Use Power Automate & SharePoint to Automate Invoice Sending

via Coursera

Overview

Discover how to streamline your invoice delivery process with our comprehensive 40-minute guided project, "Use Power Automate & SharePoint to Automate Invoice Sending". This course, provided by Coursera and tailored for those interested in Microsoft PowerApps, delves into the automation of sending invoices directly to clients - a necessary but time-consuming task for any business.

In this hands-on session, participants will learn to establish a SharePoint site as a centralized data source, create a meticulously organized document library, and craft a Power Automate flow to efficiently dispatch invoices via email. This eliminates the manual effort of sending each invoice, allowing you to focus on invoice creation while automation handles delivery.

The project is designed for individuals with access to Office 365 services, requiring a Microsoft account and a subscription to the Microsoft 365 Developer Program. Initial steps to sign up for these accounts will be provided, ensuring all participants can smoothly start automating their invoice sending workflow.

By the end of this project, not only will you have a functional automation flow in place, but you'll also be equipped to share this system with colleagues. This ensures that your entire team can benefit from the increased efficiency. Embrace the power of automation with Power Automate & SharePoint and revolutionize how you manage invoice dispatch in your business.