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Scheduled documents in PowerAutomate Bookmark

On May 12, 2021 in DocumentsCorePack by Codospan Bianca

In the webinar on May 27th, 2021 we focused on the automation of documents inside scheduled Flows using our DocumentsCorePack Connector. 

Therefore we showcased two popular use cases:

  • Financial documents: Automation of payment reminders and overdue notices (e.g. send payment reminders 2 weeks before due date/send overdue notices weekly once invoices are overdue)
  • Reportings: Daily activity and sales report (e.g. Daily To-do list showing all open activities for a user or weekly report on new or closed opportunities)

 

Download Slides! Watch Recording!

Related Articles

  • DocumentsCorePack connector for PowerAutomate (Flow)

    In the webinar on February 27, 2020 we focused on the new DocumentsCorePack connector which is designed to utilize features of our solution inside flows in a simple and very intuitive manner.  

    ​Webinar Content:

    • The DocumentsCorePack connector explained 
    •  Available actions inside Flow
    •  Step-by-Step: Generating a document within a Flow
    • Q&A

     

    Download Slides! Watch Recording!

  • Professional documents in PowerApps via DocumentsCorePack and Microsoft Flow

    In the webinar on October 11th, 2018 we focused on how to use DocumentsCorePack within the new Microsoft Technologies PowerApps (Canvas Apps) and Microsoft Flow.

    Download Slides! Watch Recording!

  • DocumentsCorePack: Cloud printing on the Power Platform

    In the webinar on August 5th, 2021 we focused on the cloud printing capabilities of DocumentsCorePack on the PowerPlatform. 

    Therefore we showcased how to configure cloud printing for DocumentsCorePack and use it within Dynamics 365 and PowerAutomate:

    • Setup: Necessary steps of configuration for using either Printix, PrintNode or Microsoft Universal Print in DocumentsCorePack.
    • Demo: Printing documents from a dialog (Dynamics 365) and printing documents from a Flow (PowerAutomate)

     

    Download Slides! Watch Recording!

  • DocumentsCorePack Essentials

    In the webinar on March 7, 2019 we focused on the essentials every DocumentsCorePack customer needs to know. Whether you need to send sales or service documents, internal reports or contracts for signing, DocumentsCorePack will help you streamline and simplify your document requirements. 

    Download Slides! Watch Recording!

  • New DocumentsCorePack feature: Advanced collaboration through editable document parts

    In the webinar on December 3, 2020 we showcased a new feature within DocumentsCorePack: Editable sections. This feature allows you to define sections to be editable within your documents.

    This webinar contains: 

    • Use cases and how it works
    • Step-by-Step: Configuration of the sections to be editable in your templates
    • Step-by-Step: Working with editable documents 
    • Q&A
    Download Slides! Watch Recording!

  • "Processing generated documents" - 30th January 2014


    This webinar will give an overview on the broad variety of options you could utilize to process generated documents. This includes "Send as PDF", "Create CRM activity" and a look on the bulk-merge features provided.

    Meeting Outline! Download Slides! Watch Recording!


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