A missing clause in a legal contract. An untagged medical record. A financial report saved in the wrong format.
In regulated industries like finance, healthcare, legal, and government, document mistakes aren’t just frustrating. They’re risky. Every file, email, form, and report carries weight. And without control, oversight, or consistency, the cost of getting it wrong can be enormous.
Yet many organisations still rely on manual document processes: copying from templates, manually populating information, formatting by hand, and hoping nothing gets missed.
It’s not enough anymore.
Compliance demands more, and automation delivers it.
In high-stakes environments, these aren’t just inconveniences. They’re compliance failures waiting to happen.
With Microsoft Power Automate and Encodian Flowr, your documents aren’t just created faster. They’re created right.
Here’s how automation actively supports compliance and governance:
With Flowr, you can lock in:
Use case: A legal department automates NDAs from a single SharePoint form, ensuring every contract meets internal standards with no edits or deviations.
An action to get you started: Word – Populate
Useful tutorial:Â Populate a Word or PDF Document using Power Automate V2
Apply consistent metadata to every document:
Use case: A government agency generates internal policy documents with embedded metadata for archiving and compliance with retention laws.
An action to get you started: PDF – Set Metadata
With Power Automate and Flowr, every step is tracked:
Use case: A financial services firm automates regulatory reporting and archives a timestamped, versioned PDF for each report submission, making it fully auditable.
An action to get you started: Word – Manage Tracked Changes
Useful tutorial:Â Create and insert a document approval sheet using Power Automate Approval data
Flowr supports PDF/A format, the ISO standard for long-term archiving, which is required by many regulators.
Use case: A healthcare provider generates discharge summaries in PDF/A for secure, long-term storage and legal compliance.
An action to get you started: Convert – PDF to PDFA
Use case: A legal team prepares case documents with personal information redacted, automatically applying document security and delivery encryption.
Actions to get you started: Word – Secure and PDF – Redact
Useful tutorials: Secure Microsoft Word Documents with Power Automate and Redact Sensitive Data from PDF Documents in Power Automate
Patient communications, secure test results, audit-ready records
Monthly reporting, investment statements, regulatory submissions
Court documents, contracts, client-facing files
Citizen forms, official policy, long-term archives
Automation doesn’t just speed things up. It enforces consistency. It ensures:
That’s not just operational efficiency. That’s governance by design.
Encodian Flowr extends Microsoft Power Automate with over 200 specialised actions for documents, files, and data. It is trusted by thousands of organisations to automate high-stakes document processes securely, scalably, and in line with industry regulations.
Flowr doesn’t just automate documents. It protects them.
If your organisation operates in a regulated environment, compliance can’t be left to chance. The way you create, manage, and deliver documents needs to be deliberate, controlled, and consistent every time.
Document automation with Flowr and Power Automate doesn’t just reduce risk. It builds confidence.
The Ultimate Power Automate connectors
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