Modern document management with integrated workflows

Since the advent of classic workflows, SharePoint and Microsoft 365 apps have evolved to provide attractive, flexible and higher-performance experiences. Modern experiences in SharePoint integrated with Docubird promote document security and improve employee productivity and collaboration.

The integration of Microsoft Power Automate into Docubird helps users and companies to receive notifications, collect data and streamline and automate approval processes via automated workflows.

This can be used, for example:

  • Initiate approval of, for example, a purchase order or a quotation when a new file is added from Docubird to a library.
  • Send an e-mail when a new item is created in a list.

Modern approvals with Docubird workflow

Approvals are the most common workflow scenario when it comes to automating business processes in SharePoint. Approvals can be streamlined for data in SharePoint, Dynamics 365, forms, SQL, and more. You can create approvals in your workflow and display sent and received requests in a unified action centre. With Power Automate approvals, users can customize flows and create approvals for the following types:

  • Single approvals
  • Sequential approvals
  • Parallel approvals

SharePoint approvals, such as page approvals, document approvals and hub link approvals , are all integrated and powered by Power Automate streams, giving users the convenience of easily executing the business process for each of the approval scenarios.


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