https://www.u-know.ai/assets/chapter11-Dw3mDMiD.js

1const e=[{id:"section-11",number:"11",title:"Workflows and Automations with Microsoft Power Automate",level:1,content:[]},{id:"section-11-1",number:"11.1",title:"U‑KNOW.AI Workflows and Automations with Microsoft Power Automate",level:2,content:[{type:"text",content:"With U‑KNOW.AI, it is possible to use Microsoft Power Automate to create workflows. The triggers and actions for Power Automate have been integrated down to the document type and Tag level, which makes the complete U‑KNOW.AI functionalities controllable via workflows."},{type:"text",content:"U‑KNOW.AI provides numerous templates for Microsoft Power Automate workflows that can be adopted by the user, see the following description."},{type:"image",src:"/images/docs/word/image253.webp"},{type:"text",content:"The execution of workflows and automations in U‑KNOW.AI is independent of the storage system, so for example, files can be stored on Google Drive via U‑KNOW.AI and controlled by a Microsoft Power Automate workflow."},{type:"text",content:"If the user requires support in the planning and creation of Microsoft Power Automate workflows, this can be requested via U‑KNOW.AI, which in turn will refer one of its partners. Inquiries can be directed to [email protected]."},{type:"text",content:"U‑KNOW.AI triggers and actions can be called directly in Microsoft Power Automate. The Microsoft-certified connector “U‑KNOW.AI”, which is publicly available, can be used for this."}]},{id:"section-11-2",number:"11.2",title:"Prerequisites",level:2,content:[]},{id:"section-11-2-1",number:"11.2.1",title:"Microsoft Power Automate License",level:3,content:[{type:"text",content:"The user who wants to create Microsoft Power Automate workflows needs at least a Power Automate Pro user plan and the corresponding permission in their Microsoft 365 account."}]},{id:"section-11-2-2",number:"11.2.2",title:"U‑KNOW.AI License",level:3,content:[{type:"text",content:"In relation to the storage system, a U‑KNOW.AI Business Professional license is required for the Connection for users who use the workflow for file management."},{type:"text",content:"For example, a workflow can be triggered in office management, which is executed when a user in the accounting department sets a specific Tag for the file in U‑KNOW.AI, and this file is then moved to another directory. The users who trigger this workflow require a U‑KNOW.AI Business Professional license. In this case, the users in the accounting department. For other users, for example, the controlling department, who have access to these files but do not edit them in this regard, a U‑KNOW.AI Business Basic license is sufficient."}]},{id:"section-11-3",number:"11.3",title:"U‑KNOW.AI Power Automate Triggers and Flow Actions",level:2,content:[]},{id:"section-11-3-1",number:"11.3.1",title:"U‑KNOW.AI Power Automate Triggers",level:3,content:[]},{id:"section-11-3-1-1",number:"11.3.1.1",title:"Trigger: When a FileTag is changed",level:4,content:[{type:"text",content:"This trigger must be passed a document type and a corresponding Tag as parameters. The flow is triggered as soon as the value of the corresponding Tag in the file changes."},{type:"image",src:"/images/docs/word/image254.webp"}]},{id:"section-11-3-1-2",number:"11.3.1.2",title:"Trigger: When a new document is uploaded via U‑KNOW.AI Smart Upload",level:4,content:[{type:"text",content:"This trigger must be passed a document type as a parameter."},{type:"text",content:"The flow is triggered when a file is uploaded via U‑KNOW.AI using the Smart Upload."},{type:"text",content:"Subsequently, all Tag values assigned to the document can be freely used for further flow actions."},{type:"image",src:"/images/docs/word/image255.webp"}]},{id:"section-11-3-2",number:"11.3.2",title:"U‑KNOW.AI Power Automate Flow Actions",level:3,content:[]},{id:"section-11-3-2-1",number:"11.3.2.1",title:"Flow Action: Update FileTags of a U‑KNOW.AI document",level:4,content:[{type:"text",content:"With this flow action, a document type and Tag values can be assigned to or updated for a file."},{type:"text",content:"After selecting the document type, the corresponding Tags are dynamically loaded as input fields for the flow action."},{type:"text",content:"Here, for example, the Tags of a document type for tagging photos."},{type:"image",src:"/images/docs/word/image256.webp"}]},{id:"section-11-3-2-2",number:"11.3.2.2",title:"Flow Action: Search for U‑KNOW.AI Documents",level:4,content:[{type:"text",content:"If documents are to be found based on Tags, this can be done with this action."},{type:"text",content:"The choice of document type is mandatory for the search. Subsequently, one or more filter operations can be added."},{type:"text",content:"Multiple filter operations can be connected with “AND” as an and-conjunction or with “OR” as an or-conjunction."},{type:"text",content:"Subsequently, all found files are output as an array, which in turn can be further processed in the flow."},{type:"text",content:"The following operators are available for individual Tag filter operations:"},{type:"text",content:"Equals: Search for files whose Tag content corresponds to the passed value for the passed Tag."},{type:"text",content:"Unequals: Search for files whose Tag content does not correspond to the passed value for the passed Tag."},{type:"text",content:"Contains: Search for files whose Tag content contains the passed value for the passed Tag."},{type:"text",content:"Less Than: Search for files whose Tag content is less than the passed value for the passed Tag."},{type:"text",content:"Greater Than: Search for files whose Tag content is greater than the passed value for the passed Tag."},{type:"image",src:"/images/docs/word/image257.webp"}]}];export{e as chapter11Sections};