If you’re looking for a simple no-code way to get Microsoft Planner data, Power Automate is the way to go. We can create a scheduled flow that stores the data in a SharePoint Online path, then connect to that file with Power Query in Power BI or Excel! Create a Scheduled Power Automate flow In… Continue reading: Get Planner data with Power Automate
If you’re using SharePoint lists for any kind of ticket or request management, you are likely to want to track how long it took to complete the request. We can do this automatically using Power Automate to set a “close date” date-type field. First, make sure you have a “close date” or “completion date” field… Continue reading: Tracking “days to complete” a SharePoint list item request
A good Power Automate approval flow has the following: This article is part of a series on doing request management with Microsoft Lists, so you might check that out as well! Power Automate makes it really easy to make a basic approval flow, but unfortunately it comes with none of the above out-of-the-box. I would… Continue reading: How to design a GOOD Power Automate approval flow
Reminders are an important part of any approval process. Microsoft published an article in their Power Automate blog about using parallel branches for reminders. The technique shared there is my preferred method as well – but if you read through the comments (note: you need to be logged in to see comments on the site),… Continue reading: How to create approval reminders in Power Automate (including timeout error handling)
Power Automate emails will send email from the mailbox of the account that owns the Exchange connection in the flow by default (meaning if you own the connection, it’ll come from your user account). If you want your flow to look more professional and keep all of the messages “together” in one centrally accessible place,… Continue reading: Send Power Automate emails from a shared mailbox!