Automations

In the automation center, search for “Microsoft 365”:

Then click on the app “Microsoft 365” displayed…

Currently there are 2 related automations, which essentially do the same thing, but have different triggers:

1. When an item is created in a board.

2. 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:

Use 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.