Automate Doc Review Process with SharePoint & Power Automate

提供方
Coursera Project Network
在此指導 項目中,您將:

Use SharePoint for storing documents and tracking document reviews

Use Power Automate to automate sending interactive email notifications to the employees

Clock1 hour 30 minutes
Intermediate中級
Cloud無需下載
Video分屏視頻
Comment Dots英語(English)
Laptop僅限桌面

Every company must create various documents or reports and show them to responsible colleagues, mostly their supervisors, so they can approve or reject the document. Employees spend a lot of time chasing those responsible colleagues all over the company or sending them multiple emails to remind them about the documents waiting to be checked. For example, a junior business analyst creates a business offer document and of course, it needs to be reviewed and approved by a senior business analyst, a CEO, or another superior. You can imagine how exhausting and time consuming it can be for the employee to find the corresponding colleague and get the wanted feedback on the document, or to send them repetitive emails each morning reminding them about it. Thankfully, we can leverage Power Automate and SharePoint functionalities and automate the whole process after the document is created. An employee will just create the document, upload it to the SharePoint document library and Power Automate will handle the rest automatically. This might be a huge timesaver for the employee since they don’t need to chase colleagues or send them emails anymore. This Guided Project "Automate Doc Review Process with SharePoint & Power Automate" is for any business professional who is looking to automate any kind of document or report approval. In this Guided Project, you will learn how to create a SharePoint site, document library and list, and how to use Power Automate to automate the process of sending requests for document approval to the corresponding employees. What’s great about SharePoint and Power Automate is that anyone can learn to use them regardless of their educational background. Since this project uses 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. In the video at the beginning of the project you will be given instructions on how to sign up for both. If you are ready to make your and your colleagues’ lives easier by starting to automate manual, time-consuming processes which are hard to track, then this project is for you! Let's get started!

您要培養的技能

Automatization of manual business processCreating and Setting up SharePointCreating Power Automate flows

分步進行學習

在與您的工作區一起在分屏中播放的視頻中,您的授課教師將指導您完成每個步驟:

  1. Project introduction

  2. Create a SharePoint Site

  3. Set up a SharePoint Documents library

  4. Create and set up a SharePoint list for storing data

  5. Create a Power Automate flow for preparing data needed for the review

  6. Create a Power Automate flow for sending document review requests to the employees

指導項目工作原理

您的工作空間就是瀏覽器中的雲桌面,無需下載

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