Each company must produce invoices for their services and each invoice must be delivered to the client. Most companies have employees who are doing both tasks manually, first they create an invoice and then they send it by email to the customer. As with most other repetitive tasks, we can use Power Automate and SharePoint to automate one of those 2 tasks and that is, sending invoices by email. We just need to set up some rules, set up a SharePoint site as our data source and implement a Power Automate flow which will handle the process.
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Use Power Automate & SharePoint to Automate Invoice Sending
Instructor: Daniel Gregurić
2,019 already enrolled
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(17 reviews)
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What you'll learn
Use SharePoint for storing invoices and customers data
Create Power Automate flow for invoice sending automation
Skills you'll practice
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Only available on desktop
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About this Guided Project
Learn step-by-step
In a video that plays in a split-screen with your work area, your instructor will walk you through these steps:
Project introduction
Create a SharePoint site and list
Set up a SharePoint list and document library
Create a Power Automate flow for getting customer information
Update the Power Automate flow to send invoice and update SharePoint
Recommended experience
At least 1 year of business experience and being familiar with Excel formulas.
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Skill-based, hands-on learning
Practice new skills by completing job-related tasks.
Expert guidance
Follow along with pre-recorded videos from experts using a unique side-by-side interface.
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Available only on desktop
This Guided Project is designed for laptops or desktop computers with a reliable Internet connection, not mobile devices.
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Reviewed on Aug 18, 2023
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