Automate Doc Review Process with SharePoint & Power Automate from Coursera

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!

What's inside

Syllabus

Project Overview

In this guided project, you will automate a document review process. You will create and set up a SharePoint site, document library and list and create two Power Automate flows which will take care of the review process.

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Automates a business process through the use of Power Automate

Emphasizes the need for soft skills like collaboration and teamwork

Leverages Power Automate to send requests for document approval to the appropriate employees

Suitable for business professionals looking to improve their efficiency and save time

Requires access to a Microsoft account and a Microsoft 365 Developer Program subscription

Assumes basic knowledge of SharePoint and Power Automate

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Automate Doc Review Process with SharePoint & Power Automate with these activities:

Review essential background knowledge

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Strengthening your foundation in the relevant technologies will make it easier to grasp the concepts covered in this course.

Browse courses on Power Automate

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Revisit tutorials or documentation for Power Automate and SharePoint.
Complete hands-on exercises to familiarize yourself with the platform's functionalities.

Review course materials

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Revisiting course materials will strengthen your understanding and improve retention.

Browse courses on Power Automate

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Go through the course modules and review key concepts.
Complete any practice exercises or assignments.

Organize and review course resources

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Consolidating your materials will improve accessibility and aid in retention.

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Gather all course materials, including lectures, assignments, and resources.
Organize the materials into a logical structure.
Review the organized materials regularly to reinforce your learning.

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Join a study group or online forum

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Engaging with peers can provide support, diverse perspectives, and opportunities for collaboration.

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Find a study group or online forum dedicated to SharePoint or Power Automate.
Participate in discussions, ask questions, and share your knowledge.

Explore advanced Power Automate tutorials

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Seeking out additional resources will broaden your knowledge and enhance your skills.

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Identify specific areas you want to improve in, such as working with triggers or connectors.
Find and follow tutorials that cover those topics.
Practice implementing the techniques you learn.

Build a simple document approval app

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Hands-on practice will deepen your understanding of the concepts and allow you to solidify your skills.

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Design the workflow for document submission and approval.
Create a SharePoint site and document library.
Configure Power Automate flows to handle document submission and approval.
Test the app and refine it based on feedback.

Attend industry conferences or meetups

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Networking with professionals in the field will expand your knowledge, provide new perspectives, and create career opportunities.

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Research industry conferences or meetups focused on Power Automate or SharePoint.
Attend these events and actively participate in discussions and networking opportunities.

Write a blog post or article

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Articulating your understanding through writing will reinforce your learning and enable you to share your knowledge.

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Choose a topic related to the course content, such as advanced Power Automate techniques.
Research the topic thoroughly.
Write a well-structured and informative blog post or article.
Publish your content and share it with others.

Contribute to open-source Power Automate projects

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Getting involved in open-source projects will expose you to real-world scenarios and enhance your problem-solving abilities.

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Find open-source Power Automate projects on platforms like GitHub.
Identify a project that aligns with your interests and skill level.
Contribute to the project by reporting bugs, suggesting improvements, or adding new features.

Career center

Learners who complete Automate Doc Review Process with SharePoint & Power Automate will develop knowledge and skills that may be useful to these careers:

Document Control Analyst

A Document Control Analyst is responsible for managing and controlling documents within an organization. They ensure that documents are created, stored, and retrieved in a systematic and efficient manner. This course can help you develop the skills and knowledge you need to succeed in this role by teaching you how to use SharePoint and Power Automate to automate document review processes. This can help you save time and improve the accuracy of your work.

See salaries and explore the career path for Document Control Analyst

Records Management Analyst

A Records Management Analyst is responsible for developing and implementing records management policies and procedures. They also ensure that records are stored and maintained in accordance with legal and regulatory requirements. This course can help you develop the skills and knowledge you need to succeed in this role by teaching you how to use SharePoint and Power Automate to automate document review processes. This can help you save time and improve the accuracy of your work.

See salaries and explore the career path for Records Management Analyst

Information Governance Analyst

An Information Governance Analyst is responsible for developing and implementing information governance policies and procedures. They also ensure that information is managed in a way that meets the organization's needs and complies with legal and regulatory requirements. This course can help you develop the skills and knowledge you need to succeed in this role by teaching you how to use SharePoint and Power Automate to automate document review processes. This can help you save time and improve the accuracy of your work.

