calls and gather data. There are some companies in Turkey and Sweden that are using Power Automate.

View full review »
GK
Consultant at a tech services company with 11-50 employees

We carried out a successful POC on Power Automate Desktop. It was right after they launched and we were the first to demo it. We used it in a project for one of our clients. We used the desktop version but it's stored in Power Automate cloud. The solution is used for banking processes such as credit and debit transactions. We are partners with Microsoft and I'm the CTO.

View full review »
AT
SharePoint Online at Neskaa

We are using it for approvals and flow history. We are using the latest version.

View full review »
AY
Director, Km & Bpo Innovation at a tech vendor with 10,001+ employees

We use it to monitor the net flow of all the emails. It is really helpful.

View full review »
Learn what your peers think about Microsoft Power Automate. Get advice and tips from experienced pros sharing their opinions. Updated: July 2021.
521,690 professionals have used our research since 2012.