Mastering SharePoint: Automate Workflows and Future-Proof Your Career
You're not behind. You're just operating with incomplete tools and outdated shortcuts in a world where efficiency is currency. Every unautomated approval, redundant data entry, and chaotic document workflow chews up hours of your week. The stress is real-and so is the fear: What if your skills plateau just as organisations demand digital fluency? We've seen it before: A project coordinator at a global pharmaceutical company was drowning in email chains and manual status updates. After completing Mastering SharePoint: Automate Workflows and Future-Proof Your Career, she redesigned her team's entire document routing system, cut approval cycles by 70%, and was promoted within four months. That shift didn’t come from talent alone-it came from structured, battle-tested knowledge. This course isn’t a theory dump. It’s your 30-day blueprint to go from overwhelmed to indispensable-transforming confusion into a board-ready workflow automation strategy endorsed by IT leadership and welcomed by end users. You’ll learn not just how to build systems, but how to position them as productivity wins across departments. The tools are already in your organisation. SharePoint, Power Automate, Teams integrations. But most professionals only scratch the surface, missing the orchestration layer that turns disjointed tools into high-performance engines. You don’t need more access-you need precise, executable mastery. And you’ll get it here. This is not a one-size-fits-all guide. It’s a precision instrument engineered for professionals who must deliver visible ROI, accelerate collaboration, and future-proof their relevance in hybrid work environments. Here’s how this course is structured to help you get there.Course Format & Delivery Details Self-Paced. Immediate Online Access. Zero Time Pressure. Begin the moment you enroll. This course is delivered on-demand with no fixed schedules, weekly deadlines, or live sessions to attend. Learn on your schedule-during commutes, after work, or between meetings-without disrupting your current responsibilities. Most learners complete the core modules and apply one major workflow automation to their role within 14 days. Advanced integration projects and certification are typically achieved in 30–45 days depending on workload and prior exposure to Microsoft 365 tools. Lifetime Access & Continuous Updates
Your enrollment includes permanent access to all course materials. No subscription. No expiry. And as Microsoft refines SharePoint and Power Platform capabilities, you’ll receive every update-free of charge-ensuring your skills remain sharp and relevant for years to come. All content is fully mobile-optimised. Access modules, templates, and progress tracking from any device, anywhere in the world. Whether you're on a tablet in a meeting or reviewing steps mid-task, your learning travels with you. Instructor Guidance & Professional Support
You’re not navigating this alone. Each module includes embedded guidance from senior SharePoint architects with over a decade of enterprise implementation experience. Clarifications, best practice alerts, and scenario-based prompts ensure you understand not just what to do-but why it matters in real business contexts. You’ll receive responsive instructor feedback on submitted project templates and workflow blueprints, helping you refine your approach before rollout. This isn’t passive reading-it’s structured, actionable support that builds confidence at every step. Global Recognition: Certificate of Completion
Upon finishing the course and submitting your final workflow project, you’ll earn a Certificate of Completion issued by The Art of Service. This credential is recognised by thousands of organisations worldwide and carries weight in internal promotions, job applications, and strategic initiative proposals. The Art of Service has trained over 75,000 professionals in enterprise digital workflows and IT governance. Our certificates are cited in performance reviews, LinkedIn profiles, and promotion packages across industries including finance, healthcare, government, and technology. No Hidden Fees. Transparent Pricing.
The price you see is the price you pay. No recurring charges. No add-ons. No surprise costs. One flat fee grants you everything: curriculum, tools, templates, support, and certification. We accept all major payment methods, including Visa, Mastercard, and PayPal. Your transaction is secure, encrypted, and processed instantly. 100% Satisfaction Guarantee: Enrol Risk-Free
If you complete the first three modules and don’t feel you’ve gained immediately applicable clarity and control over SharePoint automation, simply contact support for a full refund. No forms. No hoops. No questions asked. We’re confident this course will exceed your expectations because it’s been rigorously tested by real professionals in real roles: SharePoint Administrators, Project Managers, Business Analysts, and Operations Leads-all of whom now use these methods daily to reduce manual work and increase visibility. “Will This Work For Me?” - Addressing Your Biggest Concern
This works even if you’ve never built a workflow before. Even if your IT department restricts admin access. Even if your team resists change. The strategies taught here are designed for influence, not just access. You’ll learn how to create value within existing permissions, prototype processes safely, and gain buy-in through demonstrable time savings. One Office Manager in a legal firm with no coding experience used this course to automate client onboarding checklists, reducing document preparation time from 4 hours to 22 minutes. Her firm adopted the system firm-wide. After enrollment, you’ll receive a confirmation email. Your access details and login instructions will be sent separately once your course materials are fully configured. This ensures a smooth, error-free start to your learning journey.
Module 1: Foundations of Modern SharePoint Architecture - Understanding SharePoint’s role in the Microsoft 365 ecosystem
- Core differences between classic and modern SharePoint experiences
- Site collections vs. communication sites vs. hub sites: when to use each
- Mastering site templates and customisation options for consistency
- Navigation architecture for intuitive user adoption
- Content organisation using metadata, taxonomy, and content types
- Permissions model: breaking down site, list, folder, and item-level access
- Best practices for secure sharing inside and outside your organisation
- Setting up compliant file naming conventions and storage standards
- Managing version history and preventing document overwrites
- Configuring alerts and activity feeds for real-time monitoring
- Understanding SharePoint mobile app capabilities and limitations
- Integrating with OneDrive for seamless personal and team content flow
- Setting up site policies for retention and compliance
- Leveraging SharePoint Syntex for AI-driven document processing
Module 2: Document Management Excellence - Designing structured document libraries for maximum usability
- Creating mandatory metadata fields to standardise input
- Using content approval workflows to enforce review processes
- Setting up major and minor versioning with check-in/check-out
- Implementing document sets for related documents and templates
- Document routing using content organizer rules
- Automating retention labels for legal and compliance needs
- Setting up document expiry and archival processes
- Creating reusable templates with default metadata values
- Using column validation rules to enforce data integrity
- Managing co-authoring scenarios and conflict resolution
- Leveraging document library settings for sorting and filtering
- Setting up views for different user roles and needs
- Using highlighted content web parts to surface important files
- Tracking document access and usage with built-in analytics
Module 3: List Design and Data Collection Strategies - Choosing between custom lists, Microsoft Lists, and SharePoint lists
- Designing intuitive forms with column types and validation
- Creating calculated columns for dynamic data outputs
- Setting up choice fields with cascading dependencies
- Building lookup columns to connect related data across lists
- Using person or group fields for accountability and delegation
- Designing approval tracking lists with status and timestamps
- Configuring default values to reduce repetitive input
- Setting up conditional formatting for visual data clarity
- Creating custom views for filtering, grouping, and sorting
- Using public and personal views to support diverse user needs
- Importing existing Excel data into SharePoint lists safely
- Validating data accuracy with input masks and error messages
- Setting up moderation for list submissions and entries
- Tracking changes and audit trails for compliance and oversight
Module 4: Modern Forms and User Experience Optimisation - Building custom forms with SharePoint’s built-in form tools
- Using conditional formatting to show/hide fields dynamically
- Improving mobile form usability with responsive design
- Embedding forms into modern pages for seamless access
- Adding images, instructions, and formatting to enhance clarity
- Restructuring forms into sections for better flow
- Testing form logic and usability with role-based walkthroughs
- Collecting signature-ready outputs using form attachments
- Integrating with Microsoft Forms for lightweight surveys
- Linking form responses to SharePoint lists for automated storage
- Setting up notifications when new form submissions arrive
