NZ's largest locally owned life insurer champions adviser learning and good outcomes for customers
Streamline repetitive tasks by creating automated workflows; it’ll save you time and let you focus more on what you need to.
With Power Automate, tasks like data entry, data collection, sign-offs or approvals and status updates instantly become more efficient. The proof is out there - in the Forrester Total Economic Impact study, PowerApps and Power Automate resulted in 362% increased ROI, 70% reduced development costs, and 15% increased business process efficiency.
Automate workflows between your apps and services to sync files, get notifications, collect data – and so much more – all in the cloud.
Seamless integration into your Microsoft apps
Get your workflows up and running in no time.
Hundreds of connections available
Connect to more than 220 services and manage data from cloud or on-premises sources. Use out of the box data sources including Office 365, LinkedIn, OneDrive, SharePoint, SQL Server, DropBox, Facebook and Twitter.
Quick and secure automation at scale
A no-code guided experience and cloud-based data loss prevention, identity, and access management services.
Set up anywhere, anytime
Create a flow and perform administrative tasks from your desktop or the Microsoft Power Automate mobile app.
Create intelligent workflows
Automate time-consuming manual tasks with built-in AI capabilities, freeing up time to focus on strategic, high-value opportunities.
Power Automate makes day-to-day business processes simpler, quicker and far more efficient.
Enable Consistent Processes
Follow the same steps every time by creating a business process flow. Use it for customer service requests, invoice approvals and lots more.
Create, use and share automated approval workflows for swift response and request processing - everything from time off and travel plans to documents and sales opportunities. Make decisions in your workflow, like running an action only when certain conditions are met.
Secure your data
Securely connect to on-premises data and cloud-based services. Prevent sensitive data from leaving your company using built-in or customised data loss prevention policies.
Many organisations will manually process new employee information, including the IRD Tax Declaration form - but there's an easier way using Power Automate:
1. New employees complete the IRD Tax Declaration form.
2. This IRD Tax form is uploaded into a private SharePoint site.
3. A flow is executed that will review and extract the data – either handwritten or digitally typed, and store that data against a Contact record in a model-driven app. This model-driven app can live in either Dynamics 365 or the Common Data Service [CDS].
This is all possible with AI Builder Form Processing, where an AI Model is trained to analyse and detect data from fields in the scanned IRD Tax Declaration forms. Using flow in Power Automate, the information is automatically extracted and stored with other employee information.
Take a look at the video below produced by Theta's Power Automate pro, Elaiza Benitez.