At InsightEdge Analytics, we believe that time spent on repetitive manual tasks is time taken away from strategic thinking and growth. That’s why we specialize in workflow automation solutions using Microsoft Power Automate and Excel – designed to eliminate human error, improve consistency, and free your team to focus on what matters most.
Whether you’re in finance, operations, sales, or service delivery, we help you automate the everyday so you can achieve the extraordinary.
We have complied a few common workstreams InsightEdge can help you streamline.
Automate sending payment reminders or account statements to clients: Many hours are used by employees just to send monthly email payment reminders or account statements to clients. With Power Automate, you can automate this process and save tens on hours in a year.
Data Collection: Many a times you need to extract data from a website to Excel so you can perform some analysis or report on it. With Power Automate you can extract Websites or form responses form responses.
Data capturing: You can automate capturing on data into various ERP systems. This could be data from one ERP system to the other or from a word or excel file.
File Management: Automatically rename and sort files into folders based on metadata (e.g., invoice dates). Convert files (e.g., Word to PDF) and send them to designated recipients.
Document Generation: With Power Automate you can generate PDFs from templates (e.g., invoices, certificates) using Excel or Word data, email or archive generated documents automatically, stamp documents with approval dates or digital signatures, save emailed statements to OneDrive, rename them, and log them in Excel or schedule automatic emailing of PDF financial reports to department heads.
Save all internal incoming email attachments to a specific folder: Sometimes you need to just save email attachments for easy reference. With Power Automate