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Automate regulated fax workflows without breaking compliance

In healthcare, legal, and finance, the same kinds of faxes go out over and over, including pharmacy refills, lab orders, court filings, and loan packages. The content is roughly the same on every send, but the labor to build each one is entirely manual.

Automation is the obvious answer, and the harder question is how to automate without losing HIPAA, PCI, or audit compliance along the way.

Momentum Teams Faxing integrates natively with Microsoft Power Automate, so a SharePoint file drop, a print job, a Forms submission, or any other Power Automate trigger can kick off a fax workflow that auto-composes the fax, applies a cover page template, and sends. For regulated workflows, an adaptive card posts in Microsoft Teams that lets a designated reviewer validate the document and approve the send before anything goes out.

In the demo below, Brandon Bradley, VP, Modern Work Innovation at Momentum, walks through a real Power Automate flow with a human-in-the-loop validation step, a contact list lookup, and the round-trip back into the Teams Faxing app.

Brandon Bradley

VP Modern Work Innovation

The high-volume faxes are where automation pays back fastest, and the high-stakes ones are where human-in-the-loop pays back fastest. With Momentum, both run on the same Microsoft 365 stack, in your tenant, under your controls. One provider, one bill, one team.

Ready to automate your regulated fax workflows? Book a demo today.

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