Five Power Platform Automations Every SMB Should Consider

Power Automate is one of the most underutilised tools in the Microsoft ecosystem. Here are five automations with immediate ROI.

1. Invoice and Document Processing

Automatically extract data from incoming invoices using AI Builder and route them through an approval workflow — no manual data entry required.

2. New Employee Onboarding

Trigger a complete onboarding sequence when HR adds a new starter in Dynamics 365 or SharePoint — provisioning accounts, sending welcome emails, and assigning training.

3. Customer Feedback Collection

Automatically send satisfaction surveys after service interactions and aggregate the results into a Power BI dashboard.

4. Approval Notifications

Replace email chains with structured approval flows for expenses, leave requests, and purchase orders.

5. Data Synchronisation

Keep your CRM, ERP, and marketing tools in sync automatically — eliminating double entry and data inconsistencies.