One analyst freed from filing a hundred subscription reports.
Document Library Automation
Before
1 analyst, every day
Now
Zero manual steps
The challenge
More than a hundred subscription reports arrived by email. Each had to be spotted, renamed to house standards and uploaded to SharePoint. Miss one and a critical report simply never arrived.
What we built
A Power Automate flow that watches Outlook in real time, picks up attachment based reports, applies the naming convention and files them into the right SharePoint library.
How it runs
- WatchPower Automate monitors Outlook continuously
- RenameHouse naming convention applied automatically
- FileReports land in the correct SharePoint library
The result
- 1 FTE
- Redeployed to analysis
- 98%
- Accuracy
- 0
- Reports missed
Built with
- Outlook
- Power Automate
- SharePoint
Run this in Professional Services
The same Workflow & report automation build, scoped to your sources and your reporting lines.