Automations
Automation workflows built to reduce manual work, keep operations moving, and create repeatable processes.
AI Vendor Follow Up
Extracts PO details from vendor emails/PDFs, checks Business Central, and updates SharePoint cases + ETAs.
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Power AutomateAIBusiness CentralSharePoint
Log Daily Orders KPIs
Runs daily, queries a Power BI dataset, and logs KPI snapshots to SharePoint (one per day).
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Power AutomatePower BISharePointScheduled
AI Contract Analyze & Reminder Sender
Extracts contract fields, logs to SharePoint, schedules renewals, and runs reminder loops via email + Teams.
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Power AutomateAIForm RecognizerTeams
AI Email → Task Automation System
Classifies incoming Outlook emails, extracts action items, blocks junk/duplicates, and creates categorized Notion task cards with priority + due dates.
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ZapierAIOutlookNotion
Consolidated Invoicing Workflow
Saves posted invoice PDFs to SharePoint (Year/Month/Day), applies guardrails, and supports a daily consolidated print process.
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Power AutomateBusiness CentralSharePointPDF