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Home CRM Software & Tools

Scheduled documents in Power Automate –

admin by admin
July 29, 2022
in CRM Software & Tools


Take Document Automation to the next level with the DocumentsCorePack Connector for PowerApps and PowerAutomate! The connector is designed to utilize our solution inside Flows simply and intuitively. In the recording below, 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)

Curious? Invest 25 minutes to watch the recording and benefit forever from an advanced knowledge of our powerful solution!

All features and support included! 



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