Supercharge Productivity: 7 Ways to Leverage SharePoint Automation for Your Organization

The relentless pace of business demands constant optimization. But how can you achieve this without a complete overhaul of your existing systems?  The answer lies within your current Microsoft 365 suite.  Tools like SharePoint and Power Automate offer a powerful solution: SharePoint automation.

Now imagine this: documents automatically routed for approval, email attachments effortlessly saved to the perfect SharePoint location, or your lists seamlessly updated with the latest Excel data – all without manual intervention.  This is the magic of SharePoint automation, and this blog post will be your guide to unlocking its potential.

We'll delve into how Microsoft 365 empowers you to:

• Automate core functionalities with SharePoint and Power Automate
• Streamline document approvals and eliminate bottlenecks
• Effortlessly manage email attachments in SharePoint
• Boost efficiency with automated data updates between Excel and SharePoint lists
• And much more!

What is Business Process Automation?

Business process automation helps organizations improve efficiency by leveraging technology to automate repetitive tasks. It reduces costs, enhances efficiency, and expedites processes.

Does Your Business Need SharePoint Automation?

Consider these signs to see if SharePoint automation workflows can benefit you:

• High volume of repetitive tasks
• Multiple people involved in tasks
• Tight deadlines
• Tasks affecting other processes
• Work involving compliance and audits

How to Leverage SharePoint for Workflow Automations?

SharePoint workflows can automate a wide range of tasks, from collecting approvals to tracking routine procedures. Here's how to leverage SharePoint and other Microsoft 365 tools for automation:

1. Create SharePoint Alerts

SharePoint alerts notify you of changes to files or folders. Users can easily set up alerts for lists, libraries, folders, or specific list items.

2. Enable Content Approval

Power Automate allows you to enable content approval for sensitive documents in SharePoint libraries. This ensures documents requiring approval are not visible until approved.

3. Use Built-in SharePoint Workflows

Built-in SharePoint workflows address common challenges like approvals, feedback, digital signatures, task management, and content publishing.  These pre-built workflows automate tasks like gathering signatures or document approvals, eliminating manual burden.

4. Build Flows Using Power Automate Flows

Power Automate lets you set up workflows for lists and libraries within SharePoint. It automates common tasks across SharePoint, other Microsoft 365 services, and third-party services.

Here's what you can do:

• Automate data extraction: Extract, verify, and populate data from spreadsheets, PDFs, or other documents.
• Automate document processing: Extract information from forms, PDFs, emails, and other sources to generate or share documents quickly.
• Automate workflows: Automate a series of actions, procurement process, employee onboarding, employee offboarding, travel request and even customized workflow.
• Automate the flow of critical information: Save, manage, and share important documents and business info. Use connectors to automatically fetch email attachments, tweets, work tasks, and more.
• Automate manual work and third-party processes: Eliminate manual steps with a library of tools and connectors within SharePoint.
• Automate typical work processes: Automate tasks like sending emails, creating tasks, and sending messages to your team.

5. Use SharePoint Designer

SharePoint Designer workflows manage simple to complex business processes. They can automate both business application processes and human collaborative processes.
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6. Use Visual Studio

For complex workflows, Visual Studio offers state machine workflows that allow event-driven modelling. While requiring technical expertise, it offers flexibility and customization for developers.

Build Workflows Easily with Titan Workspace

Even if you find yourself constrained by the limitations of SharePoint Designer or lack the coding expertise required for Visual Studio, there is a solution that can empower you to build powerful and highly customized workflows without any coding: Titan Workspace.

Titan Workspace is a no-code workflow automation platform that seamlessly integrates within M365 leveraging SharePoint. Whether you need to automate document management processes or streamline approvals and reviews, Titan Workspace provides a powerful and flexible solution.

By leveraging Titan Workspace, businesses can unlock the full potential of SharePoint while overcoming the limitations of traditional workflow tools. With its user-friendly interface and extensive features, even non-technical users can create sophisticated automation solutions, empowering organizations to drive productivity, reduce errors, and ultimately enhance their competitive edge.

Titan Workspace: Your No-Code Workflow Champion

1. Effortless Workflow Creation:  Titan Workspace eliminates the need for complex tools. Workflows can be automated according to the needs and demands of the business. It also provides intuitive interface for the users.
2. Seamless Microsoft 365 Integration:  It works flawlessly within Microsoft 365, leveraging SharePoint and Power Automate for maximum efficiency.
3. Cost-Effective Alternative:  Reduce costs by 50%, eliminating the need for other subscriptions. Titan Workspace delivers similar functionality with a user-friendly approach.

Conclusion

SharePoint automation with Power Automate and other Microsoft 365 tools can revolutionize your workflows. Boost productivity, empower your team, and deliver a fast, digital-friendly customer experience!
FAQ’s

1. What is SharePoint Automation?

SharePoint Automation uses workflows to automate repetitive tasks in SharePoint, like approvals or sending notifications.

2. Is SharePoint Power Automate free?

SharePoint Power Automate has free and paid plans. Basic automation features are included in some Microsoft 365 subscriptions.

3. Which tool is SharePoint?

SharePoint is a web-based collaboration platform for storing, sharing, and managing documents and information.

4. What are the two types of SharePoint?

There are two main types of SharePoint: SharePoint Online (cloud-based) and SharePoint Server

• Deepak
• Apr 22, 2024