- Using branching logic based on user responses
- Creating forms that adapt to regional or departmental differences
- Exporting form data for reporting and analysis
- Ensuring accessibility compliance with screen readers and keyboard navigation
Module 5: Introduction to Power Automate for SharePoint - Understanding Power Automate’s role in workflow automation
- Differences between cloud flows, desktop flows, and scheduled flows
- Navigating the Power Automate interface with confidence
- Connecting Power Automate to SharePoint and Microsoft 365
- Understanding triggers and their impact on automation timing
- Using “when an item is created” or “modified” triggers effectively
- Setting up manual, automated, and scheduled flows
- Adding actions to retrieve, create, update, or delete SharePoint items
- Using dynamic content to pass data between steps
- Implementing approval actions with assigned reviewers
- Configuring email notifications using Office 365 Outlook
- Adding conditions to control workflow decisions
- Using parallel branches for multi-path processes
- Testing flows with sample data and error handling
- Monitoring flow runs and interpreting run history
Module 6: Building Approval and Notification Workflows - Designing multi-stage approval sequences with fallback options
- Creating approval flows for document submission and review
- Setting up escalation paths when approvals are delayed
- Adding comments and feedback into approval responses
- Sending customised email notifications with contextual links
- Generating summary emails after workflow completion
- Notifying multiple stakeholders based on list values
- Automating deadline reminders for pending actions
- Using adaptive cards in Teams for mobile approvals
- Integrating Teams chat into approval feedback loops
- Logging approval decisions into a central audit list
- Updating parent items with approval status automatically
- Locking documents during review to prevent edits
- Configuring re-submission paths after rejection
- Building reusable approval templates for consistency
Module 7: Data Sync and Cross-Application Automation - Syncing SharePoint list data with Excel in real time
- Updating SharePoint from Dynamics 365 records
- Pushing SharePoint data into Power BI for dashboards
- Creating flows that trigger based on Outlook calendar events
- Automatically logging customer emails into SharePoint
- Importing CSV or JSON data into SharePoint lists
- Using HTTP actions to connect to external APIs
- Automating Jira ticket creation from SharePoint items
- Syncing employee onboarding data from HR systems
- Updating Trello boards when tasks are completed in SharePoint
- Triggering Slack messages when urgent items are added
- Exporting SharePoint data to SQL databases for reporting
- Using OneDrive as a staging area for data transformation
- Automating folder creation and file transfers across locations
- Preventing duplicate entries with lookup and condition checks
Module 8: Document Generation and Template Automation - Using Word templates with dynamic content from SharePoint
- Generating contracts, letters, and reports automatically
- Populating merge fields from list columns and user profiles
- Storing generated documents in the correct library or folder
- Naming outputs using automated rules and variables
- Sending documents for review immediately after generation
- Applying format rules based on content type or region
- Building multi-language document variants from one template
- Auto-filling PDF forms using Power Automate
- Generating Excel workbooks with live data from lists
- Creating PowerPoint decks summarising project progress
- Archiving generated documents with metadata tags
- Validating data completeness before document creation
- Setting up error fallbacks when template fields are missing
- Versioning generated documents for traceability
Module 9: Folder and File Management Automation - Automatically creating folders when new projects begin
- Generating standardised folder structures for consistency
- Copying template files into new project spaces
- Setting folder permissions based on project roles
- Monitoring folder activity and triggering alerts on changes
- Archiving inactive folders after defined periods
- Automatically renaming files based on metadata
- Converting file formats in bulk using automation
- Extracting text from PDFs and attachments into SharePoint
- Scanning for duplicate or outdated files
- Automating file classification using sensitivity labels
- Tagging files based on content keywords or patterns
- Generating file inventories and storage reports
- Freeing up space by moving cold data to archive locations
- Notifying owners before files are archived or deleted
Module 10: Advanced Conditional Logic and Error Handling - Building complex conditions using AND, OR, NOT logic
- Using switch cases for multi-option decision paths
- Handling null values and missing data gracefully
- Setting up timeout responses for stalled approvals
- Using scope blocks to organise workflow sections
- Implementing retry policies for transient failures
- Logging errors to a central SharePoint error tracking list
- Sending admin alerts when critical flows fail
- Using variables to store and manipulate data across steps
- Incrementing counters and building sequence numbers
- Concatenating strings and transforming data formats
- Extracting substrings, dates, and numbers from text
- Working with arrays and applying apply-to-each loops
- Filtering data sets within flows before processing
- Breaking down large jobs into manageable automation chunks
Module 11: Change Management and User Adoption - Designing workflows that align with user mental models
- Reducing friction in adoption with phased rollouts
- Creating quick-reference guides and job aids
- Running pilot tests with super users before full launch
- Collecting feedback and iterating on early versions
- Training non-technical users through guided walkthroughs
- Using SharePoint communication sites to host process docs
- Embedding video alternatives (text-based descriptions) for clarity
- Highlighting time savings to motivate user buy-in
- Reporting early wins to leadership for continued support
- Using analytics to identify drop-off points and optimise
- Encouraging champions within teams to drive adoption
- Managing resistance by addressing security and control concerns
- Using naming and branding to make workflows feel official
- Planning for long-term maintenance and ownership
Module 12: Governance, Compliance, and Auditing - Establishing ownership and stewardship for automated flows
- Documenting workflows for audit and continuity
- Setting up naming conventions for flows and components
- Using sensitivity labels to classify automated processes
- Implementing data loss prevention policies in flows
- Auditing user access and permission changes in SharePoint
- Tracking flow execution for compliance reporting
- Archiving completed workflows and related data
- Ensuring GDPR, HIPAA, or SOX alignment where applicable
- Using retention policies to protect critical process data
- Reporting on workflow efficiency and time saved
- Creating dashboards to visualise automation impact
- Generating compliance reports for internal audits
- Managing deactivation of unused or outdated flows
- Planning for disaster recovery and backup procedures
Module 13: Integration with Microsoft Teams - Embedding SharePoint document libraries into Teams tabs
- Adding custom lists as shared trackers in Teams channels
- Automatically creating Teams channels from SharePoint projects
- Posting workflow updates to Teams for visibility
- Using adaptive cards for approvals and quick responses
- Triggering flows when new messages are posted in Teams
- Automating file storage from Teams chats to SharePoint
- Creating meeting agendas from SharePoint templates in Teams
- Sending meeting minutes to SharePoint after Teams calls
- Syncing Teams attendance to SharePoint attendance logs
- Building feedback forms in SharePoint and sharing via Teams
- Using Teams bots to initiate SharePoint workflows
- Alerting teams when documents are due for review
- Reporting on cross-functional project progress within Teams
- Using Teams as a central hub for connected workflows
Module 14: Scaling Automation Across Departments - Identifying high-impact automation opportunities across functions
- Building standardised templates for HR onboarding
- Designing procurement request workflows with budget checks
- Automating IT ticket routing and escalation paths
- Creating facilities management tracking systems
- Streamlining sales proposal generation and approvals
- Implementing quality assurance checklists in operations
- Building compliance tracking for safety and audits
- Centralising vendor onboarding with document collection flows
- Automating customer feedback processing and response
- Designing project closure checklists with data capture
- Using automation to support ESG and sustainability reporting
- Creating standard playbook templates for future use
- Training peer leads to extend and maintain workflows
- Establishing a centre of excellence for process automation
Module 15: Final Certification Project & Career Advancement - Selecting a real-world workflow from your current role
- Analysing as-is process and identifying automation points
- Designing a future-state workflow diagram and blueprint
- Building the full automation using Power Automate and SharePoint
- Testing the workflow with sample data and role-based feedback
- Drafting a board-ready summary of time and cost savings
- Creating an implementation plan with rollout phases
