Issue No. 62September 2017

New Productivity Tool from Microsoft

What is Microsoft Flow?

Microsoft Flow is a new cloud-based service from Microsoft that makes it practical and simple for line-of-business users to build workflows that automate time-consuming business tasks and processes across applications and services. 

You can now set-up a “Flow” to handle some of the basic tasks that you do manually throughout the day, allowing you and your employees more free time to work on more urgent line of business items.  Think of Flow as a simple algorithm that you set-up to make your day easier.  Example, if I am an important client meeting and receive an email from someone on my team, send them an Instant Message, and then create a Task around this message.  Or, you can set-up a rule that saves any documents that are attached to emails from ABC client, to a particular SharePoint folder or OneDrive account.  These are just a few examples.


What do I need to use Microsoft Flow?

To use Microsoft Flow, all you need is a web browser and an email address.

What browsers does Microsoft Flow support?

Microsoft Flow supports Microsoft Edge and the current versions of Chrome and Safari.

Which email addresses are supported?

Microsoft Flow supports email addresses that end with anything except .gov and .mil.

What services can Microsoft Flow connect to?

Microsoft Flow connects to more than 100 data sources out of the box, and we’re adding more all the time. Some examples of data sources and services include the following: – Outlook – Excel — SharePoint – Dynamics 365 – OneDrive – OneDrive for Business – Google Drive – Google Sheets – Trello – Twitter – Box – Facebook – – Mailchimp – Customer APIs

What are templates?

Templates are pre-built flows for popular and common scenarios. Using a template only requires you to have access to the services in the template and to fill out any required settings.

Example, these are some common templates that are used for Outlook: 


To learn more about “Flow” or if you would like to discuss other

technology efficiencies for your business.


Contact us at:

Phone: 858-952-5400