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We are currently working on various automations for use with Microsoft 365.

An example is as follows:

When an item is created...
Copy files in SharePoint, from source folder and save them under {target folder}

Screenshot 2024-05-17 at 13.03.07.png

This would work with the Secure Embed • Microsoft 365 item view feature to display the newly created folder and files in a view for the item.

We see this as an example of a useful automation if you have regulated environment with standard operating procedures and for each task you’ll need all the required template documents.

This could be risk assessments, project plans, application forms, legal document or anything.

If there are any automations that you’d like to have in this app, please contact to discuss your needs.

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