- Documenting governance and maintenance protocols
- Submitting your project for certification review
- Receiving feedback and refining your submission
- Earning your Certificate of Completion from The Art of Service
- Adding the credential to LinkedIn and job applications
- Crafting a personal statement on your automation impact
- Using certification as leverage in performance reviews
- Projecting your next career move with confidence and proof
- Understanding SharePoint’s role in the Microsoft 365 ecosystem
- Core differences between classic and modern SharePoint experiences
- Site collections vs. communication sites vs. hub sites: when to use each
- Mastering site templates and customisation options for consistency
- Navigation architecture for intuitive user adoption
- Content organisation using metadata, taxonomy, and content types
- Permissions model: breaking down site, list, folder, and item-level access
- Best practices for secure sharing inside and outside your organisation
- Setting up compliant file naming conventions and storage standards
- Managing version history and preventing document overwrites
- Configuring alerts and activity feeds for real-time monitoring
- Understanding SharePoint mobile app capabilities and limitations
- Integrating with OneDrive for seamless personal and team content flow
- Setting up site policies for retention and compliance
- Leveraging SharePoint Syntex for AI-driven document processing
Module 2: Document Management Excellence - Designing structured document libraries for maximum usability
- Creating mandatory metadata fields to standardise input
- Using content approval workflows to enforce review processes
- Setting up major and minor versioning with check-in/check-out
- Implementing document sets for related documents and templates
- Document routing using content organizer rules
- Automating retention labels for legal and compliance needs
- Setting up document expiry and archival processes
- Creating reusable templates with default metadata values
- Using column validation rules to enforce data integrity
- Managing co-authoring scenarios and conflict resolution
- Leveraging document library settings for sorting and filtering
- Setting up views for different user roles and needs
- Using highlighted content web parts to surface important files
- Tracking document access and usage with built-in analytics
Module 3: List Design and Data Collection Strategies - Choosing between custom lists, Microsoft Lists, and SharePoint lists
- Designing intuitive forms with column types and validation
- Creating calculated columns for dynamic data outputs
- Setting up choice fields with cascading dependencies
- Building lookup columns to connect related data across lists
- Using person or group fields for accountability and delegation
- Designing approval tracking lists with status and timestamps
- Configuring default values to reduce repetitive input
- Setting up conditional formatting for visual data clarity
- Creating custom views for filtering, grouping, and sorting
- Using public and personal views to support diverse user needs
- Importing existing Excel data into SharePoint lists safely
- Validating data accuracy with input masks and error messages
- Setting up moderation for list submissions and entries
- Tracking changes and audit trails for compliance and oversight
Module 4: Modern Forms and User Experience Optimisation - Building custom forms with SharePoint’s built-in form tools
- Using conditional formatting to show/hide fields dynamically
- Improving mobile form usability with responsive design
- Embedding forms into modern pages for seamless access
- Adding images, instructions, and formatting to enhance clarity
- Restructuring forms into sections for better flow
- Testing form logic and usability with role-based walkthroughs
- Collecting signature-ready outputs using form attachments
- Integrating with Microsoft Forms for lightweight surveys
- Linking form responses to SharePoint lists for automated storage
- Setting up notifications when new form submissions arrive
- Using branching logic based on user responses
- Creating forms that adapt to regional or departmental differences
- Exporting form data for reporting and analysis
- Ensuring accessibility compliance with screen readers and keyboard navigation
Module 5: Introduction to Power Automate for SharePoint - Understanding Power Automate’s role in workflow automation
- Differences between cloud flows, desktop flows, and scheduled flows
- Navigating the Power Automate interface with confidence
- Connecting Power Automate to SharePoint and Microsoft 365
- Understanding triggers and their impact on automation timing
- Using “when an item is created” or “modified” triggers effectively
- Setting up manual, automated, and scheduled flows
- Adding actions to retrieve, create, update, or delete SharePoint items
- Using dynamic content to pass data between steps
- Implementing approval actions with assigned reviewers
- Configuring email notifications using Office 365 Outlook
- Adding conditions to control workflow decisions
- Using parallel branches for multi-path processes
- Testing flows with sample data and error handling
- Monitoring flow runs and interpreting run history
Module 6: Building Approval and Notification Workflows - Designing multi-stage approval sequences with fallback options
- Creating approval flows for document submission and review
- Setting up escalation paths when approvals are delayed
- Adding comments and feedback into approval responses
- Sending customised email notifications with contextual links
- Generating summary emails after workflow completion
- Notifying multiple stakeholders based on list values
- Automating deadline reminders for pending actions
- Using adaptive cards in Teams for mobile approvals
- Integrating Teams chat into approval feedback loops
- Logging approval decisions into a central audit list
- Updating parent items with approval status automatically
- Locking documents during review to prevent edits
- Configuring re-submission paths after rejection
- Building reusable approval templates for consistency
Module 7: Data Sync and Cross-Application Automation - Syncing SharePoint list data with Excel in real time
- Updating SharePoint from Dynamics 365 records
- Pushing SharePoint data into Power BI for dashboards
- Creating flows that trigger based on Outlook calendar events
- Automatically logging customer emails into SharePoint
- Importing CSV or JSON data into SharePoint lists
- Using HTTP actions to connect to external APIs
- Automating Jira ticket creation from SharePoint items
- Syncing employee onboarding data from HR systems
- Updating Trello boards when tasks are completed in SharePoint
- Triggering Slack messages when urgent items are added
- Exporting SharePoint data to SQL databases for reporting
- Using OneDrive as a staging area for data transformation
- Automating folder creation and file transfers across locations
- Preventing duplicate entries with lookup and condition checks
Module 8: Document Generation and Template Automation - Using Word templates with dynamic content from SharePoint
- Generating contracts, letters, and reports automatically
- Populating merge fields from list columns and user profiles
- Storing generated documents in the correct library or folder
- Naming outputs using automated rules and variables
- Sending documents for review immediately after generation
- Applying format rules based on content type or region
- Building multi-language document variants from one template
- Auto-filling PDF forms using Power Automate
- Generating Excel workbooks with live data from lists
- Creating PowerPoint decks summarising project progress
- Archiving generated documents with metadata tags
- Validating data completeness before document creation
- Setting up error fallbacks when template fields are missing
- Versioning generated documents for traceability
Module 9: Folder and File Management Automation - Automatically creating folders when new projects begin
- Generating standardised folder structures for consistency
- Copying template files into new project spaces
- Setting folder permissions based on project roles
- Monitoring folder activity and triggering alerts on changes
- Archiving inactive folders after defined periods
- Automatically renaming files based on metadata
- Converting file formats in bulk using automation
- Extracting text from PDFs and attachments into SharePoint
- Scanning for duplicate or outdated files
- Automating file classification using sensitivity labels
- Tagging files based on content keywords or patterns
- Generating file inventories and storage reports
- Freeing up space by moving cold data to archive locations
- Notifying owners before files are archived or deleted
Module 10: Advanced Conditional Logic and Error Handling - Building complex conditions using AND, OR, NOT logic
- Using switch cases for multi-option decision paths
- Handling null values and missing data gracefully
- Setting up timeout responses for stalled approvals
- Using scope blocks to organise workflow sections
- Implementing retry policies for transient failures
- Logging errors to a central SharePoint error tracking list
- Sending admin alerts when critical flows fail
- Using variables to store and manipulate data across steps
- Incrementing counters and building sequence numbers
- Concatenating strings and transforming data formats
- Extracting substrings, dates, and numbers from text
- Working with arrays and applying apply-to-each loops
- Filtering data sets within flows before processing
- Breaking down large jobs into manageable automation chunks
