The third webinar in a series of 5 shows you how to use Microsoft Flow to save time and reduce errors in document handling. We’ll show you how to automate the creation, movement and manipulation of documents and how to extend this using data from Data Lists.
Let’s say you need to send an engagement letter to every client, every year. It needs to contain items unique to the client, should be a PDF and should be signed by the relevant partner. Finally the client needs to sign the document to accept it. This can take hours and it’s easy for something to go wrong. In this session you’ll learn how to use automation to get this right, every time and never worry about this process again.
Webinar Learning Outcomes:
• use Microsoft Flow to automate the manipulation and creation of documents
• automatically copy, convert and complete documents
This session is pitched at an intermediate level and is aimed at any firm wishing to automate internal processes.
Step 3 on a journey from novice to becoming proficient at workflow automation.
Assumes a working knowledge of Microsoft Flow or completion of prior sessions in this series.
Nick Beaugeard is the CEO and Founder of HubOne, a software company which develops solutions for Accounting Firms. Prior to that he has worked in large software vendors including Microsoft and had executive roles at JP Morgan, National Westminster Bank among others.
Nick started writing software at the age of seven and boasts over twenty five years’ experience as a software developer, manager and architect. Nick has lived in London, New York, Seattle and is now settled in Sydney with his wife and four kids.
You will be provided with:
• PowerPoint presentation slide deck
• Supporting documentation
• Webinar Recording to view multiple times for up to 6 months
• An opportunity to ask questions to the presenter
How to automate the creation and manipulation of documents using Microsoft Flow.