Technical Documentation
This section contains documentation related to WorkPoint 365.
- Calling the WorkPoint API from Power Automate Flows
- Creating Planner Plans for Entities
- Using Azure AI for Entity Creation
- Using Azure AI for Entity Creation (Using Run AI Prompt step)
- WorkPoint 365 MCP Setup
- Autofill Columns in WorkPoint
- Batch Change Stage
- Buffer Sites
- Business module data import/update
- Calling HTTP endpoints in System Processes
- Changing stages with WorkPoint Automate
- Configuration of Document Sets
- Configuring OAuth Credentials for HTTP Endpoints
- Content type hub
- Convert/Combine file(s) to PDF
- Copying entity content
- Create documents, folders and items
- Create items using custom JSON
- Create multiple documents from templates
- Create multiple tasks from templates
- Creating a new WorkPoint Automate process
- Creating and using Templates in WorkPoint 365
- Creating Application Registration for Authentication
- Creating Business Modules (Version 4)
- Creating tasks suggested by AI
- Cross Module Parenting
- Customer offboarding
- Data aggregation
- Data inheritance
- Dynamic Site Creation