Module 11: Change Management and User Adoption - Designing workflows that align with user mental models
- Reducing friction in adoption with phased rollouts
- Creating quick-reference guides and job aids
- Running pilot tests with super users before full launch
- Collecting feedback and iterating on early versions
- Training non-technical users through guided walkthroughs
- Using SharePoint communication sites to host process docs
- Embedding video alternatives (text-based descriptions) for clarity
- Highlighting time savings to motivate user buy-in
- Reporting early wins to leadership for continued support
- Using analytics to identify drop-off points and optimise
- Encouraging champions within teams to drive adoption
- Managing resistance by addressing security and control concerns
- Using naming and branding to make workflows feel official
- Planning for long-term maintenance and ownership
Module 12: Governance, Compliance, and Auditing - Establishing ownership and stewardship for automated flows
- Documenting workflows for audit and continuity
- Setting up naming conventions for flows and components
- Using sensitivity labels to classify automated processes
- Implementing data loss prevention policies in flows
- Auditing user access and permission changes in SharePoint
- Tracking flow execution for compliance reporting
- Archiving completed workflows and related data
- Ensuring GDPR, HIPAA, or SOX alignment where applicable
- Using retention policies to protect critical process data
- Reporting on workflow efficiency and time saved
- Creating dashboards to visualise automation impact
- Generating compliance reports for internal audits
- Managing deactivation of unused or outdated flows
- Planning for disaster recovery and backup procedures
Module 13: Integration with Microsoft Teams - Embedding SharePoint document libraries into Teams tabs
- Adding custom lists as shared trackers in Teams channels
- Automatically creating Teams channels from SharePoint projects
- Posting workflow updates to Teams for visibility
- Using adaptive cards for approvals and quick responses
- Triggering flows when new messages are posted in Teams
- Automating file storage from Teams chats to SharePoint
- Creating meeting agendas from SharePoint templates in Teams
- Sending meeting minutes to SharePoint after Teams calls
- Syncing Teams attendance to SharePoint attendance logs
- Building feedback forms in SharePoint and sharing via Teams
- Using Teams bots to initiate SharePoint workflows
- Alerting teams when documents are due for review
- Reporting on cross-functional project progress within Teams
- Using Teams as a central hub for connected workflows
Module 14: Scaling Automation Across Departments - Identifying high-impact automation opportunities across functions
- Building standardised templates for HR onboarding
- Designing procurement request workflows with budget checks
- Automating IT ticket routing and escalation paths
- Creating facilities management tracking systems
- Streamlining sales proposal generation and approvals
- Implementing quality assurance checklists in operations
- Building compliance tracking for safety and audits
- Centralising vendor onboarding with document collection flows
- Automating customer feedback processing and response
- Designing project closure checklists with data capture
- Using automation to support ESG and sustainability reporting
- Creating standard playbook templates for future use
- Training peer leads to extend and maintain workflows
- Establishing a centre of excellence for process automation
Module 15: Final Certification Project & Career Advancement - Selecting a real-world workflow from your current role
- Analysing as-is process and identifying automation points
- Designing a future-state workflow diagram and blueprint
- Building the full automation using Power Automate and SharePoint
- Testing the workflow with sample data and role-based feedback
- Drafting a board-ready summary of time and cost savings
- Creating an implementation plan with rollout phases
- Documenting governance and maintenance protocols
- Submitting your project for certification review
- Receiving feedback and refining your submission
- Earning your Certificate of Completion from The Art of Service
- Adding the credential to LinkedIn and job applications
- Crafting a personal statement on your automation impact
- Using certification as leverage in performance reviews
- Projecting your next career move with confidence and proof
- Choosing between custom lists, Microsoft Lists, and SharePoint lists
- Designing intuitive forms with column types and validation
- Creating calculated columns for dynamic data outputs
- Setting up choice fields with cascading dependencies
- Building lookup columns to connect related data across lists
- Using person or group fields for accountability and delegation
- Designing approval tracking lists with status and timestamps
- Configuring default values to reduce repetitive input
- Setting up conditional formatting for visual data clarity
- Creating custom views for filtering, grouping, and sorting
- Using public and personal views to support diverse user needs
- Importing existing Excel data into SharePoint lists safely
- Validating data accuracy with input masks and error messages
- Setting up moderation for list submissions and entries
- Tracking changes and audit trails for compliance and oversight
Module 4: Modern Forms and User Experience Optimisation - Building custom forms with SharePoint’s built-in form tools
- Using conditional formatting to show/hide fields dynamically
- Improving mobile form usability with responsive design
- Embedding forms into modern pages for seamless access
- Adding images, instructions, and formatting to enhance clarity
- Restructuring forms into sections for better flow
- Testing form logic and usability with role-based walkthroughs
- Collecting signature-ready outputs using form attachments
- Integrating with Microsoft Forms for lightweight surveys
- Linking form responses to SharePoint lists for automated storage
- Setting up notifications when new form submissions arrive
- Using branching logic based on user responses
- Creating forms that adapt to regional or departmental differences
- Exporting form data for reporting and analysis
- Ensuring accessibility compliance with screen readers and keyboard navigation
Module 5: Introduction to Power Automate for SharePoint - Understanding Power Automate’s role in workflow automation
- Differences between cloud flows, desktop flows, and scheduled flows
- Navigating the Power Automate interface with confidence
- Connecting Power Automate to SharePoint and Microsoft 365
- Understanding triggers and their impact on automation timing
- Using “when an item is created” or “modified” triggers effectively
- Setting up manual, automated, and scheduled flows
- Adding actions to retrieve, create, update, or delete SharePoint items
- Using dynamic content to pass data between steps
- Implementing approval actions with assigned reviewers
- Configuring email notifications using Office 365 Outlook
- Adding conditions to control workflow decisions
- Using parallel branches for multi-path processes
- Testing flows with sample data and error handling
- Monitoring flow runs and interpreting run history
Module 6: Building Approval and Notification Workflows - Designing multi-stage approval sequences with fallback options
- Creating approval flows for document submission and review
- Setting up escalation paths when approvals are delayed
- Adding comments and feedback into approval responses
- Sending customised email notifications with contextual links
- Generating summary emails after workflow completion
- Notifying multiple stakeholders based on list values
- Automating deadline reminders for pending actions
- Using adaptive cards in Teams for mobile approvals
- Integrating Teams chat into approval feedback loops
- Logging approval decisions into a central audit list
- Updating parent items with approval status automatically
- Locking documents during review to prevent edits
- Configuring re-submission paths after rejection
- Building reusable approval templates for consistency
Module 7: Data Sync and Cross-Application Automation - Syncing SharePoint list data with Excel in real time
- Updating SharePoint from Dynamics 365 records
- Pushing SharePoint data into Power BI for dashboards
- Creating flows that trigger based on Outlook calendar events
- Automatically logging customer emails into SharePoint
- Importing CSV or JSON data into SharePoint lists
- Using HTTP actions to connect to external APIs
- Automating Jira ticket creation from SharePoint items
- Syncing employee onboarding data from HR systems
- Updating Trello boards when tasks are completed in SharePoint
- Triggering Slack messages when urgent items are added
- Exporting SharePoint data to SQL databases for reporting
- Using OneDrive as a staging area for data transformation
- Automating folder creation and file transfers across locations
- Preventing duplicate entries with lookup and condition checks
Module 8: Document Generation and Template Automation - Using Word templates with dynamic content from SharePoint
- Generating contracts, letters, and reports automatically
- Populating merge fields from list columns and user profiles
- Storing generated documents in the correct library or folder
- Naming outputs using automated rules and variables
- Sending documents for review immediately after generation
- Applying format rules based on content type or region
- Building multi-language document variants from one template
