Now Reading: From Excel to AI: Automating at Enterprise Scale – YouTube
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From Excel to AI: Automating at Enterprise Scale – YouTube
From Excel to AI: Automating at Enterprise Scale
Get featured on the show by leaving us a Voice Mail: https://bit.ly/MIPVM
👉 Full Show Notes
https://www.microsoftinnovationpodcast.com/757
Discover how automation and AI are reshaping enterprise operations through the Microsoft Power Platform. Joe Leo shares real-world use cases, lessons from scaling automation across 10,000+ users, and insights into integrating RPA, Power BI, and AI for smarter business processes.
🎙️ What you’ll learn
• Build scalable automation using Power Platform tools
• Replace manual checklists with real-time digital workflows
• Use canvas apps to improve data quality and reduce maintenance
• Integrate RPA with model-driven apps for centralised control
• Navigate career shifts and personal branding in a competitive tech market
👉 Chapters
• 00:23 From Excel Macros to Power Platform
• 05:14 Scaling Automation to 100,000 Users
• 06:28 Turning Clipboards into Canvas Apps
• 09:14 Real-Time Insights with Power BI
• 12:21 COVID Response in Two Weeks
• 13:17 Mission Control for Automation
• 24:51 Personal Branding in a Tough Market
✅ Highlights
• “Macros were the way to automate work before Power Platform.”
• “We had over 10,000 licenses… scaling to 100,000 users.”
• “Cleaning logs on a clipboard became a canvas app with photo uploads.”
• “200 Excel files emailed weekly—now replaced by a single app.”
• “We deployed to 1,000 users in two weeks during COVID.”
• “We created a model-driven app as a control station for automation.”
• “Instead of inbox triggers, we used canvas apps to cleanse data.”
• “Maintenance is the hidden cost—bots went offline mid-process.”
• “Power apps are agile—changes deployed during a single call.”
• “LinkedIn job posts get 100+ applicants in 15 minutes.”
• “You’ve got to articulate your brand in a few minutes.”
• “You can’t just build, deploy and forget—maintenance is ongoing.”
🧰 Mentioned
• Microsoft Power Platform – https://www.microsoft.com/en-us/power-platform
• UI Path – https://www.uipath.com/
• Excel Macros – https://support.microsoft.com/en-us/office/quick-start-create-a-macro-741130ca-080d-49f5-9471-1e5fb3d581a8
• Canvas Apps – https://learn.microsoft.com/en-us/power-apps/maker/canvas-apps/
✅ Find Joe Online:
LinkedIn: https://www.linkedin.com/in/joe-leo5/
✅ Keywords
automation, power platform, canvas apps, model-driven apps, power automate, rpa, ai integration, business process, power bi, data quality, career branding, enterprise tech
Microsoft 365 Copilot Adoption is a Microsoft Press book for leaders and consultants. It shows how to identify high-value use cases, set guardrails, enable champions, and measure impact, so Copilot sticks. Practical frameworks, checklists, and metrics you can use this month. Get the book: https://bit.ly/CopilotAdoption
🔴 Subscribe for all the latest Microsoft Power Platform News: https://www.youtube.com/nz365guy?sub_confirmation=1
🔴 Share this video with a Youtuber friend: https://youtu.be/ktrQAO7M964
✅ Recommended Playlist: Power 365 Show. Hear the latest from Senior Microsoft Staff – https://www.youtube.com/playlist?list=PLzf0yupPbVkqyy0tYMOozNcXsEdVn4sqh
✅ All our Microsoft Innovation Podcasts: https://www.youtube.com/playlist?list=PLzf0yupPbVkr6hhBH1cT4E3E8ceQt1S_z
✅ Let’s Connect:
Collaborate with me here – https://cloverbase.com
YouTube – https://www.youtube.com/nz365guy
Website: http://www.nz365guy.com/subscribe
LinkedIn – https://www.linkedin.com/in/nz365guy
X – https://twitter.com/nz365guy
Facebook – https://www.facebook.com/nz365guy
Instagram – https://www.instagram.com/nz365guy
Pinterest – https://www.pinterest.nz/nz365guy
I’m Mark Smith – nz365guy – Helping people reach their full potential
I have been a Microsoft Applications MVP for over 14 years. I am passionate about helping people reach their full potential, through training, coaching and mentorship.
Support the show (https://www.buymeacoffee.com/nz365guy)
If you want to get in touch with me, you can message me here on LinkedIn (https://www.linkedin.com/in/nz365guy) .
