Learn the popular Expense Claim approval process in under 2hrs and it’s integration w/MS Forms, SharePoint and PDF!
What you will learn
Create a fully functional Claim Expense process workflow.
How to create SharePoint Lists and update Document Libraries.
Update Excel Files in OneDrive.
Understand how approvals work in an automated workflow.
Work with attachments that are submitted through a form.
Description
In this fast paced Power Automate Crash Course – you will watch me automate the ever so popular Corporate Expense Claim process that every business has today. From start to finish, I will build a form that collects the expense claim data with an attachment, submit the data to Excel and a custom SharePoint List.
I will then have the automate build the word expense template with the form data, turn it into a PDF and send it off for approval to the apprioate departments. Then I will show you how to handle those PDF Receipts that get submitted too!
The topics I will touch on in this crash course:
- Create Items in SharePoint.
- Create a form using MS Forms.
- Copying and update file properties in SharePoint
- Update Excel files located in your OneDrive.
- Convert Word to PDF without using Premium connectors!
- Work with approval action steps.
- Work with attachments.
This course in intense, fast and it gets the job done. This course was designed for experinced Power Automate users or someone familiar with the Power Automate environment. By the end of the course you will have a fully functional expense claim workflow that is ready to deploy to your users via SharePoint Online, MS Forms or Teams channels.
So if you have been looking for a quick course to show you want Power Automate can do for you then sign up for my Power Automate Crash course and you won’t be dissappointed!
Your Instructor
Robin Solonenko
Content