Automate Doc Review Process with SharePoint & Power Automate

Overview

Every company needs to create various documents or reports and present them for approval to supervisors or responsible colleagues. Employees often spend significant time chasing these colleagues across the company or sending multiple emails reminding them of pending document reviews.

For instance, a junior business analyst may develop a business offer that requires approval from a senior analyst, CEO, or another superior. This process can be exhausting and time-consuming.

Fortunately, with the capabilities of Power Automate and SharePoint, it's possible to automate the entire process once the document is created.

The employee simply uploads the document to the SharePoint document library, and Power Automate takes care of the rest. This automation can be a massive timesaver, eliminating the need to chase colleagues or send reminder emails.

This Guided Project, "Automate Doc Review Process with SharePoint & Power Automate," is designed for any business professional looking to streamline document or report approval processes.

You will learn how to set up a SharePoint site, document library, and list, as well as how to use Power Automate to request document approvals automatically. The best part about SharePoint and Power Automate is their accessibility; anyone can learn to use them, regardless of their educational background.

As this project utilizes Power Automate (part of the Microsoft Power Platform) and SharePoint, you will need access to a Microsoft account and a Microsoft 365 Developer Program subscription.

The video at the beginning of the project provides instructions on how to sign up for both.

If you're ready to simplify and automate your document approval processes, making life easier for you and your colleagues, then this project is for you! Let's get started!

University:

Provider:

Coursera

Categories:

Microsoft PowerApps Courses

Subjects