A document management process automation enables organizing, securing, capturing, digitizing, tagging, approving, and completing tasks with your business files.

For instance, Workativ’s document management process automation on Slack or Microsoft Teams app make it possible to access files, collaborate, track, and securely send sensitive content and information from anywhere there is an internet connection. It also gives users the ability to share very large sets of files securely via their mobile phones. Although accessibility and security were once viewed as mutually exclusive benefits of technology solutions, Workativ’s document management process automation brings each of these benefits together in a single functional solution.

With Workativ, employees can access and store office-related information on their own mobile devices, and from anywhere there is an internet connection with high security. So, what is Workativ exactly?

Workativ is a no-code platform for scaling your IT & HR support with AI-based self-service automation. Delivering remote support for employees is more important than ever and Workativ can help automate employee support with intelligent chatbot and process automation, out-of-the-box. Workativ can be added to any of your instant messaging apps like Slack or Microsoft Teams so that employees can self-serve their IT/HR issues, on-the-go, anytime.

If your business is using a document management software like Microsoft OneDrive, it is high-time you integrated it with Workativ to reap the benefits of automation.

By integrating Microsoft OneDrive and Workativ, you streamline your workplace IT support to connect employees, processes, and automations into a transparent workflow. Let’s take a look at some of the automations you get with Workativ and Microsoft OneDrive integration.

1.Get File Link

Going through a plethora of messages on your Slack and Microsoft Teams, trying to find that one file link that she/he shared with the team on your team’s channel… Just reading this alone is exhausting, right? Not anymore. Workativ’s Onedrive AI process automations makes it easy to retrieve a files’ link just by mentioning the file’s name and asking Workativ to bring it up for you. Sounds so simple, right?

2. Get Documents

Download documents and view them offline anywhere, anytime with Workativ’s OneDrive automation! You’ll just have to bring up Workativ on your Slack or Microsoft Teams app on your mobile device and Workativ will take care of the rest for you. Ask Workativ to retrieve a document for download and it will do that in a jiff! That’s Workativ’s magic for you.

With Workativ, you can connect multiple apps and set up an automation involving a synergistic workflow of tasks on those apps. Let’s take a look at some of the apps you can combine with Microsoft OneDrive using Workativ.

1. ServiceNow OneDrive Integration

With Workativ, you can set up a OneDrive and ServiceNow automation such that, in case the OneDrive automation doesn’t behave as intended, a ticket gets automatically created on ServiceNow giving the help desk team a head-up about the situation so that help desk agents can take over and look into the issue immediately.

2. Jira OneDrive Integration

You can set up a OneDrive and Jira automation using Workativ such that, whenever there’s an important product-related update to be shared with the dev team, after the product manager uploads the update document into OneDrive, it gets shared with the entire dev team via automatic Jira ticket creation by Workativ. Sounds so simple, right?

3. Office 365, OneDrive, Gmail and Slack Integration

Whenever there’s a new employee being onboarded, help desk agents can set up an automation on Workativ by integrating Office 365, Gmail, Slack and OneDrive such that, once the employee gets added to the company’s Office 365 emailing list, the employee guidelines document from OneDrive gets shared with the employee on their Slack channel as well as gets sent to the employees’ email id via Gmail by Workativ. This prevents the employee from going on a search spree on what are the company guidelines to be followed.

Now that we’ve seen the endless possibilities of what integrating Workativ and OneDrive and your other apps can do for you, let’s see how you can go about the same.

1. Workflow builder

Workativ assistant comes with easy-to-use no-code workflow builder to help you build simple to complex app-based automations for chatbot in minutes. Integrate chatbot with apps, use pre-built workflows from marketplace, approve requests, connect chatbot with on-prem apps and much more.

2. Chatbot Builder

Our easy-to-use no-code chatbot builder helps you build and manage simple to complex conversations, FAQs, integrate app workflows, and personalize your bot in minutes. Deliver autonomous workplace support with purpose built intelligent chatbots.

Now the benefits are enormous when it comes to integrating and automating OneDrive tasks with Workativ.

1. Free yourself from document disarray

Workativ’s document management process automation reduces the load on document management. Document management automation bypasses many steps that would otherwise be dependent on the document management software. Some of these steps include manually searching and retrieving documents or going through a plethora of messages to find a file’s link.

2. Microsoft OneDrive Employee Self Service

Workativ provides users with a holistic self-service interface for all of their IT needs. By integrating OneDrive with Workativ, end users can retrieve and view files with ease on Workativ’s OneDrive chatbot. This integration saves time and greatly enhances the user experience.

3. Allows you to automate repetitive processes

Repetitive OneDrive tasks like retrieving a document or a file’s link can be automated with Workativ so that employees have access to the required documents whenever they need, in office or on-the-road.

4. Creating a Synergy between your Apps

You can combine your other apps with Microsoft OneDrive creating an automated workflow that does much more with those apps in just a single run.

Liked what you read about Workativ? Try Workativ today by signing up for a FREE trial at workativ.com and experience the difference yourself.