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Hi all,
New to the Automate application, but keen to understand its use and benefits. Apologies if this is the wrong forum for this, however have a request to compile different information from different employees into one document, and wondering how this could be achieved.
Basically, I'm looking to use the automation tool to:
1. Create a new Excel file
2. Request information from one employee (via notification)
3. Employee populates information into a form or dialog box (not sure if Excel or Forms)
4. Notification then goes to another employee
5. Another employee enters information into the same form (as in step 3)
6. Once this is completed, notification goes to another employee to advise all data is input.
If anyone could give me some advice or tips on where I could look into the above, it would be greatly appreciated!
- Jason
Hi @Anonymous ,
Your requirement could be achieved within microsoft flow, and you could take a try to create the flow.
For the notification part, you could take a try with the "Send an email with options" action and the user could reply to the email with option after the information is populated.
Please take a try to create the flow and feel free to ask here if you have any problems.
Best regards,
Alice
Community Support Team _ Alice Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
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