Automation in planning & reporting system for a global automotive player
Matasma engaged with one of the leading automotive player to build their automated planning & reporting system, bringing in zero-distance to decision making
Challenges
- The planning system did not support real-time email notifications, creating challenges in automating travel request approvals and communication
- The planning system could not send multiple emails simultaneously, causing delays in notifying managers and teams about pending requests or approvals
- Without real-time notifications, users experienced delays in team communication and approval workflows, leading to inefficiencies in the process
Our Approach
- Used Power Automate to create custom connectors with the planning systems REST APIs, enabling data integration and automating email notifications, addressing the challenge of the planning system's inability to support real-time notifications
- Performed data transformations and applied styling in Power Automate to ensure correct formatting, clarity, and effective communication for pending requests or approvals
- Built trigger for email notifications through the Outlook Server connection in Power Automate, automating the process based on travel type and employee location to streamline approval and communication
Delivered Outcomes
- Automated email notifications for travel requests, improving communication efficiency
- Real-time email triggers, based on travel type and employee location were successfully implemented
- Streamlined approval and communication processes, reducing delays in travel request handling
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