Create an advanced workflow with Power Automate

Transcript

Learn how to automate repetitive tasks and connect to other systems without any coding using the pre-built Microsoft Power Automate connectors that are included with Acrobat Sign. These connectors allow non-administrators to create advanced workflows for themselves and their entire team. To create a new workflow, select the Workflows tab from the home page. On the Workflow page, administrators can create a custom workflow or a Power Automate workflow, which we’re going to do. There are predefined templates that are grouped by type. File organization allows you to save e-signed documents to SharePoint, Google Drive, Dropbox, and other systems. Notifications allow you to get automatic notifications of a document’s signature status in Microsoft Teams channel, Slack, or other systems. Agreement generation allows you to dynamically generate documents with data from Microsoft Word, Excel, or other systems and send them for e-signature. We’re going to create a brand new workflow, so we’ll select Start from Scratch. And once this flow is created, the flow will trigger when a button is selected. This is an advanced workflow that routes contracts based on the amount. There are two inputs for this trigger, the customer name and the contract amount. Next, a variable called recipient is initialized, and this variable routes the contracts to the right people for approval based on an amount. A condition is set that checks if the contract amount is less than $10,000. Depending on the amount, the document will either be routed to an executive or a vice president for approval. The role field can also be defined. In this case, the role is set to signer. And then we select Save. Be sure to review the details of the flow and you can see all the run history. Workflow automation integrated with Microsoft PowerPoint Automate enables anyone without coding experience to set up an automated and customized e-signature workflow that can even connect to other systems in minutes.