In many organizations, different teams often use distinct tools tailored to their specific needs. For instance, while the Finance Team might prefer Excel for its robust data manipulation capabilities, the Operations Team may choose Process Street for its seamless workflow management.
This divergence in tools, however, can create hurdles in interdepartmental collaboration and process handover. Today, we’ll explore an efficient solution to bridge this gap, ensuring smooth transitions and enhanced productivity across departments.
Specifically, we’ll dive into a practical scenario where the Finance Team completes their tasks in Excel and needs to pass the baton to the Operations Team who uses Process Street.
To guide you through the setup, we’ve prepared a detailed video tutorial that covers everything from embedding the necessary Excel formulas to linking Process Street workflows with Microsoft Power Automate.
Although the video is quite long, you can easily navigate to the sections most relevant to your needs, or speed up the video.
Stay tuned as we break down the steps to integrate these tools, making your interdepartmental processes more synchronized and efficient than ever!
What is involved:
- Excel & some formulas
- Process Street Workflow Run Link
- Power Automate
