Automate Doc Review Process with SharePoint & Power Automate

提供方
在此免費指導項目中,您將:

Use SharePoint for storing documents and tracking document reviews

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

在面試中展現此實踐經驗

1 hour 30 minutes
中級
無需下載
分屏視頻
英語(English)
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!

必備條件

At least 1 year of business experience.

您要培養的技能

  • Automatization of manual business process

  • Creating and Setting up SharePoint

  • Creating 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

在分屏視頻中,您的授課教師會為您提供分步指導

常見問題

由於您的工作空間包含適合筆記本電腦或台式計算機使用的雲桌面,因此指導項目不在移動設備上提供。

指導項目授課教師是特定領域的專家,他們在項目的技能、工具或領域方面經驗豐富,並且熱衷於分享自己的知識以影響全球數百萬的學生。

您可以從指導項目中下載並保留您創建的任何文件。為此,您可以在訪問云桌面時使用‘文件瀏覽器’功能。

您可在頁面頂部點按此指導項目的經驗級別,查看任何知識先決條件。對於指導項目的每個級別,您的授課教師會逐步為您提供指導。

是,您可以在瀏覽器的雲桌面中獲得完成指導項目所需的一切。

您可以直接在瀏覽器中於分屏環境下完成任務,以此從做中學。在屏幕的左側,您將在工作空間中完成任務。在屏幕的右側,您將看到有授課教師逐步指導您完成項目。