Automate Your Business Process Quickly Using Low-code Plugins
Today, modern business practices demand efficiency. Business Operators are therefore looking for new ways to increase the productivity rate and involve new methods of automating basic operations. According to professionals, this scheme of affairs will help them streamline operations and meet the increasing demand of high-rate workload
Low-code plugins are the solutions that the have been wishing for since ever. It is the best and powerful mechanism that will help them operate complex business systems in less time.
For this, we are presenting you in this blog a real time user end example of a business operator, Mona. Mona wants to familiarize us with low-code plugins and how they can be used to optimize workflows.
Mona is guiding us how she applies low-code plugins as a solar panel company’s business operations manager to automate sending thank-you email to customers after orders are submitted at the website portal. She is demonstrating a real example of how technology can be employed to make work easier. In this journey, she is using the power of low code plugins in attaining automated goals to ease her task for her.
Mona’s case study will enable us to comprehend why we should prefer using low-code plug-ins when automating business operations which takes more time when done manually. They also help reduce errors and minimize manual tasks, increasing efficiency. Also, this study will demonstrate the flexibility of these plugins and the potential of customization they possess which we can use to adapt them precisely according to our needs.
Introduction to Low-Code Plugins
Low-code development platforms have significantly impacted the software development industry in recent years. They have transformed how applications are built even to the extent that users can make ready-for-use programs with minimum manual coding. The most important thing about low-code platforms is that they hasten development and enable fast prototyping and time-to-market. One of the remarkable features of these platforms is their collection of pre-built modules, such as plugins, modules, and APIs, which can be easily amalgamated into an application to expand its capabilities. Such pre-built components improve overall functionality and significantly reduce development time so developers can concentrate on creating new app features and functionalities. Low-code development platforms have made software development in a democratic manner where businesses from different industries and sizes can quickly develop, deploy, and publicize various software solutions without much knowledge about coding.
Mona’s Objective: Automating Thank-You Emails
As a business operation manager, Mona monitors various aspects of the solar panel business operations. Her work tasks include order management and customer communication. One of her targets is to make this process a less manual process that would automatically send thank you emails for any order submitted. However, this process is traditionally time-consuming. Also, if she tries to do it manually, she will have to invest resources and intensive interventions. Her goal is to look for an alternative option taking less time and resources. As the low-code plugins continue to gain significance in the field, she thinks of deploying them to solve her issue, automate her business operations and make them more efficient. the low-code plugins continue to
Mona logs into the Dataverse accelerator app, an extraordinarily platform for rapid application development. Within the app, she navigates to the plugin creation module, where she finds a simple and efficient user interface. Mona can create automated plugins by following some straightforward steps.
Steps for Creating the Automated Plugin
To get started, she follows the following simple steps:
- She starts the database accelerator app
- She adds the name of the plugin
- She named it as “SendEmailonOrder”
- She selects the table name in which the orders are created.
- Then she selects the event “Create “as this plugin needs to be fired every time an order is submitted on the portal.
- Lastly, she types in the formula in the formula box. The “xsend” email function lets her pick the email template that she had previously stored in the email template table, as well as the send email address from the system user’s table.
- She has now successfully saved the formula.
- To verify if this worked, she goes to the sales order app and manually enters the sales order record and hit save.
- Now, she goes to my activities app and sees that the email has successfully generated. Look how easy it is to automate a business process within few minutes.
Every time a new order is placed, the process of automating is started, which ensures that the work is done on time. By using such a trigger, Mona has set up her application to be responsive to any changes made regarding order submission.
One critical step in automating this process is plugin formula configuration. Mona uses the powerful email messaging function “send an email” to configure this email plugin. She runs business operations, and as an automation expert, she wants to accelerate the process of sending messages through emails using the system. It makes it easy for Mona to combine email templates saved in an email template table.
She wants to be professional and meet the company’s standards. So, Mona carefully selects the email address from the system user’s table. She did this to ensure the emails were sent from an authorized sender. This step adds an extra layer of security and trust. It will ensure the recipient knows the email is legitimate and not spam. Mona’s attention to detail and expertise in the ‘send email’ function is crucial to the automation process. It has the main purpose of ensuring the system is efficient, effective, and secure.
Validation and Testing
Mona is a responsible employee of the company. She has configured a new plugin to accelerate business processes. Mona can only let this plugin go to user ends after testing it first. To test the uploaded plugin’s functionalities, she duplicates an actual situation and manually enters a sales order into the sales order application. After finishing the entry, Mona saves that record and goes to the “Sales Order” app to verify if the thank you email was generated.
Mona is happy to see this mail. She feels excited because the configuration has been completed successfully. It shows how smooth the automation process was. Now, Mona is in a state to confirm that everything was right with this plug-in. This eases her worries about using it to optimize business operations, making her work more relaxed. Her enthusiasm for sharing this good news emanates from her intention to let them know before anyone, including the management team, can do so. This will be seen as a way of increasing productivity as well as efficiency within this organization on a general basis. Once such a plugin is implemented by Mona’s hard work and commitment thereunto, she will have done nothing but assure herself of no goals being missed over time.
Conclusion: Empowering Businesses through Automation
Summing it up, Mona’s journey is an example of how you can transform the potential of low-code plugins in automating business processes. By using the Dataverse accelerator app, Mona created and deployed an automated plugin within minutes. It saved her time and increased her productivity. As businesses continue to grow, they must accept the digital transformation. The role of low-code development platforms is getting increasingly prominent. It empowers users to innovate and optimize their workflows. It is becoming easy for businesses and operation managers like Mona to move to new levels of efficiency and competency through continuous refinement.
Thank You
In the end we would like to Thank you for staying attuned to us while we conversed this interesting case study. We hope you tried out this demonstration of plug-in automation using low code. If you wish to hear more examples from our side or need assistance implementing low-code solutions in optimizing your workspace operations, do not hesitate to contact us. It will be a pleasure for us to be your guide on your trip to digital innovation.
Mona was just one study; we have more in stock, and we know you want more of such studies and guidance too to help and support you. Feel free to contact us if there is any further inquiry or assistance in implementing low code for your organization. We feel pride in guiding our clients and appreciate the learners’ asking questions. Looking forward to hearing from you on this.
