How to Use BrightWork 365 with Microsoft Power Automate
How much time do you spend answering emails, finding information, or updating your team about upcoming tasks daily? Now, think about how you could use that time to drive high-value activity and outcomes with your team instead.
Automation, the use of software to complete tasks with little human input, can transform how you work on projects.
With a tool like Microsoft Power Automate, you can easily save time, reduce errors, and get more visibility into projects.
Microsoft Power Automate integrates with BrightWork 365, a project and portfolio management solution for Microsoft 365.
In this article, you’ll see how BrightWork 365 uses Microsoft Power Automate flows to automate processes like project request management and project reporting.
We’ll also cover out-of-the-box flows to improve document management, collaboration, and productivity.
What is Microsoft Power Automate?
Microsoft Power Automate is a no-code/low-code workflow and automation platform.
The no-code/low-code approach means project teams don’t have to wait for IT to digitize paper-based processes or create a custom approval process.
With drag-and-drop templates, pre-built connectors, and robotic process automation, the solution allows anyone to automate day-to-day tasks.
Unlike SharePoint Designer, Microsoft Power Automate works with data from other Microsoft 365 apps and third-party platforms, including Google Drive, Dropbox, and Twitter.
Power Automate connectors are categorized as either standard or premium; access depends on licensing within your organization.
Microsoft Power Automate is part of the Microsoft Power Platform, a low-code development platform that allows organizations to create custom solutions.
The Microsoft Power Platform also includes Power BI, Power Apps, and Power Virtual Agents.
How BrightWork 365 and Microsoft Power Automate Work Together
BrightWork 365 uses Microsoft Power Automate flows for essential project tasks, business processes, and reports.
Pre-built and custom flows
BrightWork 365 includes pre-built flows for project request management, task management, status reports, and Power BI dashboards.
These flows are easily configured to match your processes in Power Automate – without the need to ask IT.
Users can also build and add custom flows to phases, deliverables, tasks, and documents in BrightWork 365.
Triggers and conditions ensure flows run when the right criteria are met, reducing errors and rework.
Better project reports
Microsoft Power Automate can pull data from Microsoft 365 apps and third-party services into Power BI dashboards in BrightWork 365.
This functionality enriches project reporting and eliminates siloes across multiple apps.
Want to report on social media mentions or website traffic for a marketing project? Need to track project expenses? Want to use data from SAP ERP?
With Microsoft Power Automate, your team can work in their preferred tools whilst you get complete visibility into key project metrics.
Increase productivity with Power Automate Templates
Microsoft Power Automate ships with ready-to-use templates for various use cases. With a few clicks, you can implement workflows to reduce day-to-day administration tasks and spend more time on your project.
Below are a few ideas to help you get started. Don’t forget – you can configure an existing flow or start from scratch.
Microsoft Power BI
- Update reports if a SharePoint file is updated.
- Create and share reports via OneDrive or email.
- Create a task from a Power BI report.
- Post a welcome message when a new team member joins the Team.
- Schedule a meeting with a message sender.
- Send a meeting reminder to Microsoft Teams during weekdays.
- Move project documents to the right SharePoint Online library.
- Save email attachments in SharePoint Online.
- Convert Word Online documents to PDF.
- Manage approvals for documents, business travel, and vacation requests.
- Respond quickly to emails from key stakeholders with push notifications.
- Copy important emails to the project OneNote.
- Keep on top of your day with automated time-blocking or reminders about upcoming meetings.
- Send an email with a summary image of your last meeting.