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Process Packs

Turn repeatable work into one controlled process.

Process Packs combine multiple theBRIDGE actions into reusable business workflows so users and automation can carry out consistent processing across Outlook, Teams, SharePoint and Work Items.

Repeatable Work

The same business process should not depend on someone remembering every step.

Rules + Process Packs

Rules decide when. Process Packs define what happens.

User-Initiated Processing

Run a complete business process when the user needs it.

Process Packs can be selected directly from Outlook when processing work. The user chooses a pack, reviews the actions and executes the entire sequence in one step.

Automated Execution

Let rules launch the right process automatically.

Rules = trigger logic. Process Packs = processing sequence.

Process Pack Configuration

Define the process once. Reuse it consistently.

Work Management

Keep the Work Item moving as part of the process.

  • Create or update a Work Item
  • Set category and status
  • Assign owner
  • Set response target
  • Apply metadata
Governed Processing

Make SharePoint filing and metadata part of the workflow.

Process Packs can include SharePoint filing as a configured step, so content reaches the governed record with the right metadata every time the process runs.

  • File emails and attachments to SharePoint
  • Apply metadata as part of the pack
  • Map email properties to document columns
  • Select destination library and folder
Explore Governance & Records
Document Processing

Include document conversion as part of the business process.

PDF conversion participates as a configured step within Process Pack processing. Convert emails and attachments to PDF before filing to SharePoint, so the governed record is consistent and tamper-resistant.

Collaboration

Bring collaboration into the process at the right step.

Communication

Include customer communication in the same process.

Process Packs can send controlled reply templates as a configured step. Templates are saved and managed centrally, not generated on the fly.

  • Send saved reply templates as part of the process
  • Controlled, consistent customer communication
  • Templates managed centrally through Control Center
  • Reply sent at the configured step in the sequence
Reusable Business Processes

Build packs around the work your teams repeat every day.

Customer Enquiry
  • Create Work Item
  • Set category
  • Assign owner
  • Set response target
  • File to SharePoint
  • Send acknowledgement
Customer Escalation
  • Update Work Item
  • Priority = High
  • Assign Team Lead
  • Set response target
  • Post to Teams
  • Send acknowledgement
Procurement Request
  • Create Work Item
  • Assign Approvals team
  • Apply metadata
  • File to SharePoint
  • Post to Teams
Contract Review
  • Create Work Item
  • Convert to PDF
  • Apply metadata
  • File to SharePoint
  • Post to Teams
Resilient Processing

Retry failed processing without creating a second piece of work.

When a step fails, the Process Pack can be retried against the existing Work Item. Context and completed steps are preserved, so the process picks up where it left off.

Process Visibility

See what the process did.

Standardised Processing

Turn business knowledge into a repeatable process.

Fewer missed steps

Every configured action runs as part of the defined sequence.

Consistent processing

The same process runs the same way regardless of who triggers it.

Less repetitive handling

Users execute a single pack instead of repeating individual steps.

Easier onboarding

New team members follow the same defined process from day one.

Shared process definitions

Process Packs are configured once and available across the tenant.

Connected activity history

Every execution is recorded so you can see what the process did.

Central Administration

Manage Process Packs as part of tenant configuration.

TenantAdmin manages all Process Packs through the Control Center. Create, edit, activate or deactivate packs centrally — changes apply across the tenant immediately.

Explore Administration
From Trigger to Outcome

Connect the trigger, process and governed outcome.

Build the process once. Use it whenever the work arrives.

Use Process Packs to turn repeatable Outlook, Teams and SharePoint work into consistent, connected business processes.