Microsoft Power Automate

Power Automate

Microsoft Power Automate

In the past, association management has involved a huge amount of redundant, administrative tasks. Your team would have to spend a large percentage of their uptime on drudgery. And this is just to keep the ship afloat. It does nothing to boost member engagement or move the business forward. 

But now, Impexium’s offers association management software with the tools to automate and get back your time. Impexium leverages Microsoft Power Automate to help your association streamline your operations, saving you and your team time and energy along the way. So you can focus on what matters most: membership engagement and growth.

Incorporating workflows and automation into your daily business practices enables you to meet your members’ technology expectations and make the member experience more consistent overall.

How Does Automation Benefit Your Organization?

Leveraging workflow and automation with Impexium delivers your association clear advantages.

Automate Repetitive Tasks

Automating repetitive tasks frees up time for everyone on your team. In addition to lightening their mental load, automations will allow your team to get more done in less time, reducing operational costs across the board.

Common automations include:

  • Setting supply chain and shopping-cart functions
  • Generating meeting schedules
  • Sorting and responding to emails
  • Automatically copying files as PDF’s
  • Scheduling emails for specific, time-zone sends
  • Generating and sending reports
  • Backing up files

With these repetitive tasks running as automated operations, everyone in your association is better able to focus on what really matters.

Improve Member Experience

Impexium allows associations to make the member experience more consistent. With automated onboarding processes, invoicing, renewal notices, and more, you can ensure that your association meets members’ expectations. And continues to do so for the foreseeable future.

Boost Member Engagement

Even if your association has a lot to offer, if you don’t keep your members informed about the value of their membership, you risk losing them. That’s why improved communication through automated workflows is one of the easiest and least labor-intensive ways to boost member engagement. 

Impexium + Microsoft Power Automate allows you to automate workflows that will keep your association at the forefront of your members’ minds—without losing your own. 

Impexium + Power Automate = Streamlined Systems

Now, you can create automated workflows to connect Impexium to other services to get notifications, synchronize files, collect data, assign tasks, and so much more. 

Depending on what you need, there are different types of workflows you can create:

New Member Onboarding

When new members join your association, automation can take the lead, guiding their first steps and helping them learn how your association’s system works. 

The more quickly new members learn to access resources and engage with self-serve options, the more quickly they’ll feel connected to the association and the longer they’re more likely to stay. 

Automatic Emails with Responsive Triggers

From the moment new members onboard, automation can begin shepherding them, sorting them into lists and sending them member-specific emails, keeping them informed, in the loop, and engaged. 

In addition, with drag-and-drop tools, you can quickly set triggers that will respond automatically to members’ behavior. This increases the probability that each member will get what they need to stay informed and engaged. 

Certification Processes

Member applications—especially those including educational background, certifications, and employment history—can prove quite tedious and time-consuming to manage. That is, unless the bulk of the process is automated. 

Plus, you can set up your system to automatically track certain member behaviors and mark milestones—which in turn can alert you and trigger subsequent automated responses.  

While not every certification process can be fully automated with no human oversight, a large chunk of the work can be automated, allowing you and your team to focus on the aspects of running your association that would most benefit from your direct engagement. 

How Microsoft Power Automate Works

Part of the Microsoft Power Platform, Power Automate allows your association to build automated processes that can boost your efficiency exponentially. Rather than relying on manual systems to get things done, you can set up automations and allow them to do the heavy lifting on your behalf. 

And we’re not just talking about individual operations. With Microsoft Power Automate, it’s easy to build entirely AI-driven workflows. No more squandering brainpower and man hours on simple but repetitive tasks. Microsoft’s AI Builder empowers low-code/no-code users to create end-to-end processes to streamline your daily operations and free you up to focus your time and energies elsewhere.

Connect Your Technology and Automate with Flows

Flows are the processes you set up to automate your business in Power Automate. They help you take redundant, manual tasks and turn them into automations that you can set and forget.

Flows are incredibly flexible. You can use them to integrate applications across your technology. There are three types of flows:

  1. Cloud flows
  2. Desktop flows
  3. Business processes flows
1

Cloud Flows

Cloud flows give you the power to set up automations between cloud-based services. This includes any software served online. With hundreds of connectors, you have the power to generate heavy-hitting automations. Cloud flows have a logic-based designer that makes it easy to set up an action and a sequence of events you’d like to follow from that action without code.

Also, Microsoft Power Automate comes with thousands of pre-built templates. With a few clicks, set up integrations between popular cloud apps.

2

Desktop Flows

If you’re using legacy, non-API systems, you can still use Power Automate with desktop flows. Using an intuitive drag-and-drop interface, you can set up automations with hundreds of pre-built actions. 

Desktop flows also includes an option to use a desktop and web recorder to record actions like mouse clicks and keyboard typing. These recordings can then be added to Power Automate’s visual designer and automated.

You have the options to run your desktop flows manually, on a schedule, or nested in a cloud flow.

3

Business Processes Flows

Automate your association’s business process. Business process flows take layered, guided processes and turn them into consistent, automated tasks.  

Leverage Your Flows with These Powerful Tools

AI Builder

With the power to build and publish AI models with a no-code interface, you can improve and expand your business processes. And then quickly integrate your innovations into your business with flows.

Document Automation

Associations can now free themselves of the need to process hundreds or thousands of documents. This includes invoicing and payment processing, which can now be streamlined and automated.

Process Advisor

Process advisor serves as a tool to help you identify ways in which you can improve your association’s processes.

The Impexium Advantage

Impexium’s AMS empowers you to make data-informed decisions to keep members engaged and delighted and help your association thrive. 

Ready to streamline operations and bolster your member experience? Request a demo today and see how Impexium’s integration with Microsoft Power Automate can streamline your association’s operations and give you and your team time back.