Microsoft Power Automate (formerly Flow) is the automation platform for Microsoft 365 environments. Our Power Automate implementations connect your Microsoft stack - Teams, SharePoint, Outlook, Dynamics - with business applications and custom workflows. From simple email notifications to complex approval flows with AI Builder, we build automations that leverage your Microsoft investment while connecting to the broader business ecosystem.
Power Automate is built into Microsoft 365. Trigger flows from Outlook emails, SharePoint documents, Teams messages, and Dynamics records with deep native integration.
Built-in AI capabilities including document processing, form extraction, sentiment analysis, and object detection. Add AI to workflows without external services.
Power Automate Desktop automates Windows applications without APIs. Automate legacy systems, desktop apps, and web applications through UI automation.
Connect Power Automate with your entire business ecosystem
Automate document management in SharePoint. Approval workflows, document routing, metadata extraction, and archival processes.
Build automations triggered by Teams activity. Post notifications, create tasks from messages, schedule meetings from forms, and more.
Extend Dynamics CRM with automated workflows. Lead assignment, opportunity updates, customer onboarding sequences, and sales process automation.
Connect Microsoft 365 with non-Microsoft systems. Sync data with Salesforce, trigger actions in Slack, update records in custom databases.
Plus 100+ more systems - if you use it, we can integrate it with Power Automate
We securely connect Power Automate with your other business applications using official APIs and best practices.
Configure how data flows between systems - which fields map where, what triggers sync, and business rules.
Once configured, data flows automatically 24/7. Monitor with dashboards and alerts for complete peace of mind.
Here's how data flows between Power Automate and your connected systems:
┌─────────────────┐ ┌──────────────────┐ ┌─────────────────┐
│ Microsoft │ │ Power Automate │ │ External │
│ 365 Trigger │────▶│ Cloud/Desktop │────▶│ Systems │
└─────────────────┘ └──────────────────┘ └─────────────────┘
│ │ │
│ ▼ │
│ ┌──────────────────┐ │
│ │ Flow Actions │ │
│ │ • AI Builder │ │
│ │ • Approvals │ │
│ │ • Dataverse │ │
│ └──────────────────┘ │
│ │ │
▼ ▼ ▼
┌─────────┐ ┌─────────────┐ ┌──────────┐
│SharePoint│ │ Process & │ │ CRM/ERP │
│ Event │ │ Transform │ │ Update │
└─────────┘ └─────────────┘ └──────────┘
Example: SharePoint Document Approval Flow
═══════════════════════════════════════════
1. New document uploaded to SharePoint library
2. Power Automate triggers on file creation
3. AI Builder extracts document metadata
4. Document type determines approval workflow
5. Approval request sent via Teams/Email
6. Approver reviews and decides
7. Approved: Document moves to approved folder
8. Metadata updates in SharePoint
9. Dynamics 365 record created/updated
10. Notification sent to stakeholders| Source Field | Target Field | Notes |
|---|---|---|
| SharePoint.Document.Name | Dynamics.Entity.DocumentName | Document reference |
| SharePoint.Document.Author | Dynamics.Entity.CreatedBy | User mapping |
| SharePoint.Document.Modified | Dynamics.Entity.ModifiedOn | Timestamp |
| AIBuilder.ExtractedData.InvoiceNumber | Dynamics.Invoice.Number | AI extracted |
| AIBuilder.ExtractedData.Amount | Dynamics.Invoice.Total | AI extracted |
| Approval.Response.Status | SharePoint.Document.ApprovalStatus | Approval result |
| Approval.Response.Comments | SharePoint.Document.Comments | Approver notes |
| Teams.User.Email | Dynamics.Contact.Email | User identity |
| Outlook.Email.Subject | Dynamics.Activity.Subject | Email tracking |
| Forms.Response.Fields | Dataverse.Entity.Fields | Form data mapping |
Sample data structure when syncing from Power Automate:
// Power Automate - Flow Definition (Simplified JSON)
{
"name": "Document Approval Workflow",
"trigger": {
"type": "SharePoint",
"action": "When a file is created",
"parameters": {
"siteAddress": "https://company.sharepoint.com/sites/contracts",
"libraryName": "Pending Approvals"
}
},
"actions": [
{
"name": "Extract Document Info",
"type": "AIBuilder.DocumentProcessing",
"inputs": {
"model": "Invoice Processing",
"document": "@triggerOutputs()?['body']"
}
},
{
"name": "Start Approval",
"type": "Approvals.CreateApproval",
"inputs": {
"approvalType": "Basic",
"title": "Approval Required: @{triggerOutputs()?['body/Name']}",
"assignedTo": "@{outputs('Get_Manager')?['body/mail']}",
"details": "Please review the attached document.\n\nAmount: @{outputs('Extract_Document_Info')?['body/amount']}\nVendor: @{outputs('Extract_Document_Info')?['body/vendor']}",
"itemLink": "@{triggerOutputs()?['body/{Link}']}",
"requestor": "@{triggerOutputs()?['body/Author/Email']}"
}
},
{
"name": "Wait for Approval",
"type": "Approvals.WaitForApproval",
"inputs": {
"approvalId": "@{outputs('Start_Approval')?['body/approvalId']}"
}
},
{
"name": "Condition - Check Outcome",
"type": "Condition",
"expression": "@equals(outputs('Wait_for_Approval')?['body/outcome'], 'Approve')",
"actions": {
"ifTrue": [
{
"name": "Move to Approved",
"type": "SharePoint.MoveFile",
"inputs": {
"source": "@{triggerOutputs()?['body/{Path}']}",
"destination": "/sites/contracts/Approved/@{triggerOutputs()?['body/Name']}"
}
},
{
"name": "Create Dynamics Record",
"type": "Dynamics365.CreateRecord",
"inputs": {
"entityName": "invoices",
"record": {
"name": "@{triggerOutputs()?['body/Name']}",
"amount": "@{outputs('Extract_Document_Info')?['body/amount']}",
"vendor": "@{outputs('Extract_Document_Info')?['body/vendor']}",
"approvedBy": "@{outputs('Wait_for_Approval')?['body/responder/email']}"
}
}
}
],
"ifFalse": [
{
"name": "Send Rejection Notification",
"type": "Teams.PostMessage",
"inputs": {
"channel": "General",
"message": "Document @{triggerOutputs()?['body/Name']} was rejected.\n\nComments: @{outputs('Wait_for_Approval')?['body/comments']}"
}
}
]
}
}
]
}Beyond system-to-system connections, we build custom AI solutions and interfaces powered by Power Automate data.
AI Builder extracts data from invoices, receipts, and forms automatically. Structured data flows into business systems without manual data entry.
AI categorizes incoming emails and routes to appropriate teams or workflows. Sentiment analysis identifies urgent or negative communications for priority handling.
Custom AI models trained on your specific forms extract data accurately. Handwritten forms, legacy documents, and industry-specific formats all supported.
AI Builder models predict outcomes based on historical data. Lead scoring, churn prediction, and demand forecasting integrate directly into workflows.
Before starting your Power Automate integration, ensure you have:
“Power Automate transformed our SharePoint document management. New contracts trigger approval workflows, signed documents archive automatically with correct metadata, and Teams notifies relevant stakeholders at each step. What took days now takes hours.”
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