Automations
In the automation center, search for “Microsoft 365”:
![Screenshot 2024-07-10 at 12.43.49.png](../__attachments/5078974469/Screenshot%202024-07-10%20at%2012.43.49.png?inst-v=c7e24a18-8dcb-4de7-aafe-d131f46acec7)
Then click on the app “Microsoft 365” displayed…
![Screenshot 2024-07-10 at 12.38.46.png](../__attachments/5078974469/Screenshot%202024-07-10%20at%2012.38.46.png?inst-v=c7e24a18-8dcb-4de7-aafe-d131f46acec7)
Currently there are 2 related automations, which essentially do the same thing, but have different triggers:
When an item is created in a board.
When the status of an item in a board changes to something.
When either of changes have been triggered, the app will copy the files in a SharePoint site from a source folder to a new folder under a target folder.
The automations work with the Secure Embed • Microsoft 365 item view feature to display the newly created folder and files in a view for the item.
If the automation has been executed successfully, the Secure Embed • Microsoft 365 item view will automatically be configured to point at the newly created folder and cannot be configured manually.
How the automations works
Here’s a walkthrough video to show how the automations feature work:
https://www.youtube.com/watch?v=4mq-_Q6FgssUse cases
We see these automations as very useful if you work in a regulated environment with standard operating procedures and for each task you’ll need all the required template documents.
Project management documents
Case management documents
HR processes
Recruitment documents
Real estate sales documents
Processes & certifications
APQC
ISO 9001
SOC2
Investors in People
ITIL
Request an automation
If there are any automations that you’d like to have in this app, please contact support@dsapps.dev to discuss your needs.