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
- Receive a scheduled trigger.
- Retrieve and validate source data.
- Refresh reporting outputs.
- Notify relevant stakeholders.
Add a workflow image and real before-and-after results when ready.
Tools & technologies
Power Automate, Excel, SharePoint