See salaries and explore the career path for Information Governance Analyst

Business Analyst

A Business Analyst is responsible for analyzing business processes and identifying opportunities for improvement. They also work with stakeholders to develop and implement solutions to business problems. This course can help you develop the skills and knowledge you need to succeed in this role by teaching you how to use SharePoint and Power Automate to automate document review processes. This can help you save time and improve the accuracy of your work.

See salaries and explore the career path for Business Analyst

Project Manager

A Project Manager is responsible for planning, executing, and closing projects. They also work with stakeholders to ensure that projects are completed on time, within budget, and to the required quality standards. This course can help you develop the skills and knowledge you need to succeed in this role by teaching you how to use SharePoint and Power Automate to automate document review processes. This can help you save time and improve the accuracy of your work.

See salaries and explore the career path for Project Manager

Quality Assurance Analyst

A Quality Assurance Analyst is responsible for ensuring that products and services meet the required quality standards. They also work with stakeholders to identify and resolve quality issues. This course can help you develop the skills and knowledge you need to succeed in this role by teaching you how to use SharePoint and Power Automate to automate document review processes. This can help you save time and improve the accuracy of your work.

See salaries and explore the career path for Quality Assurance Analyst

Compliance Analyst

A Compliance Analyst is responsible for ensuring that an organization complies with all applicable laws and regulations. They also work with stakeholders to develop and implement compliance policies and procedures. This course can help you develop the skills and knowledge you need to succeed in this role by teaching you how to use SharePoint and Power Automate to automate document review processes. This can help you save time and improve the accuracy of your work.

See salaries and explore the career path for Compliance Analyst

Risk Manager

A Risk Manager is responsible for identifying, assessing, and mitigating risks. They also work with stakeholders to develop and implement risk management strategies. This course can help you develop the skills and knowledge you need to succeed in this role by teaching you how to use SharePoint and Power Automate to automate document review processes. This can help you save time and improve the accuracy of your work.

See salaries and explore the career path for Risk Manager

Internal Auditor

An Internal Auditor is responsible for evaluating the effectiveness of an organization's internal controls. They also work with stakeholders to identify and resolve control deficiencies. This course can help you develop the skills and knowledge you need to succeed in this role by teaching you how to use SharePoint and Power Automate to automate document review processes. This can help you save time and improve the accuracy of your work.

See salaries and explore the career path for Internal Auditor

IT Auditor

An IT Auditor is responsible for evaluating the effectiveness of an organization's IT controls. They also work with stakeholders to identify and resolve control deficiencies. This course can help you develop the skills and knowledge you need to succeed in this role by teaching you how to use SharePoint and Power Automate to automate document review processes. This can help you save time and improve the accuracy of your work.

See salaries and explore the career path for IT Auditor

Forensic Accountant

A Forensic Accountant is responsible for investigating financial crimes. They also work with stakeholders to identify and recover stolen assets. This course can help you develop the skills and knowledge you need to succeed in this role by teaching you how to use SharePoint and Power Automate to automate document review processes. This can help you save time and improve the accuracy of your work.

See salaries and explore the career path for Forensic Accountant

Tax Accountant

A Tax Accountant is responsible for preparing and filing tax returns. They also work with stakeholders to identify and resolve tax issues. This course can help you develop the skills and knowledge you need to succeed in this role by teaching you how to use SharePoint and Power Automate to automate document review processes. This can help you save time and improve the accuracy of your work.

See salaries and explore the career path for Tax Accountant

Financial Analyst

A Financial Analyst is responsible for analyzing financial data and making investment recommendations. They also work with stakeholders to identify and resolve financial issues. This course can help you develop the skills and knowledge you need to succeed in this role by teaching you how to use SharePoint and Power Automate to automate document review processes. This can help you save time and improve the accuracy of your work.

See salaries and explore the career path for Financial Analyst

Management Consultant

A Management Consultant is responsible for helping organizations improve their performance. They also work with stakeholders to identify and resolve business issues. This course can help you develop the skills and knowledge you need to succeed in this role by teaching you how to use SharePoint and Power Automate to automate document review processes. This can help you save time and improve the accuracy of your work.

See salaries and explore the career path for Management Consultant

Human Resources Manager

A Human Resources Manager is responsible for managing the human resources function of an organization. They also work with stakeholders to identify and resolve HR issues. This course can help you develop the skills and knowledge you need to succeed in this role by teaching you how to use SharePoint and Power Automate to automate document review processes. This can help you save time and improve the accuracy of your work.

See salaries and explore the career path for Human Resources Manager

Automate Doc Review Process with SharePoint & Power Automate

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