On-Demand Webinar

Tapping SharePoint's Full Potential with Automate

March 27, 2018


Microsoft SharePoint is a popular and powerful platform that facilitates collaboration within businesses. The benefits include easy access to documents and information and better intelligence and insights. However, using SharePoint alone also has some downsides. Automate can help you get the most out of SharePoint through automation.

Common SharePoint Challenges

SharePoint can be time consuming to navigate and manage. Furthermore, there’s the problem of keeping your information on SharePoint synced with the rest of your corporate data. Say you need to update a set of files daily to match the data in your SQL database. When you just have a handful of files, it’s no big deal. But what happens when that number expands to hundreds or thousands of files? Chances are, if the process is manual, you will simply not be able to keep up with the workload.

What Automate Adds to SharePoint

A key to streamlining processes using Automate is implementing event-driven automation through Automate triggers. A trigger is an event that kicks off a process without any need for manual intervention. The SharePoint trigger can start an automated workflow when an item is uploaded, downloaded, checked in, checked out, moved, deleted, updated, or more.

Virtually all the activities you need to perform regularly on SharePoint can be set up as automated tasks using Automate’s intuitive, drag-and-drop interface. You can automate searches, creating or updating sites, uploading and downloading files, and managing your lists. For example, you could set up Automate to get information from your lists and compare it to data in an SQL database. If the data doesn’t match, Automate will automatically update the lists on SharePoint.

A special feature of Automate’s SharePoint integration is the SharePoint browser, a user-friendly interface that lets you connect directly to a SharePoint site as you build a task in Automate. This gives you the ability to view and select the content (such as a SharePoint list or calendar) that you want to use in the automated process.

See for Yourself

Ready to start automating your SharePoint processes? Get a personalized demonstration of Automate from a software expert. 

Stay up to date on what matters.