Challenge
We need to do our work accurately, but keeping all of the details straight can be difficult and time consuming. At the end of the day, no one loves tedious and repetitive tasks.
Solution
Try out key of out-of-box automation features in Microsoft 365 before exploring more advanced capabilities in PowerAutomate or TeamDynamix.
SharePoint / Teams
- Request a document approval sign-off
- Set a reminder flow to keep documents up to date
- Let Teams transcribe your meeting notes
Outlook
- Use mail rules to automatic common actions
- Bundle custom actions together using Quick Steps
Excel
- Record a series of actions using Macros
How to create a document approval workflow in SharePoint / Teams
Instructions
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Step 1:
Expand the '...' next to any SharePoint or Teams document, then click Automate \ Request sign-off
This feature is not available for files stored in your personal OneDrive space.
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Step 2:
Review the required app connections and click Create Flow.
If any items are missing a green check mark click on the blue Create button to establish a valid connection.
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Step 3:
Specify one or more people to approve and include a message that explains your context.
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Step 4:
Wait for approval.
The document will be marked approved once the first person responds.
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Step 5:
Register approval directly from the email notice or from Microsoft Teams.
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Learn more at Microsoft.com
How to set a reminder flow to keep documents up to date
Learn more at Microsoft.com
How to let Teams transcribe your meeting notes
CAUTION
- verbally warn your meeting participants before you begin transcribing
- transcription services may not attribute comments to the correct speaker, or may list speakers as 'Speaker 1, Speaker 2'
- AI-enabled recap features are not available at ECU
Learn more at Microsoft.com