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Workflow Automation

Automate routine tasks with SharePortals Automation or Microsoft Power Automate

Eliminate manual handovers and reduce errors by automating the way records and documents move through your organisation. SharePortals provides an in-built workflow engine. For more sophisticated workflow and integration tasks use Microsoft Power Automate.

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Streamline Daily Operations with SharePortals' Workflow Tools

  • Automatically trigger or manually launch workflows against a record or document.

  • Trigger tasks, actions or approvals across Microsoft 365 apps.

  • Guide users through linked records and multi-step processes.

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The Key Benefits of Automated Workflows Through SharePortals & Microsoft 365

SharePortals brings together all of your client data together with your email communications, so your client-facing teams can access everything they need, without switching tools.

Save time by removing manual steps from your workflows and processes with bespoke automation.

Efficiency

Ensure every record benefits from the correct workflow and teams follow the right processes.

Consistency

Run workflows across multiple records and teams effectively and efficiently.

Scalability

Use Microsoft 365 Power Automate or SharePortals depending on complexity.

Flexibility

Unsure if SharePortals is right for you?

Try the free version in your Microsoft 365 tenant to see how it can streamline workflows and improve visibility across your business.

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