Source: https://joinfinn.com/integrations/microsoft-power-automate

# Microsoft Power Automate

## Microsoft Power Automate + Finn.

Microsoft Power Automate integration with Finn. Microsoft Power Automate connects business applications through automated workflows and desktop tasks.

Business function: Workplace operations.

## What you can do with Microsoft Power Automate.

Microsoft Power Automate connects business applications through automated workflows and desktop tasks.

### Take an emailed invoice through the finance intake process

Finn runs the cross-application administration that starts accounts payable work.

**Typically handled by:** Accounts payable operations coordinator

**Starts when:** An invoice arrives in the finance Outlook mailbox.

#### What Finn handles

1. Use Power Automate to capture the attachment in SharePoint and connect it to the supplier and purchase record in Dynamics 365 Finance.
2. Collect missing invoice details and resolve an unreadable or incomplete submission with the supplier.
3. Route an exception or spending question to the finance approver, then submit the completed invoice through the existing finance workflow.
4. Record the processing result, file the evidence and tell the supplier the actual intake status.

**The result:** The invoice reaches the finance system with complete documentation and a recorded processing result.

### Run the employee onboarding process across Microsoft and HR tools

Finn coordinates the administrative work between HR's hire decision and first-day readiness.

**Typically handled by:** HR and IT onboarding coordinator

**Starts when:** Workday confirms an employee's hire and start date.

#### What Finn handles

1. Read the employee's role, start date and onboarding instructions, then start the corresponding Power Automate process.
2. Create the SharePoint onboarding record and coordinate equipment tasks in ServiceNow and meetings in Outlook.
3. Carry approved access requests through the identity team's process and collect completed setup results.
4. Send the new hire their first-day instructions and record the completed onboarding tasks and remaining owners.

**The result:** The onboarding record reflects actual equipment, access and welcome arrangements.

### Publish a reviewed business document and notify its audience

Finn completes the coordination around a document's release.

**Typically handled by:** Business document control coordinator

**Starts when:** A revised procedure or policy is ready for review.

#### What Finn handles

1. Collect the current document in SharePoint and identify the reviewers, intended audience and proposed release date.
2. Use the Power Automate approval process to gather the owner's publication decision and resolve requested edits.
3. Publish the accepted version through SharePoint and distribute the correct link through Teams or Outlook.
4. Track the required acknowledgment process and record the released version and completed communications.

**The result:** The correct document is published and its review and distribution record is complete.

### Turn a customer form into a resolved service case

Finn carries a request across forms, case management and customer communication.

**Typically handled by:** Customer service operations coordinator

**Starts when:** A customer submits a Microsoft Forms service request.

#### What Finn handles

1. Capture the submission through Power Automate and match it to the customer in Dynamics 365 or Salesforce.
2. Create the service case with its attachments and collect missing information from the customer.
3. Complete the routine action in the application that owns the issue, obtaining a decision for an exceptional refund or account change.
4. Update the case and SharePoint request record, send the customer the result and close the intake process.

**The result:** The form submission ends in a recorded service resolution, rather than an unworked notification.

### Deliver the recurring operating report

Finn completes the collection, assembly and distribution behind a weekly report.

**Typically handled by:** Business operations reporting coordinator

**Starts when:** The agreed weekly or monthly reporting cutoff arrives.

#### What Finn handles

1. Run the Power Automate process that gathers the specified records from Excel, SharePoint and Dynamics 365.
2. Resolve missing submissions with the responsible teams and keep the reporting period consistent.
3. Produce the report in the team's SharePoint workspace and distribute it through Teams or Outlook.
4. Record leadership's requested follow-up, create the associated Planner tasks and update the report with completed actions.

**The result:** The report is delivered and its operational follow-up is recorded.

### Complete a travel or purchase request after the spending decision

Finn handles the paperwork and coordination around an employee's request.

**Typically handled by:** Administrative purchasing coordinator

**Starts when:** An employee submits a travel or business purchase request.

#### What Finn handles

1. Capture the request in SharePoint with its purpose, cost, dates and supporting information.
2. Use Power Automate to obtain the budget owner's decision and resolve any requested changes.
3. After approval, place the order or booking through the connected purchasing or travel system and capture its confirmation.
4. Send the employee the final details, update the request and file the confirmation for the expense process.

**The result:** The employee's request ends in a confirmed order or booking and a complete spending record.

### Complete a legacy application's recurring data-entry job

Finn operates the established desktop workflow and closes its business record.

**Typically handled by:** Back-office data entry coordinator

**Starts when:** A scheduled batch of approved records is ready for a legacy application.

#### What Finn handles

1. Read the submitted records and the agreed destination from the team's SharePoint or Excel work queue.
2. Run the existing Power Automate desktop process to enter the records in the named legacy application.
3. Resolve actual rejected records with the business owner and process the corrected input through the same workflow.
4. Collect the application's completion results and update the source work queue with the recorded outcomes.

**The result:** The batch is entered and each source item has the destination's actual result.

### Recover an interrupted business workflow

Finn resolves the operational work left behind when an established automation stops.

**Typically handled by:** Business automation support coordinator

**Starts when:** A Power Automate run fails or leaves its business request incomplete.

#### What Finn handles

1. Read the failed run and the related business record to identify the exact unfinished step.
2. Resolve the actual missing input or connection issue with its owner and confirm which business actions already completed.
3. Resume the existing process from the appropriate point, avoiding a second order, message or payment for completed work.
4. Verify the business result, update the request and notify the requester that the job has finished.

**The result:** The interrupted request reaches its intended business outcome with a recorded recovery.

### Turn process reporting into a completed operational improvement

Finn coordinates the analysis and delivery work around a recurring process problem.

**Typically handled by:** Business process analyst and automation coordinator

**Starts when:** The process owner requests a review of slow or repeatedly failing work.

#### What Finn handles

1. Gather the relevant Power Automate run history and the business records covered by the review.
2. Identify the concrete wait, input problem or manual step behind the observed delays.
3. Record the process owner's chosen change and coordinate its implementation and business acceptance through Asana or Azure DevOps.
4. Update the process instructions and report the observed results after the revised workflow runs.

**The result:** The review produces an implemented process change and a recorded business result.

## Connection setup

Contact Finn to discuss the records your workflow needs and the actions you want it to perform.

Your team chooses what Finn can access, what agents can change, and when a person must approve the work. The connection needs the appropriate account access and permissions from Microsoft Power Automate.

[Visit Microsoft Power Automate](https://www.microsoft.com/en-us/power-platform/products/power-automate)

## Explore Finn

- [Agents](https://joinfinn.com/agents): Help customers. Work with your team. Finish the job.
- [Systems](https://joinfinn.com/systems): Business apps for the work behind the conversation.
- [AI Gateway](https://joinfinn.com/ai-gateway): Control connected AI apps, models, access, and spending.

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