Get Real-Time Insights: Automate Reports with Power Automate
- Yiu Lung Jerry LEE
- 3 minutes ago
- 1 min read
The Story
Every Monday morning, Alex spends hours pulling data from Excel, formatting charts, and emailing reports. By the time the report is ready, the numbers are already outdated.
This week, Alex sets up Power Automate. At 6:00 AM, the flow runs automatically:
✔ Pulls data from Excel and Dynamics
✔ Generates a PDF summary
✔ Emails it to the leadership team—before Alex even logs in.
No manual work. No delays. Just real-time insights delivered daily.
Why Power Automate Matters for Reporting
Save Hours Every Week: Eliminate repetitive reporting tasks
Reliable, Error-Free: Automation reduces human mistakes
Always-On: Reports run 24/7, even outside office hours
Scalable: Handle multiple data sources without extra effort
Example Workflow: Automated Daily Report Delivery
Trigger: Scheduled flow at 6:00 AM
Steps:
Pull data from Excel or Dynamics 365
Generate a PDF summary report
Email the report to stakeholders automatically
Log the process for audit and compliance
Result:
Reports delivered before the workday starts
No manual formatting or emailing
Leadership gets real-time insights for faster decisions
Series-Wide Highlights: Why Power Automate?
Works 24/7, no breaks, no sick days
No emotional bias, no absenteeism
Scalable and cost-effective
Improves service quality and brand reputation
Business Impact
Faster Decisions: Real-time data drives agility
Lower Costs: Reduce manual labour and errors
Competitive Edge: Stay ahead with timely insights
Call-to-Action
Get insights without manual work—start automating now.
Contact MPS Consultants to design and deploy your first Power Automate reporting flow.
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