- Auto-filling PDF forms using Power Automate
- Generating Excel workbooks with live data from lists
- Creating PowerPoint decks summarising project progress
- Archiving generated documents with metadata tags
- Validating data completeness before document creation
- Setting up error fallbacks when template fields are missing
- Versioning generated documents for traceability
Module 9: Folder and File Management Automation - Automatically creating folders when new projects begin
- Generating standardised folder structures for consistency
- Copying template files into new project spaces
- Setting folder permissions based on project roles
- Monitoring folder activity and triggering alerts on changes
- Archiving inactive folders after defined periods
- Automatically renaming files based on metadata
- Converting file formats in bulk using automation
- Extracting text from PDFs and attachments into SharePoint
- Scanning for duplicate or outdated files
- Automating file classification using sensitivity labels
- Tagging files based on content keywords or patterns
- Generating file inventories and storage reports
- Freeing up space by moving cold data to archive locations
- Notifying owners before files are archived or deleted
Module 10: Advanced Conditional Logic and Error Handling - Building complex conditions using AND, OR, NOT logic
- Using switch cases for multi-option decision paths
- Handling null values and missing data gracefully
- Setting up timeout responses for stalled approvals
- Using scope blocks to organise workflow sections
- Implementing retry policies for transient failures
- Logging errors to a central SharePoint error tracking list
- Sending admin alerts when critical flows fail
- Using variables to store and manipulate data across steps
- Incrementing counters and building sequence numbers
- Concatenating strings and transforming data formats
- Extracting substrings, dates, and numbers from text
- Working with arrays and applying apply-to-each loops
- Filtering data sets within flows before processing
- Breaking down large jobs into manageable automation chunks
Module 11: Change Management and User Adoption - Designing workflows that align with user mental models
- Reducing friction in adoption with phased rollouts
- Creating quick-reference guides and job aids
- Running pilot tests with super users before full launch
- Collecting feedback and iterating on early versions
- Training non-technical users through guided walkthroughs
- Using SharePoint communication sites to host process docs
- Embedding video alternatives (text-based descriptions) for clarity
- Highlighting time savings to motivate user buy-in
- Reporting early wins to leadership for continued support
- Using analytics to identify drop-off points and optimise
- Encouraging champions within teams to drive adoption
- Managing resistance by addressing security and control concerns
- Using naming and branding to make workflows feel official
- Planning for long-term maintenance and ownership
Module 12: Governance, Compliance, and Auditing - Establishing ownership and stewardship for automated flows
- Documenting workflows for audit and continuity
- Setting up naming conventions for flows and components
- Using sensitivity labels to classify automated processes
- Implementing data loss prevention policies in flows
- Auditing user access and permission changes in SharePoint
- Tracking flow execution for compliance reporting
- Archiving completed workflows and related data
- Ensuring GDPR, HIPAA, or SOX alignment where applicable
- Using retention policies to protect critical process data
- Reporting on workflow efficiency and time saved
- Creating dashboards to visualise automation impact
- Generating compliance reports for internal audits
- Managing deactivation of unused or outdated flows
- Planning for disaster recovery and backup procedures
Module 13: Integration with Microsoft Teams - Embedding SharePoint document libraries into Teams tabs
- Adding custom lists as shared trackers in Teams channels
- Automatically creating Teams channels from SharePoint projects
- Posting workflow updates to Teams for visibility
- Using adaptive cards for approvals and quick responses
- Triggering flows when new messages are posted in Teams
- Automating file storage from Teams chats to SharePoint
- Creating meeting agendas from SharePoint templates in Teams
- Sending meeting minutes to SharePoint after Teams calls
- Syncing Teams attendance to SharePoint attendance logs
- Building feedback forms in SharePoint and sharing via Teams
- Using Teams bots to initiate SharePoint workflows
- Alerting teams when documents are due for review
- Reporting on cross-functional project progress within Teams
- Using Teams as a central hub for connected workflows
Module 14: Scaling Automation Across Departments - Identifying high-impact automation opportunities across functions
- Building standardised templates for HR onboarding
- Designing procurement request workflows with budget checks
- Automating IT ticket routing and escalation paths
- Creating facilities management tracking systems
- Streamlining sales proposal generation and approvals
- Implementing quality assurance checklists in operations
- Building compliance tracking for safety and audits
- Centralising vendor onboarding with document collection flows
- Automating customer feedback processing and response
- Designing project closure checklists with data capture
- Using automation to support ESG and sustainability reporting
- Creating standard playbook templates for future use
- Training peer leads to extend and maintain workflows
- Establishing a centre of excellence for process automation
Module 15: Final Certification Project & Career Advancement - Selecting a real-world workflow from your current role
- Analysing as-is process and identifying automation points
- Designing a future-state workflow diagram and blueprint
- Building the full automation using Power Automate and SharePoint
- Testing the workflow with sample data and role-based feedback
- Drafting a board-ready summary of time and cost savings
- Creating an implementation plan with rollout phases
- Documenting governance and maintenance protocols
- Submitting your project for certification review
- Receiving feedback and refining your submission
- Earning your Certificate of Completion from The Art of Service
- Adding the credential to LinkedIn and job applications
- Crafting a personal statement on your automation impact
- Using certification as leverage in performance reviews
- Projecting your next career move with confidence and proof
- Understanding Power Automate’s role in workflow automation
- Differences between cloud flows, desktop flows, and scheduled flows
- Navigating the Power Automate interface with confidence
- Connecting Power Automate to SharePoint and Microsoft 365
- Understanding triggers and their impact on automation timing
- Using “when an item is created” or “modified” triggers effectively
- Setting up manual, automated, and scheduled flows
- Adding actions to retrieve, create, update, or delete SharePoint items
- Using dynamic content to pass data between steps
- Implementing approval actions with assigned reviewers
- Configuring email notifications using Office 365 Outlook
- Adding conditions to control workflow decisions
- Using parallel branches for multi-path processes
- Testing flows with sample data and error handling
- Monitoring flow runs and interpreting run history
Module 6: Building Approval and Notification Workflows - Designing multi-stage approval sequences with fallback options
- Creating approval flows for document submission and review
- Setting up escalation paths when approvals are delayed
- Adding comments and feedback into approval responses
- Sending customised email notifications with contextual links
- Generating summary emails after workflow completion
- Notifying multiple stakeholders based on list values
- Automating deadline reminders for pending actions
- Using adaptive cards in Teams for mobile approvals
- Integrating Teams chat into approval feedback loops
- Logging approval decisions into a central audit list
- Updating parent items with approval status automatically
- Locking documents during review to prevent edits
- Configuring re-submission paths after rejection
- Building reusable approval templates for consistency
Module 7: Data Sync and Cross-Application Automation - Syncing SharePoint list data with Excel in real time
- Updating SharePoint from Dynamics 365 records
- Pushing SharePoint data into Power BI for dashboards
- Creating flows that trigger based on Outlook calendar events
- Automatically logging customer emails into SharePoint
- Importing CSV or JSON data into SharePoint lists
- Using HTTP actions to connect to external APIs
- Automating Jira ticket creation from SharePoint items
- Syncing employee onboarding data from HR systems
- Updating Trello boards when tasks are completed in SharePoint
- Triggering Slack messages when urgent items are added
- Exporting SharePoint data to SQL databases for reporting
- Using OneDrive as a staging area for data transformation
- Automating folder creation and file transfers across locations
- Preventing duplicate entries with lookup and condition checks
Module 8: Document Generation and Template Automation - Using Word templates with dynamic content from SharePoint
- Generating contracts, letters, and reports automatically
- Populating merge fields from list columns and user profiles
- Storing generated documents in the correct library or folder
- Naming outputs using automated rules and variables
