The fourth webinar in a series of 5 shows how to extend Microsoft Flow beyond your practice! Communication is key and intelligent use of the tools within Microsoft Flow allows you to enhance your relationships with clients and suppliers by improving, standardising and scheduling communications.
Many firms send out a newsletter or email information, but imagine if you could send personalised, custom communications to every client, and that they could use this to both communicate with you and update their details. This session shows how to send a customised newsletter each month to every client, making the interaction relevant, personal and valuable.
Webinar Learning Outcomes:
• use Microsoft Flow to automate the manipulation and creation of documents
• communicate and automate feedback and information from clients
This session is pitched at an intermediate level and is aimed at any firm wishing to automate internal processes.
Step 4 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 improve communication with clients and suppliers using Microsoft Flow.