Automate workflows with SharePoint –

Digitally manage processes with Power Automate

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With SharePoint and Microsoft Power Automate, recurring processes such as approvals, authorizations, or document filing can be automated and standardized. Companies reduce manual effort, increase process quality, and create transparent workflows.

TSO-DATA supports you in using SharePoint specifically for automating your business processes – integrated into your existing system landscape.

Where do manual processes cost time and effort?

 

Many business processes in companies still run manually or are insufficiently structured – often via emails, Excel, or individual coordination.

 

Typical problems:

  • Approvals take place via email without traceability
  • Delays due to lack of transparency
  • Media disruptions between systems
  • High manual effort in document filing
  • Lack of process standardization

 

Result:
Inefficient workflows, unclear responsibilities, and unnecessary loss of time.

What is a workflow?

A workflow is a defined, automated sequence of tasks and decisions that structures and controls a business process.

 

How do workflows work with SharePoint and Power Automate?

Power Automate connects SharePoint with other Microsoft applications and automates processes – e.g. through triggers, actions, and approval steps.

 

Example:
A document is uploaded → automatically sent for approval → archived after approval.

Examples of automated processes


Invoice approvals

  • Automatic forwarding to responsible persons
  • Amount-based approvals
  • Complete documentation

Document approvals

  • Single or multi-stage approval processes
  • Automatic notifications
  • Clear versions & approval statuses

Leave and travel requests

 

  • Structured request submission
  • Automated approval
  • Integration with Outlook / calendar

Document filing & archiving

  • Automatic filing with metadata
  • Integration with Business Central
  • Reduction of manual work

Why workflows are worthwhile

  • Less manual effort
  • Faster processing times
  • Clear responsibilities
  • Better data quality
  • Full traceability

 

In short:
Individual tasks become structured processes.

How to automate processes with SharePoint

 

To automate processes, suitable workflows are first identified and clearly structured.

Then triggers and actions are defined to control the workflow, and integration into existing systems is implemented.

Finally, the workflow is tested and continuously optimized to ensure efficient and transparent processes.

Avoid mistakes with support from TSO-DATA


Common mistakes when introducing workflows

  • Processes are not clearly defined
  • Workflows are too complex
  • Missing integration into existing systems
  • No clear responsibilities
  • Lack of user acceptance

 

Consequence:
Automation does not deliver the expected benefits.


How TSO-DATA supports automation

  • Analysis of existing processes
  • Definition of efficient workflows
  • Implementation with Power Automate
  • Integration with Business Central
  • Training and onboarding

 

Result:
Efficient processes and trained users.


Automate processes and increase efficiency

Digitize your workflows with SharePoint and Power Automate and create clear, transparent processes in your company. Schedule a consultation now.

Andreas Blom

Sales Microsoft SharePoint

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FAQ - Frequently Asked Questions

Power Automate is a Microsoft tool for automating processes and workflows across different applications.

Typical examples include approvals, authorizations, document filing, and request processes.

Yes, for example with Business Central via the DMS Connector.

 

Yes, especially for recurring processes with clearly defined workflows.