• Flow idea #5: Archive Project Emails (Advanced)

    Overview

    Emails are used a lot in project communication, so users want to be able to archive emails to ProjectWise so that they have all project information in a single location. This article demonstrates how task of archiving project emails to ProjectWise could be made easier by automation.

    We will create a flow that will periodically scan users Outlook 365 inbox for new project emails. It will store emails into folders…

  • Flow idea #4: Notify Reviewers and Approvers (Medium complexity)

    Scenario A design firm is working on a complex project. Project leadership decided to use ProjectWise workflows to manage review and approval process of project deliverables. Use of workflows will ensure that everyone in the project follows the same proce...