- Sending documents for review immediately after generation
- Applying format rules based on content type or region
- Building multi-language document variants from one template
- Auto-filling PDF forms using Power Automate
- Generating Excel workbooks with live data from lists
- Creating PowerPoint decks summarising project progress
- Archiving generated documents with metadata tags
- Validating data completeness before document creation
- Setting up error fallbacks when template fields are missing
- Versioning generated documents for traceability
Module 9: Folder and File Management Automation - Automatically creating folders when new projects begin
- Generating standardised folder structures for consistency
- Copying template files into new project spaces
- Setting folder permissions based on project roles
- Monitoring folder activity and triggering alerts on changes
- Archiving inactive folders after defined periods
- Automatically renaming files based on metadata
- Converting file formats in bulk using automation
- Extracting text from PDFs and attachments into SharePoint
- Scanning for duplicate or outdated files
- Automating file classification using sensitivity labels
- Tagging files based on content keywords or patterns
- Generating file inventories and storage reports
- Freeing up space by moving cold data to archive locations
- Notifying owners before files are archived or deleted
Module 10: Advanced Conditional Logic and Error Handling - Building complex conditions using AND, OR, NOT logic
- Using switch cases for multi-option decision paths
- Handling null values and missing data gracefully
- Setting up timeout responses for stalled approvals
- Using scope blocks to organise workflow sections
- Implementing retry policies for transient failures
- Logging errors to a central SharePoint error tracking list
- Sending admin alerts when critical flows fail
- Using variables to store and manipulate data across steps
- Incrementing counters and building sequence numbers
- Concatenating strings and transforming data formats
- Extracting substrings, dates, and numbers from text
- Working with arrays and applying apply-to-each loops
- Filtering data sets within flows before processing
- Breaking down large jobs into manageable automation chunks
Module 11: Change Management and User Adoption - Designing workflows that align with user mental models
- Reducing friction in adoption with phased rollouts
- Creating quick-reference guides and job aids
- Running pilot tests with super users before full launch
- Collecting feedback and iterating on early versions
- Training non-technical users through guided walkthroughs
- Using SharePoint communication sites to host process docs
- Embedding video alternatives (text-based descriptions) for clarity
- Highlighting time savings to motivate user buy-in
- Reporting early wins to leadership for continued support
- Using analytics to identify drop-off points and optimise
- Encouraging champions within teams to drive adoption
- Managing resistance by addressing security and control concerns
- Using naming and branding to make workflows feel official
- Planning for long-term maintenance and ownership
Module 12: Governance, Compliance, and Auditing - Establishing ownership and stewardship for automated flows
- Documenting workflows for audit and continuity
- Setting up naming conventions for flows and components
- Using sensitivity labels to classify automated processes
- Implementing data loss prevention policies in flows
- Auditing user access and permission changes in SharePoint
- Tracking flow execution for compliance reporting
- Archiving completed workflows and related data
- Ensuring GDPR, HIPAA, or SOX alignment where applicable
- Using retention policies to protect critical process data
- Reporting on workflow efficiency and time saved
- Creating dashboards to visualise automation impact
- Generating compliance reports for internal audits
- Managing deactivation of unused or outdated flows
- Planning for disaster recovery and backup procedures
Module 13: Integration with Microsoft Teams - Embedding SharePoint document libraries into Teams tabs
- Adding custom lists as shared trackers in Teams channels
- Automatically creating Teams channels from SharePoint projects
- Posting workflow updates to Teams for visibility
- Using adaptive cards for approvals and quick responses
- Triggering flows when new messages are posted in Teams
- Automating file storage from Teams chats to SharePoint
- Creating meeting agendas from SharePoint templates in Teams
- Sending meeting minutes to SharePoint after Teams calls
- Syncing Teams attendance to SharePoint attendance logs
- Building feedback forms in SharePoint and sharing via Teams
- Using Teams bots to initiate SharePoint workflows
- Alerting teams when documents are due for review
- Reporting on cross-functional project progress within Teams
- Using Teams as a central hub for connected workflows
Module 14: Scaling Automation Across Departments - Identifying high-impact automation opportunities across functions
- Building standardised templates for HR onboarding
- Designing procurement request workflows with budget checks
- Automating IT ticket routing and escalation paths
- Creating facilities management tracking systems
- Streamlining sales proposal generation and approvals
- Implementing quality assurance checklists in operations
- Building compliance tracking for safety and audits
- Centralising vendor onboarding with document collection flows
- Automating customer feedback processing and response
- Designing project closure checklists with data capture
- Using automation to support ESG and sustainability reporting
- Creating standard playbook templates for future use
- Training peer leads to extend and maintain workflows
- Establishing a centre of excellence for process automation
Module 15: Final Certification Project & Career Advancement - Selecting a real-world workflow from your current role
- Analysing as-is process and identifying automation points
- Designing a future-state workflow diagram and blueprint
- Building the full automation using Power Automate and SharePoint
- Testing the workflow with sample data and role-based feedback
- Drafting a board-ready summary of time and cost savings
- Creating an implementation plan with rollout phases
- Documenting governance and maintenance protocols
- Submitting your project for certification review
- Receiving feedback and refining your submission
- Earning your Certificate of Completion from The Art of Service
- Adding the credential to LinkedIn and job applications
- Crafting a personal statement on your automation impact
- Using certification as leverage in performance reviews
- Projecting your next career move with confidence and proof
- Syncing SharePoint list data with Excel in real time
- Updating SharePoint from Dynamics 365 records
- Pushing SharePoint data into Power BI for dashboards
- Creating flows that trigger based on Outlook calendar events
- Automatically logging customer emails into SharePoint
- Importing CSV or JSON data into SharePoint lists
- Using HTTP actions to connect to external APIs
- Automating Jira ticket creation from SharePoint items
- Syncing employee onboarding data from HR systems
- Updating Trello boards when tasks are completed in SharePoint
- Triggering Slack messages when urgent items are added
- Exporting SharePoint data to SQL databases for reporting
- Using OneDrive as a staging area for data transformation
- Automating folder creation and file transfers across locations
- Preventing duplicate entries with lookup and condition checks
Module 8: Document Generation and Template Automation - Using Word templates with dynamic content from SharePoint
- Generating contracts, letters, and reports automatically
- Populating merge fields from list columns and user profiles
- Storing generated documents in the correct library or folder
- Naming outputs using automated rules and variables
- Sending documents for review immediately after generation
- Applying format rules based on content type or region
- Building multi-language document variants from one template
- Auto-filling PDF forms using Power Automate
- Generating Excel workbooks with live data from lists
- Creating PowerPoint decks summarising project progress
- Archiving generated documents with metadata tags
- Validating data completeness before document creation
- Setting up error fallbacks when template fields are missing
- Versioning generated documents for traceability
Module 9: Folder and File Management Automation - Automatically creating folders when new projects begin
- Generating standardised folder structures for consistency
- Copying template files into new project spaces
- Setting folder permissions based on project roles
- Monitoring folder activity and triggering alerts on changes
- Archiving inactive folders after defined periods
- Automatically renaming files based on metadata
- Converting file formats in bulk using automation
- Extracting text from PDFs and attachments into SharePoint
- Scanning for duplicate or outdated files
- Automating file classification using sensitivity labels
- Tagging files based on content keywords or patterns
- Generating file inventories and storage reports
- Freeing up space by moving cold data to archive locations
- Notifying owners before files are archived or deleted
Module 10: Advanced Conditional Logic and Error Handling - Building complex conditions using AND, OR, NOT logic
- Using switch cases for multi-option decision paths
- Handling null values and missing data gracefully
- Setting up timeout responses for stalled approvals
