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Automation · Case study

Automated Reporting Workflow

A workflow that streamlines recurring reporting, notifications and data hand-offs.

Project overview

This example demonstrates how manual reporting steps can be replaced with a repeatable automation process.

Workflow

  1. Receive a scheduled trigger.
  2. Retrieve and validate source data.
  3. Refresh reporting outputs.
  4. Notify relevant stakeholders.

Add a workflow image and real before-and-after results when ready.

Tools & technologies

Power Automate, Excel, SharePoint