- Say for example the Finance Team is using Excel, but the Operations Team is using Process Street. How does the handover happen?
- You create a continuation of processes when the Finance Team has completed their part in Excel, and the Operations Team will be notified when it’s ready for them to look into the Workflow Run.
Here’s a video showing a quick demo and setup instructions on how you can create a “button” in Excel for users to click on it when they are ready to handover. Clicking that “button” would run a Workflow and kickstart the next process there.
Note: The video is a bit long, but feel free to speed up or jump to the relevant chapters you’re interested in.
What is involved:
- Excel & some formula
- Process Street Workflow Run Link
- Power Automate