- Using scope blocks to organise workflow sections
- Implementing retry policies for transient failures
- Logging errors to a central SharePoint error tracking list
- Sending admin alerts when critical flows fail
- Using variables to store and manipulate data across steps
- Incrementing counters and building sequence numbers
- Concatenating strings and transforming data formats
- Extracting substrings, dates, and numbers from text
- Working with arrays and applying apply-to-each loops
- Filtering data sets within flows before processing
- Breaking down large jobs into manageable automation chunks
Module 11: Change Management and User Adoption - Designing workflows that align with user mental models
- Reducing friction in adoption with phased rollouts
- Creating quick-reference guides and job aids
- Running pilot tests with super users before full launch
- Collecting feedback and iterating on early versions
- Training non-technical users through guided walkthroughs
- Using SharePoint communication sites to host process docs
- Embedding video alternatives (text-based descriptions) for clarity
- Highlighting time savings to motivate user buy-in
- Reporting early wins to leadership for continued support
- Using analytics to identify drop-off points and optimise
- Encouraging champions within teams to drive adoption
- Managing resistance by addressing security and control concerns
- Using naming and branding to make workflows feel official
- Planning for long-term maintenance and ownership
Module 12: Governance, Compliance, and Auditing - Establishing ownership and stewardship for automated flows
- Documenting workflows for audit and continuity
- Setting up naming conventions for flows and components
- Using sensitivity labels to classify automated processes
- Implementing data loss prevention policies in flows
- Auditing user access and permission changes in SharePoint
- Tracking flow execution for compliance reporting
- Archiving completed workflows and related data
- Ensuring GDPR, HIPAA, or SOX alignment where applicable
- Using retention policies to protect critical process data
- Reporting on workflow efficiency and time saved
- Creating dashboards to visualise automation impact
- Generating compliance reports for internal audits
- Managing deactivation of unused or outdated flows
- Planning for disaster recovery and backup procedures
Module 13: Integration with Microsoft Teams - Embedding SharePoint document libraries into Teams tabs
- Adding custom lists as shared trackers in Teams channels
- Automatically creating Teams channels from SharePoint projects
- Posting workflow updates to Teams for visibility
- Using adaptive cards for approvals and quick responses
- Triggering flows when new messages are posted in Teams
- Automating file storage from Teams chats to SharePoint
- Creating meeting agendas from SharePoint templates in Teams
- Sending meeting minutes to SharePoint after Teams calls
- Syncing Teams attendance to SharePoint attendance logs
- Building feedback forms in SharePoint and sharing via Teams
- Using Teams bots to initiate SharePoint workflows
- Alerting teams when documents are due for review
- Reporting on cross-functional project progress within Teams
- Using Teams as a central hub for connected workflows
Module 14: Scaling Automation Across Departments - Identifying high-impact automation opportunities across functions
- Building standardised templates for HR onboarding
- Designing procurement request workflows with budget checks
- Automating IT ticket routing and escalation paths
- Creating facilities management tracking systems
- Streamlining sales proposal generation and approvals
- Implementing quality assurance checklists in operations
- Building compliance tracking for safety and audits
- Centralising vendor onboarding with document collection flows
- Automating customer feedback processing and response
- Designing project closure checklists with data capture
- Using automation to support ESG and sustainability reporting
- Creating standard playbook templates for future use
- Training peer leads to extend and maintain workflows
- Establishing a centre of excellence for process automation
Module 15: Final Certification Project & Career Advancement - Selecting a real-world workflow from your current role
- Analysing as-is process and identifying automation points
- Designing a future-state workflow diagram and blueprint
- Building the full automation using Power Automate and SharePoint
- Testing the workflow with sample data and role-based feedback
- Drafting a board-ready summary of time and cost savings
- Creating an implementation plan with rollout phases
- Documenting governance and maintenance protocols
- Submitting your project for certification review
- Receiving feedback and refining your submission
- Earning your Certificate of Completion from The Art of Service
- Adding the credential to LinkedIn and job applications
- Crafting a personal statement on your automation impact
- Using certification as leverage in performance reviews
- Projecting your next career move with confidence and proof
- Automatically creating folders when new projects begin
- Generating standardised folder structures for consistency
- Copying template files into new project spaces
- Setting folder permissions based on project roles
- Monitoring folder activity and triggering alerts on changes
- Archiving inactive folders after defined periods
- Automatically renaming files based on metadata
- Converting file formats in bulk using automation
- Extracting text from PDFs and attachments into SharePoint
- Scanning for duplicate or outdated files
- Automating file classification using sensitivity labels
- Tagging files based on content keywords or patterns
- Generating file inventories and storage reports
- Freeing up space by moving cold data to archive locations
- Notifying owners before files are archived or deleted
Module 10: Advanced Conditional Logic and Error Handling - Building complex conditions using AND, OR, NOT logic
- Using switch cases for multi-option decision paths
- Handling null values and missing data gracefully
- Setting up timeout responses for stalled approvals
- Using scope blocks to organise workflow sections
- Implementing retry policies for transient failures
- Logging errors to a central SharePoint error tracking list
- Sending admin alerts when critical flows fail
- Using variables to store and manipulate data across steps
- Incrementing counters and building sequence numbers
- Concatenating strings and transforming data formats
- Extracting substrings, dates, and numbers from text
- Working with arrays and applying apply-to-each loops
- Filtering data sets within flows before processing
- Breaking down large jobs into manageable automation chunks
Module 11: Change Management and User Adoption - Designing workflows that align with user mental models
- Reducing friction in adoption with phased rollouts
- Creating quick-reference guides and job aids
- Running pilot tests with super users before full launch
- Collecting feedback and iterating on early versions
- Training non-technical users through guided walkthroughs
- Using SharePoint communication sites to host process docs
- Embedding video alternatives (text-based descriptions) for clarity
- Highlighting time savings to motivate user buy-in
- Reporting early wins to leadership for continued support
- Using analytics to identify drop-off points and optimise
- Encouraging champions within teams to drive adoption
- Managing resistance by addressing security and control concerns
- Using naming and branding to make workflows feel official
- Planning for long-term maintenance and ownership
Module 12: Governance, Compliance, and Auditing - Establishing ownership and stewardship for automated flows
- Documenting workflows for audit and continuity
- Setting up naming conventions for flows and components
- Using sensitivity labels to classify automated processes
- Implementing data loss prevention policies in flows
- Auditing user access and permission changes in SharePoint
- Tracking flow execution for compliance reporting
- Archiving completed workflows and related data
- Ensuring GDPR, HIPAA, or SOX alignment where applicable
- Using retention policies to protect critical process data
- Reporting on workflow efficiency and time saved
- Creating dashboards to visualise automation impact
- Generating compliance reports for internal audits
- Managing deactivation of unused or outdated flows
- Planning for disaster recovery and backup procedures
Module 13: Integration with Microsoft Teams - Embedding SharePoint document libraries into Teams tabs
- Adding custom lists as shared trackers in Teams channels
- Automatically creating Teams channels from SharePoint projects
- Posting workflow updates to Teams for visibility
- Using adaptive cards for approvals and quick responses
- Triggering flows when new messages are posted in Teams
- Automating file storage from Teams chats to SharePoint
- Creating meeting agendas from SharePoint templates in Teams
- Sending meeting minutes to SharePoint after Teams calls
- Syncing Teams attendance to SharePoint attendance logs
- Building feedback forms in SharePoint and sharing via Teams
- Using Teams bots to initiate SharePoint workflows
- Alerting teams when documents are due for review
- Reporting on cross-functional project progress within Teams
- Using Teams as a central hub for connected workflows
Module 14: Scaling Automation Across Departments - Identifying high-impact automation opportunities across functions
- Building standardised templates for HR onboarding
