Top 5 Automations for Your Printing Company Using PrintVis and Power Automate

The printing industry is highly process-driven — estimates, job tickets, production scheduling, material ordering, and invoicing all follow predictable patterns. That makes it ideal for automation.

Here are the top 5 automations we've implemented for printing clients using PrintVis and Power Automate.

1. Automated Job Ticket Creation from Email Inquiries

When a customer emails a print request, Power Automate parses the email and creates a draft job ticket in PrintVis automatically. This saves your estimating team 10–15 minutes per inquiry.

2. Proof Approval Workflow

Automate the proof approval process — send the proof to the customer via email, capture their approval or revision request, and update the job status in PrintVis automatically. No more chasing approvals.

3. Material Purchase Order Automation

When a job is confirmed, trigger automatic purchase order creation in Business Central for paper stock, ink, or other materials — based on the job specifications in PrintVis.

4. Production Status Notifications

Keep customers and internal teams informed with automated status notifications as jobs move through production milestones: proof approved, in production, quality check, ready to ship.

5. Invoice Generation on Job Completion

When a job is marked complete in PrintVis, automatically generate the invoice in Business Central and send it to the customer. Reduce your billing cycle from days to minutes.

Getting Started with Automation

Implementing these automations requires expertise in both PrintVis and Power Automate. Our team can audit your current workflows and implement the right automations for your operation. Contact us for a free consultation.