Top 3 Benefits of Syntex and Power Automate Integration

Power Automate and Microsoft Syntex integration can bring significant benefits to organisations seeking to automate content-related processes and enhance productivity. Today, we take a look at some of the top benefits of integrating these solutions. 

The author of this page: Conall O'Kane
Conall O'Kane, Practice Manager - Modern Workplace Oct 26, 2023

Microsoft Syntex is an AI-powered intelligent document processing (IDP) tool that helps organisations transform how documents are processed, managed and stored in the cloud. Integrating Microsoft Syntex with Power Automate, Microsoft’s dynamic automation platform, can further enhance content management processes in your business. Below we explore the top 3 benefits of Syntex and Power Automate integration. 

Streamline Document Processing

Although Microsoft Syntex provides a certain level of automation as a standalone solution, Power Automate enables businesses to automate more complex content processes and further streamline document processing. Syntex is designed to automatically classify, extract, and tag content from documents using AI, a feature that allows information to be processed and categorised rapidly. With Power Automate integration, you can create automated workflows that trigger actions based on Syntex-extracted data, further streamlining document processing by reducing manual data entry. Saving valuable time and reducing the risk of human error.  

Using Power Automate’s powerful Robotic Process Automation (RPA) technology, the extracted content and metadata can be used to automatically route documents for approval based on predefined rules. You can set up approval workflows for invoices, contracts, or purchase orders, ensuring they follow the correct review and approval processes. For contract renewals, you can set up a workflow where contract approval leads to the relevant information being posted directly to a tab for payment processing. Alternatively, rejected contracts can be automatically sent to the relevant team for further analysis. A capability currently available for preview, organisations can automate document generation using predesigned templates, simplifying how you create business content. 

Strengthen Compliance and Governance

Compliance and governance are critical aspects of content management. Syntex can automatically classify and tag documents according to compliance requirements. When coupled with Power Automate, you can create workflows that enforce compliance policies, such as retaining, archiving, or securing sensitive documents. This helps ensure your organisation meets regulatory requirements and reduces compliance-related risks. 

Future-Proof Document Management

Integrating Syntex and Power Automate enables you to capture and process data from documents at scale. This data can be used to gain valuable insights and report on content trends and document processing efficiency. You can set up automated reporting workflows to deliver key metrics and analytics to managers, helping them make data-driven decisions and optimise content-related processes now and into the future. 

If you would like to learn more about Power Automate and Microsoft Syntex integration, contact one of our solution experts today. 

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