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.
Automatically download and upload files
- Files can be automatically uploaded, downloaded, or integrated with existing applications
- Check files in and out automatically
- Send notification of file updates
See how simple these processes are in the following tutorials:
Monitor SharePoint folders and workflows
To execute SharePoint monitoring, Automate implements 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 by monitoring when an item is uploaded, downloaded, checked in, checked out, moved, deleted, updated, or more.
Manage SharePoint users, groups and user alerts
Allows for management and administration of SharePoint users, groups and alerts through a drag-and-drop interface.
Initiate a backup/restore of a SharePoint site
With Automate’s enhanced features for SharePoint, you can automatically backup and restore your SharePoint site. The ability to backup whole sites from the server level with just a few clicks means that your SharePoint site is easy to maintain and remains up to date for your company’s continued collaboration.
SharePoint Actions
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
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.
SharePoint Automation in IT
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.
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
Automate is an intuitive IT automation platform designed to help businesses of any size increase efficiency and maximize ROI throughout the organization. Try it free for 30 days.