- Designing procurement request workflows with budget checks
- Automating IT ticket routing and escalation paths
- Creating facilities management tracking systems
- Streamlining sales proposal generation and approvals
- Implementing quality assurance checklists in operations
- Building compliance tracking for safety and audits
- Centralising vendor onboarding with document collection flows
- Automating customer feedback processing and response
- Designing project closure checklists with data capture
- Using automation to support ESG and sustainability reporting
- Creating standard playbook templates for future use
- Training peer leads to extend and maintain workflows
- Establishing a centre of excellence for process automation
Module 15: Final Certification Project & Career Advancement - Selecting a real-world workflow from your current role
- Analysing as-is process and identifying automation points
- Designing a future-state workflow diagram and blueprint
- Building the full automation using Power Automate and SharePoint
- Testing the workflow with sample data and role-based feedback
- Drafting a board-ready summary of time and cost savings
- Creating an implementation plan with rollout phases
- Documenting governance and maintenance protocols
- Submitting your project for certification review
- Receiving feedback and refining your submission
- Earning your Certificate of Completion from The Art of Service
- Adding the credential to LinkedIn and job applications
- Crafting a personal statement on your automation impact
- Using certification as leverage in performance reviews
- Projecting your next career move with confidence and proof
- Designing workflows that align with user mental models
- Reducing friction in adoption with phased rollouts
- Creating quick-reference guides and job aids
- Running pilot tests with super users before full launch
- Collecting feedback and iterating on early versions
- Training non-technical users through guided walkthroughs
- Using SharePoint communication sites to host process docs
- Embedding video alternatives (text-based descriptions) for clarity
- Highlighting time savings to motivate user buy-in
- Reporting early wins to leadership for continued support
- Using analytics to identify drop-off points and optimise
- Encouraging champions within teams to drive adoption
- Managing resistance by addressing security and control concerns
- Using naming and branding to make workflows feel official
- Planning for long-term maintenance and ownership
Module 12: Governance, Compliance, and Auditing - Establishing ownership and stewardship for automated flows
- Documenting workflows for audit and continuity
- Setting up naming conventions for flows and components
- Using sensitivity labels to classify automated processes
- Implementing data loss prevention policies in flows
- Auditing user access and permission changes in SharePoint
- Tracking flow execution for compliance reporting
- Archiving completed workflows and related data
- Ensuring GDPR, HIPAA, or SOX alignment where applicable
- Using retention policies to protect critical process data
- Reporting on workflow efficiency and time saved
- Creating dashboards to visualise automation impact
- Generating compliance reports for internal audits
- Managing deactivation of unused or outdated flows
- Planning for disaster recovery and backup procedures
Module 13: Integration with Microsoft Teams - Embedding SharePoint document libraries into Teams tabs
- Adding custom lists as shared trackers in Teams channels
- Automatically creating Teams channels from SharePoint projects
- Posting workflow updates to Teams for visibility
- Using adaptive cards for approvals and quick responses
- Triggering flows when new messages are posted in Teams
- Automating file storage from Teams chats to SharePoint
- Creating meeting agendas from SharePoint templates in Teams
- Sending meeting minutes to SharePoint after Teams calls
- Syncing Teams attendance to SharePoint attendance logs
- Building feedback forms in SharePoint and sharing via Teams
- Using Teams bots to initiate SharePoint workflows
- Alerting teams when documents are due for review
- Reporting on cross-functional project progress within Teams
- Using Teams as a central hub for connected workflows
Module 14: Scaling Automation Across Departments - Identifying high-impact automation opportunities across functions
- Building standardised templates for HR onboarding
- Designing procurement request workflows with budget checks
- Automating IT ticket routing and escalation paths
- Creating facilities management tracking systems
- Streamlining sales proposal generation and approvals
- Implementing quality assurance checklists in operations
- Building compliance tracking for safety and audits
- Centralising vendor onboarding with document collection flows
- Automating customer feedback processing and response
- Designing project closure checklists with data capture
- Using automation to support ESG and sustainability reporting
- Creating standard playbook templates for future use
- Training peer leads to extend and maintain workflows
- Establishing a centre of excellence for process automation
Module 15: Final Certification Project & Career Advancement - Selecting a real-world workflow from your current role
- Analysing as-is process and identifying automation points
- Designing a future-state workflow diagram and blueprint
- Building the full automation using Power Automate and SharePoint
- Testing the workflow with sample data and role-based feedback
- Drafting a board-ready summary of time and cost savings
- Creating an implementation plan with rollout phases
- Documenting governance and maintenance protocols
- Submitting your project for certification review
- Receiving feedback and refining your submission
- Earning your Certificate of Completion from The Art of Service
- Adding the credential to LinkedIn and job applications
- Crafting a personal statement on your automation impact
- Using certification as leverage in performance reviews
- Projecting your next career move with confidence and proof
- Embedding SharePoint document libraries into Teams tabs
- Adding custom lists as shared trackers in Teams channels
- Automatically creating Teams channels from SharePoint projects
- Posting workflow updates to Teams for visibility
- Using adaptive cards for approvals and quick responses
- Triggering flows when new messages are posted in Teams
- Automating file storage from Teams chats to SharePoint
- Creating meeting agendas from SharePoint templates in Teams
- Sending meeting minutes to SharePoint after Teams calls
- Syncing Teams attendance to SharePoint attendance logs
- Building feedback forms in SharePoint and sharing via Teams
- Using Teams bots to initiate SharePoint workflows
- Alerting teams when documents are due for review
- Reporting on cross-functional project progress within Teams
- Using Teams as a central hub for connected workflows
Module 14: Scaling Automation Across Departments - Identifying high-impact automation opportunities across functions
- Building standardised templates for HR onboarding
- Designing procurement request workflows with budget checks
- Automating IT ticket routing and escalation paths
- Creating facilities management tracking systems
- Streamlining sales proposal generation and approvals
- Implementing quality assurance checklists in operations
- Building compliance tracking for safety and audits
- Centralising vendor onboarding with document collection flows
- Automating customer feedback processing and response
- Designing project closure checklists with data capture
- Using automation to support ESG and sustainability reporting
- Creating standard playbook templates for future use
- Training peer leads to extend and maintain workflows
- Establishing a centre of excellence for process automation
Module 15: Final Certification Project & Career Advancement - Selecting a real-world workflow from your current role
- Analysing as-is process and identifying automation points
- Designing a future-state workflow diagram and blueprint
- Building the full automation using Power Automate and SharePoint
- Testing the workflow with sample data and role-based feedback
- Drafting a board-ready summary of time and cost savings
- Creating an implementation plan with rollout phases
- Documenting governance and maintenance protocols
- Submitting your project for certification review
- Receiving feedback and refining your submission
- Earning your Certificate of Completion from The Art of Service
- Adding the credential to LinkedIn and job applications
- Crafting a personal statement on your automation impact
- Using certification as leverage in performance reviews
- Projecting your next career move with confidence and proof
- Selecting a real-world workflow from your current role
- Analysing as-is process and identifying automation points
- Designing a future-state workflow diagram and blueprint
- Building the full automation using Power Automate and SharePoint
- Testing the workflow with sample data and role-based feedback
- Drafting a board-ready summary of time and cost savings
- Creating an implementation plan with rollout phases
- Documenting governance and maintenance protocols
- Submitting your project for certification review
- Receiving feedback and refining your submission
- Earning your Certificate of Completion from The Art of Service
- Adding the credential to LinkedIn and job applications
- Crafting a personal statement on your automation impact
- Using certification as leverage in performance reviews
- Projecting your next career move with confidence and proof