Use Case: Teams integration
Teams integration with Microsoft Power Automate
Send approval requests to Microsoft Teams from WorkflowGen forms using webhooks and Microsoft Power Automate
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Objective
To optimize high-frequency automated actions across multiple applications, such as ERP, CRM, and PLM systems, using WorkflowGen’s hybrid automation platform. The aim is to ensure seamless data exchanges and automated task triggering with minimal manual intervention.
Scenario Overview
In a typical manufacturing environment, maintaining continuous and accurate synchronization between Product Lifecycle Management (PLM) and Enterprise Resource Planning (ERP) systems is essential. Frequent updates to product specifications and versions require a reliable and timely data flow between these systems. By using WorkflowGen's agent-based automation, organizations can streamline the processing and synchronization of product updates, eliminating redundant tasks and minimizing human error.
Solution Outline
WorkflowGen can serve as the central orchestration hub for automating product updates between ERP and PLM systems. Agents monitor and trigger specific actions based on set conditions, such as new product creation, version updates, or modification alerts. These agents communicate with both ERP and PLM through API-based alerts or database triggers, enabling real-time updates and synchronized information across systems.
Agent-Based Automation for Data Synchronization
- Event Detection:
WorkflowGen agents continuously monitor the PLM database for product updates, including new versions or modifications. When an update is detected, the agent initiates a process in WorkflowGen to facilitate data exchange with the ERP system.
- Automated Data Exchange:
The WorkflowGen agent fetches the updated information and securely transfers it to ERP. Through API integrations, data is mapped and validated to ensure compatibility with the ERP schema, maintaining data accuracy throughout the process.
- Error Handling and Notifications:
In case of missing data or errors, WorkflowGen's process workflow escalates the issue to a designated team member for manual review. The agent sends detailed alerts, providing an audit trail and actionable insights for rapid resolution.
Periodic Product Modification Check
- Scheduled Checkpoints:
Agents can periodically check for modifications within PLM at set intervals, handling large data volumes efficiently and reducing processing time. This approach is especially valuable in high-turnover environments where product data requires frequent validation across systems.
- Automated Workflow Triggering:
When changes meet predefined criteria, such as significant product modifications, the agent triggers an update sequence in ERP, ensuring synchronization across systems without manual intervention.
Hybrid Workflow for Escalations and Approvals
- Human-AI Collaboration:
For sensitive or complex modifications that require additional review, WorkflowGen integrates human oversight. The workflow escalates flagged updates to a product manager, allowing them to review the AI agent’s assessment before making final decisions. This ensures routine updates are handled autonomously while reserving complex decisions for human review.
- Risk and Compliance Checks:
WorkflowGen’s hybrid approach also provides a compliance layer by integrating AI to perform regulatory checks where applicable (e.g., ISO standards in manufacturing data). AI cross-references changes against compliance guidelines, escalating any discrepancies to human reviewers as needed.
Benefits and Outcomes
- Improved Synchronization: Near real-time synchronization across ERP and PLM systems improves the accuracy and availability of product data.
- Operational Efficiency: Manual data entry tasks are minimized, allowing employees to focus on strategic initiatives. AI supports routine data validation and compliance checks without impacting critical decision-making.
- Scalability and Flexibility: WorkflowGen’s agentic processes scale to accommodate additional applications or increased data volumes, enabling organizations to adapt to growing operational needs.
This approach highlights WorkflowGen’s capacity to streamline high-frequency, complex actions across multiple applications with minimal manual intervention, using AI to enhance accuracy, compliance, and operational efficiency.
