SharePoint Automation | Automate

SharePoint Automation

Automate your SharePoint processes from a single platform

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Microsoft SharePoint is a powerful business collaboration platform. For many organizations, SharePoint is a mission critical component of their operations; it facilitates intranet portals, extranets and websites, document management and file management, collaboration spaces, social networking tools, enterprise search, business intelligence tooling and process/information integration. For IT, in particular, SharePoint helps the team focus on and communicate about business priorities.

However, SharePoint can be difficult to navigate for many users, not to mention that maintaining your SharePoint site and constantly uploading and monitoring the status of your documents is extremely time-consuming.

That’s where SharePoint automation comes in. Automate’s native SharePoint integration enables businesses to integrate SharePoint into workflows with disparate applications across their network. Automate's pre-built SharePoint actions and drag-and-drop interface automate the management and administration of SharePoint users, sites, libraries, workflows, and lists. Automate provides the capability to automate all SharePoint business and IT processes on a single platform.

SharePoint Automation Features

Looking to implement SharePoint automation in your organization? Here are the key features which allow you to streamline SharePoint-related processes.

No code automation

The simple drag-and-drop interface provides a code-free, single platform for administrators to:

Control and query SharePoint workflows letting you design flow processes to execute different tasks and handle exceptions and errors.

Eliminate latency, errors, and operational costs that manual administration of tasks can present.

Automate the management of SharePoint views - create, deploy, delete, update, and list views automatically.

Watch the 2 minute video tutorial
to see how easy it is to create a SharePoint automation workflow.

SharePoint Actions

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The SharePoint action within Automate combines capabilities for automation of both administrative tasks, such as adding Users and business tasks such as adding new documents and updating sites. The workflows below show a few examples of how this functionality can be used:

SharePoint - Add List Item
Adds an item to an existing SharePoint list.
SharePoint - Create Session
Creates a new SharePoint session.
SharePoint - Move File 
Moves file from source URL to destination URL.
SharePoint - Add to Role 
Adds the user to the specified role definition.
SharePoint - Create Site
Creates a new SharePoint site.
SharePoint - Remove List Item
Removes an item from the specified list.
SharePoint - Add User to Group
Adds a user to the specified group.
SharePoint - Delete File
Deletes an existing file or document.
SharePoint - Remove User from Group
Removes the specified user from the specified group.
SharePoint - Check In
Checks in a document.
SharePoint - Delete Folder
Deletes a folder in an existing document library.
SharePoint - Rename Folder
Renames a folder.
SharePoint - Check Out
Checks out a document.
SharePoint - Delete Role
Deletes an existing role.
SharePoint - Update Group
Updates information for the specified group.
SharePoint - Copy File 
Copies file from source URL to destination URL.
SharePoint - Discard Check Out
Discards an existing check out.
SharePoint - Update List
Updates a list based on specified field definitions.
SharePoint - Create Folder
Creates a folder in an existing document library.
SharePoint - Download File
Downloads a file from a SharePoint library.
SharePoint - Update List Item
Updates an item from the specified list.
SharePoint - Create Group
Creates a new group.
SharePoint - Get Files
Retrieves files from a SharePoint library.
SharePoint - Update Role
Updates information for the specified role definition.
SharePoint - Create List
Creates a new list.
SharePoint - Get Folder(s)
Retrieves folders from a SharePoint library.
SharePoint - Update Site
Updates information for the specified site.
SharePoint - Create Role 
Creates a new role assignment in which to add items.
SharePoint - Get List Items
Retrieves items and populates a dataset with results.
SharePoint - Upload File
Uploads a file to the specified site. 

See SharePoint Automation in Action

SharePoint Automation in Business

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An example workflow: An Automate task is triggered by an email attachment delivered to a specific mailbox. The task analyzes the attachment, determines that certain criteria are met, and feeds the contents of the attachment to an ERP process. After the ERP process is completed, the data is persisted in a SQL database. An Excel report is generated, uploaded to SharePoint, and emailed to a supervisor.

 

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SharePoint Automation in your Business

SharePoint Automation in IT

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An example workflow: An Automate task is triggered by the presence of a new employee record in a SQL database. The task creates a new Active Directory user, a new contact in Exchange, adds the user to a group in SharePoint, and emails an IT administrator.

 

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SharePoint Automation in IT

SharePoint, Excel, PowerShell and More

Automating Microsoft Applications

In this webinar, learn how to use automate your most time consuming and repetitive Microsoft application tasks, normally done by you or your team. In this webinar, we’ll show you how to:

  • Integrate and automate Excel file processing
  • Generate and distribute Word documents
  • Access documents and data via SharePoint
  • Create new users via Active Directory
  • And more!

Get Started with SharePoint Automation

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