Thanks for listening 🚀 – Mark Smith
Get featured on the show by leaving us a Voice Mail: https://bit.ly/MIPVM
👉 Full Show Notes
https://www.microsoftinnovationpodcast.com/757
Discover how automation and AI are reshaping enterprise operations through the Microsoft Power Platform. Joe Leo shares real-world use cases, lessons from scaling automation across 10,000+ users, and insights into integrating RPA, Power BI, and AI for smarter business processes.
🎙️ What you’ll learn
• Build scalable automation using Power Platform tools
• Replace manual checklists with real-time digital workflows
• Use canvas apps to improve data quality and reduce maintenance
• Integrate RPA with model-driven apps for centralised control
• Navigate career shifts and personal branding in a competitive tech market
👉 Chapters
• 00:23 From Excel Macros to Power Platform
• 05:14 Scaling Automation to 100,000 Users
• 06:28 Turning Clipboards into Canvas Apps
• 09:14 Real-Time Insights with Power BI
• 12:21 COVID Response in Two Weeks
• 13:17 Mission Control for Automation
• 24:51 Personal Branding in a Tough Market
✅ Highlights
• “Macros were the way to automate work before Power Platform.”
• “We had over 10,000 licenses… scaling to 100,000 users.”
• “Cleaning logs on a clipboard became a canvas app with photo uploads.”
• “200 Excel files emailed weekly—now replaced by a single app.”
• “We deployed to 1,000 users in two weeks during COVID.”
• “We created a model-driven app as a control station for automation.”
• “Instead of inbox triggers, we used canvas apps to cleanse data.”
• “Maintenance is the hidden cost—bots went offline mid-process.”
• “Power apps are agile—changes deployed during a single call.”
• “LinkedIn job posts get 100+ applicants in 15 minutes.”
• “You’ve got to articulate your brand in a few minutes.”
• “You can’t just build, deploy and forget—maintenance is ongoing.”
🧰 Mentioned
• Microsoft Power Platform – https://www.microsoft.com/en-us/power-platform
• UI Path – https://www.uipath.com/
• Excel Macros – https://support.microsoft.com/en-us/office/quick-start-create-a-macro-741130ca-080d-49f5-9471-1e5fb3d581a8
• Canvas Apps – https://learn.microsoft.com/en-us/power-apps/maker/canvas-apps/
✅ Find Joe Online:
LinkedIn: https://www.linkedin.com/in/joe-leo5/
✅ Keywords
automation, power platform, canvas apps, model-driven apps, power automate, rpa, ai integration, business process, power bi, data quality, career branding, enterprise tech
Microsoft 365 Copilot Adoption is a Microsoft Press book for leaders and consultants. It shows how to identify high-value use cases, set guardrails, enable champions, and measure impact, so Copilot sticks. Practical frameworks, checklists, and metrics you can use this month. Get the book: https://bit.ly/CopilotAdoption
🔴 Subscribe for all the latest Microsoft Power Platform News: https://www.youtube.com/nz365guy?sub_confirmation=1
🔴 Share this video with a Youtuber friend: https://youtu.be/ktrQAO7M964
✅ Recommended Playlist: Power 365 Show. Hear the latest from Senior Microsoft Staff – https://www.youtube.com/playlist?list=PLzf0yupPbVkqyy0tYMOozNcXsEdVn4sqh
✅ All our Microsoft Innovation Podcasts: https://www.youtube.com/playlist?list=PLzf0yupPbVkr6hhBH1cT4E3E8ceQt1S_z
✅ Let’s Connect:
Collaborate with me here – https://cloverbase.com
YouTube – https://www.youtube.com/nz365guy
Website: http://www.nz365guy.com/subscribe
LinkedIn – https://www.linkedin.com/in/nz365guy
X – https://twitter.com/nz365guy
Facebook – https://www.facebook.com/nz365guy
Instagram – https://www.instagram.com/nz365guy
Pinterest – https://www.pinterest.nz/nz365guy
I’m Mark Smith – nz365guy – Helping people reach their full potential
I have been a Microsoft Applications MVP for over 14 years. I am passionate about helping people reach their full potential, through training, coaching and mentorship.
Support the show (https://www.buymeacoffee.com/nz365guy)
If you want to get in touch with me, you can message me here on LinkedIn (https://www.linkedin.com/in/nz365guy) .
Thanks for listening 🚀 – Mark Smith
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