![]() The process of payroll occurs every 2 weeks. Let’s say that I, as an accountant, have to input a journal entry for a payroll transaction as soon as payroll has been submitted and accepted. ![]() So how would we put Planner and Flow together to create recurring tasks in Planner? Lets use an example to demonstrate this process. The team member (Jane) adding the file would be the trigger, and the emails that get sent out because of that trigger is the action (that can be managed and customized in Microsoft Flow by users). An example of a trigger would be if a team member (let’s call her Jane) adds a file to a certain folder on her team’s SharePoint site, that would be the trigger that starts an action for every team member to receive an email with a templated response explaining that, Jane, has added a file to SharePoint. Triggers are actions that begin a flow of business operations that results either one more actions being performed. ![]() This allows normal users to be able to automate simple but time consuming and constantly recurring tasks without the need for software developers or even writing a single line of code.įlow works on the basis of triggers and actions. Microsoft Flow is a cloud application (working across desktop and mobile devices) that allows users to automate manually created logic across multiple applications (Office 365 apps, SharePoint, G Suite, salesforce, etc) whether that is modifying files, creating appointments or reminders in Outlook, emailing certain team members upon modification of a document stored in SharePoint, etc.
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