Everyone could use more hours in a day and building workflows are an easy way to find efficiencies at work. Did you know you don’t have to be a workflow expert to use Microsoft Flow? With easy-to-use templates available and the “button” feature in Flow, it’s easier than ever to create your own way of working! I’m going to provide 5 simple ways that you can improve your personal productivity by getting to know the tools available to you in SharePoint, OneDrive, and Microsoft Flow.

1. 5 Simple ways to improve
business productivity
With SharePoint, OneDrive,and MicrosoftFlow
StephanieDonahue
Microsoft MVP

2. Stephanie Donahue
Owner, PAIT Group
My Focus:
Deployment Planning
Information Architecture
Governance
User Adoption
Running a business!
http://www.stephkdonahue.com
http://www.paitgroup.com/blog
@StephKDonahue
Owner, PAIT Group

4. © 2015 PAIT Group June 29, 2015

5. Discuss and demo ways to stop the email
madness
Discuss and demo ways to stop the
document hoarding
Find easier, faster, better ways to work!

6. We use email for:
Communications (Announcements)
Document storage (Contract Management)
Approval workflows (Hey will you review this?)
Historical reference (CYA)
Task tracking (What do I need to get done
today?)
Polls – Where should we go for the holiday party?
Surveys – Add an entry to this attached excel
spreadsheet
And on and on…..

7. Excuses:
Communications (Didn’t see it)
Document storage (No one else knows it exists)
Approval workflows (We have three people out on
vacation at once?!)
Historical reference (My replacement can’t find it)
Task tracking (Too many things to track, what are my
priorities? )
Polls – I compiled 6 answers – am I missing any?
Surveys – someone has to compile 15 excel
spreadsheets

10. #1 – Automate repetitive
tasks

11. The problem statement:
• Benefits info comes in to a
benefits admin with multiple
attachments, every time there is
a new client
• The admin has to validate the
documents and distribute
accordingly for approval

12. The ‘Modern’ Email enabled library

13. Demo

15. • Similar template “Save email attachments to SharePoint library” if
you don’t need the extra ‘review’ step
• Flows can run from modern or classic views, but the flow button
won’t show in the ribbon on classic
• Email signatures with a graphic will also add that graphic to the
library with your attachment
• Browse the templates to help you get started

16. #2 – SharePoint LasVegas style
(What goes to SharePoint,
stays in SharePoint)

17. Demo

19. #3 – Automate and track
reviews

20. Demo

22. • Flows can run from modern or classic views, but the flow
button won’t show in the ribbon on classic
• Make sure you’ve closed your document before you send for
review (good practice, but also it presents status update)
• Browse the templates to help you if your approval process is
more complex
https://flow.microsoft.com/en-us/templates/

23. #4 – Integrate with third-party
systems

24. Demo

26. #5 – Use Mobile Flow and
Buttons

27. Mobile Flows

28. Demo

30. • The Flow app has to be
installed on the mobile device
(and logged in) to receive alerts
• Demo to your users with
Apowersoft

31. • Combine native SharePoint functionality with Flow
to create easy business processes
• Use your mobile app for notifications, tracking,
AND building flows
• Look for third party integrations to help with things
like eSignature workflows

33. Follow #MicrosoftFlow on Twitter
Follow me at @stephkdonahue

35. • Flow integration with Planner and Teams
• Flow Button widgets for iOS and Android
• Flow integration with OneDrive for Business (First Release only)
• Coming Soon: Flow on Demand!

36. https://techcommunity.Microsoft.com

37. @paitgroup
linkedin.com/company/paitgroup
facebook.com/PAITgroup
www.paitgroup.com
@StephKDonahue
linkedin.com/in/stephkdonahue/
www.stephkdonahue.com
Thank You!