Xpertdoc is now available in Power Automate
Starting today, if you are using Xpertdoc and Common Data Service (CDS) you now have the ability to execute Smart Flows from within Power Automate.
Xpertdoc provides a service similar to Power Automate but with a specific focus on Document Automation. It offers some of the same functionality and even uses the word “Flow” to describe it’s automation feature. What makes it different is the concept of templates and the Template Designer which allows you to put flow data directly into document contents.
At first launch, the Xpertdoc connector only provides the ability to get documents from a smart flow, download documents from an execution of a smart flow, and to execute smart flows.
Given the capabilities of Xpertdoc, we don’t expect a lot more here as you can do much of your work within the Xpertdoc flow UI.
Are you working with the Xpertdoc connector or are you exploring how to use it within Power Automate? I would love to hear about your experience. Send me an email with your questions or feedback. I’d love to hear from you and I promise I am a real, living (and friendly) person.
