This is a complex process involving multiple steps and stakeholders. Visualize complex customer feedback processes: The new director of customer success at a national healthcare organization uses Visio to sketch a workflow that automates tasks associated with the organization’s customer feedback/complaint process. The manager exports the resulting diagram to Power Automate, which seamlessly connects the different apps and automates the added actions.
The manager adds a trigger for when a new employee is added to the main onboarding list in SharePoint, then adds two actions: update the company’s organization data in Excel and schedule a meet-and-greet call on the team’s Outlook calendar. With a familiar and intuitive experience in Visio, he’s able to easily map the shapes to the right Power Automate connectors and choose from hundreds of triggers and actions for each process step. The manager selects an existing business process diagram and quickly modifies it using BPMN basic shapes.
Here are just a few use cases to spark ideas for your company.Īutomate employee onboarding tasks: An HR manager uses Visio to create a workflow for new employee onboarding. Export to Power Automate can help users in a variety of roles across industries. Our support page gives you even more specifics on Export to Power Automate, including detailed steps for using it. With a single click, you can export your diagram to Power Automate, then supply parameters to activate it. You can use Visio’s sharing and commenting capabilities to collaborate with multiple stakeholders and arrive at a complete workflow in little time. Use built-in Business Process Model and Notation (BPMN) stencils to create your diagram, modify it with out-of-the-box Visio shapes that conform to Power Automate parameters, and input Power Automate triggers, actions, and connectors to finalize your diagram. The public preview announcement blog has all the details about this feature, but as a quick recap, you can easily export new or existing business process diagrams from Visio to Power Automate. We are announcing that Export to Power Automate is generally available to all Visio Plan 2 users through the Visio desktop app. Export to Power Automate is a new, efficient way for you to design business workflows in Microsoft Visio and then export them to Power Automate. Enabled forĪdmins, makers, or analysts, automaticallyĮarlier this year, we released Export to Power Automate for public preview. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans. For the latest documentation, see Microsoft Power Platform product documentation. This content is archived and is not being updated.
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