Showing flows 1–20 of 632
Multilingual Inbound Email Auto-Reply
Detects the language of inbound customer email with Microsoft Translator, translates the body to English for the agent, and sends an automatic acknowledgement reply translated back into the sender's original language. Keeps a bilingual record so agents can respond in English while customers read their own language.
ShareFile Secure Client Document Exchange
When a client uploads a document to a Citrix ShareFile folder, the flow copies it to the matching client's SharePoint workspace, logs the exchange to Dataverse, and notifies the account manager in Outlook. Outbound: documents dropped in a SharePoint 'to client' folder are pushed to ShareFile and the client emailed a secure link.
Notion Meeting Notes from Teams Meetings
After a Teams meeting ends, the flow creates a structured Notion meeting-notes page pre-filled with the title, date, attendees, and an agenda/action-items template, then posts the page link to the meeting chat so attendees can collaborate. Optionally attaches the transcript. Standardizes meeting documentation in Notion.
Adobe PDF Office-to-PDF-A Conversion Pipeline
When a Word, Excel, or PowerPoint file is uploaded to a records library, the flow converts it to PDF (or PDF/A for archival) with Adobe PDF Services, co-files or replaces the converted version with metadata, and posts a conversion summary to Teams. Standardizes records on an archival-grade format.
Adobe PDF Certificate and Badge Generator
When a course or event is completed (Dataverse record), the flow merges the recipient's details into a certificate template with Adobe PDF Services, generates a personalized PDF certificate (optionally with a unique verification ID/QR), emails it to the recipient, and files a copy. Automates bulk certificate issuance.
Contract Signature Lifecycle Tracker
When a contract is finalized in a SharePoint library, the flow sends it for signature via DocuSign, tracks envelope status events, files the completed signed PDF back to SharePoint, and notifies stakeholders in Outlook at each milestone (sent, viewed, signed, completed). Escalates if an envelope is not signed within a configurable SLA.
monday.com Board Item Status Automation
When a monday.com item changes status (e.g. to Done or Stuck), the flow updates a mirrored Dataverse record, notifies the item owner in Teams, and emails a weekly per-board rollup of completed vs stuck items. Handles unassigned 'Stuck' items by escalating to the board lead. Bridges monday.com work management into Microsoft 365.
PagerDuty Critical Alert On-Call Bridge
Triggers when a PagerDuty incident is triggered or escalated, looks up who is currently on call, posts a rich incident card to Teams, and sends a high-importance Outlook email to the responder and their manager. Writes acknowledgement state back so the Teams thread reflects the live PagerDuty status.
Adobe PDF OCR Scanned Archive to Searchable
When a scanned (image-only) PDF lands in an archive library, the flow runs OCR with Adobe PDF Services to produce a searchable PDF, replaces the image-only copy, extracts the text, and indexes it into Azure AI Search. Makes a scanned document archive fully searchable by content.
Adobe PDF Watermark and Stamp Confidential Documents
When a document is published or downloaded from a controlled library, the flow applies a dynamic watermark/stamp (CONFIDENTIAL, recipient name, date) with Adobe PDF Services and serves the watermarked copy, logging the action. Deters leaks and traces document copies back to a recipient.
Dropbox to SharePoint Folder Mirror
Watches a Dropbox folder for new or changed files and mirrors them into a SharePoint document library, preserving the folder structure. Skips unchanged files using size/modified comparison and emails a simple daily sync summary. A beginner-friendly cross-cloud file bridge.
Viva Engage Leadership Announcement Broadcaster
When a leadership announcement is published to a SharePoint news list (or approved via an approval), the flow posts it to a Viva Engage community, cross-posts a summary to a Teams channel, and tracks engagement. Centralizes one-to-many internal comms so a single approved message fans out to all employee channels consistently.
Jira Issue SLA Breach Escalation
Hourly flow queries Jira via JQL for issues approaching or breaching their SLA, escalates each by adding a comment, reassigning per an escalation matrix, and notifying the lead in Teams plus an Outlook email to the manager. Tracks repeat breaches and bumps severity on the second escalation.
Adobe PDF Invoice and Statement Batch Generator
On a schedule, the flow reads due invoices/statements from Dataverse, merges each record into a branded template with Adobe PDF Services Document Generation, files the PDFs into a foldered SharePoint library, and emails each customer their statement. Replaces manual monthly statement runs with a governed, hands-off batch.
Adobe PDF Split and Route
When a multi-document PDF arrives (a batch scan or merged report), the flow splits it by page ranges or bookmarks with Adobe PDF Services, files each part to the right SharePoint folder by a naming rule, and notifies owners. Breaks bulk PDFs into routed, individually-filed documents.
Knowledge Base Indexer (Azure AI Search)
When a document is added or updated in a SharePoint knowledge library, the flow extracts its text, builds a search document (title, content, tags, metadata), and pushes it to an Azure AI Search index via the index API. Deletes the index entry when the source file is removed, keeping an enterprise search index continuously in sync with SharePoint.
Twilio Critical Alert Voice Call Escalation
When a critical alert fires and isn't acknowledged by SMS within a threshold, the flow places an automated Twilio voice call to the on-call engineer that reads the alert and accepts a keypress to acknowledge, then escalates to the next person if unanswered. Posts status to Teams. Ensures truly urgent alerts wake someone up.
Intercom Help Article Suggestion
When an Intercom conversation is created, the flow retrieves the most relevant help-center articles from an Azure AI Search index of your knowledge base and posts them to the agent as an internal note (and optionally suggests a deflection reply). Speeds resolution by surfacing the right documentation without the agent searching.
Adobe PDF Form Data Extraction to Dataverse
When a filled PDF form arrives (email or SharePoint), the flow extracts the form-field values with Adobe PDF Services, writes a structured record to Dataverse, and posts low-confidence or unmapped fields to Teams for review. Turns submitted PDF forms into clean structured data without re-keying.
Adobe PDF Services Document Generation
On request (from a Power App or approval), the flow merges Dataverse data into a template and uses Adobe PDF Services to generate a branded PDF (contract, statement, certificate), stores it in SharePoint, and emails it to the recipient. Optionally combines multiple PDFs and applies a password. Centralizes high-fidelity document generation.