Category Archives: Power Automate

Automating Business PDFs Using Azure Document Intelligence and Power Automate

In today’s data-driven enterprises, critical business information often arrives in the form of PDFs—bank statements, invoices, policy documents, reports, and contracts. Although these files contain valuable information, turning them into structured, reusable data or finalized business documents often requires significant manual effort and is highly error-prone. By leveraging Azure Document Intelligence (for PDF data extraction),… Read More »

How to Build Environment-Aware Flows by Fetching CRM Metadata Dynamically in Power Automate

Stop relying on OData workarounds and use a professional API-based pattern instead. When building flows in Power Automate, you often need environment-specific metadata like the CRM base URL, Dataverse environment URL, or Azure Tenant ID. These values are essential when sending automated emails, calling external APIs, generating dynamic links, or logging metadata for audit scenarios.… Read More »

How to Automate Image Descriptions with AI Builder in Power Automate

In today’s fast-paced digital world, automating repetitive tasks not only saves time but also significantly improves productivity. Microsoft now offers a powerful preview AI model that enables automatic generation of image descriptions using the AI Builder’s prebuilt Image Description model in Power Automate Flow. This smart tool analyzes your images and generates easy-to-understand, meaningful descriptions.… Read More »

How to Automate Document Signing with DocuSign in Power Automate

Introduction In an earlier Inogic post, “Streamlining E-Signatures in Multi-Step Forms with Power Pages and DocuSign Integration”, Our previous post demonstrated how Power Pages and DocuSign integration streamlines multi-step client data entry and signature workflow. In this article, we focus on the next step of how to use Power Automate together with DocuSign to automatically… Read More »

How to Auto-Fill Third-Party Web Forms Using Power Automate Desktop and JavaScript

In today’s digital workflows, teams across HR, operations, finance, and support deal with repetitive manual tasks every day. One of the most common inefficiencies is manually entering data into third-party web forms, especially when those portals do not provide APIs for direct integration. This repetitive work not only slows down productivity but also leads to… Read More »

How to Design Custom Approval Buttons in Outlook Email Using Power Automate (Step-by-Step Guide)

Microsoft’s standard approval emails make it easy to send and capture user feedback directly through Outlook. However, one major limitation is that when multiple users receive the same approval email, only the first response is considered, leaving others frustrated when they try to act on an already-approved request. To overcome this limitation and deliver a… Read More »

How to Automate Post-Case Resolution Surveys in Dynamics 365 with Copilot and Power Automate (Preview)

Exceptional customer service doesn’t end when a support ticket is closed. In many cases, the most insightful feedback comes after the resolution. Microsoft Dynamics 365 now offers a preview feature that enables organizations to automatically send satisfaction surveys to customers once a case is marked as resolved. In this blog post, we’ll walk you through… Read More »

How to Use the “Search Rows (Preview)” Action in Power Automate for Smarter Dataverse Queries

If you often build automation flows in Power Automate, you’ve probably used the “List rows” action to pull data from Microsoft Dataverse. It’s useful for basic data retrieval—but when your data grows or you need to search across multiple tables, it starts to hit limitations. That’s where the “Search Rows (Preview)” action comes in. It… Read More »

How to Reference Previous Prompts in Copilot for Power Automate Desktop: A Step-by-Step Guide

Building automation flows can be complex, especially when you need to repeatedly explain context or re-describe variables and actions to your AI assistant. But what if your AI companion could remember everything you’ve discussed and build upon previous conversations seamlessly? That’s exactly what Copilot in Power Automate Desktop delivers! Microsoft’s Copilot for Power Automate Desktop… Read More »