In a world where speed and accuracy are non-negotiable, manual processes become the bottleneck. Microsoft Power Automate (formerly Flow) lets you build low-code “automations as code” that integrate seamlessly with SharePoint. In this post, we’ll dive into five ready-to-deploy flows that will transform your SharePoint sites from static document stores into dynamic, self-driving workhorses.
1. Auto-Archive Stale Documents
Why you need it
Over time, your document libraries fill up with legacy files. Auto-archiving keeps your main workspace lean, while preserving historical data in a dedicated archive site.
Flow Overview
Trigger: Recurrence (once per day at 2 AM)
Action 1: Get files (SharePoint “Get files (properties only)” on your target library)
Action 2: Apply to each → Filter where Modified ≤ addDays(utcNow(), –180)
Action 3: Move file (SharePoint “Move file” to your Archive library)
Action 4 (optional): Send summary email to site owner
Key Details
Use an OData filter query:
Modified le '@{formatDateTime(addDays(utcNow(), -180), 'yyyy-MM-ddTHH:mm:ssZ')}'
Ensure the Archive library has identical folder structure (or adjust “Destination Path” dynamically via expressions).
Test on a small subset before going wide—use “Top Count” = 10 in your Get files action.
2. Instant Approval Chain
Why you need it
Approvals scattered across inboxes get lost. This flow routes a document through a manager hierarchy automatically—no Outlook clicks required.
Flow Overview
Trigger: When an item is created or modified in your “Draft Approvals” list
Action 1: Initialize Variable
currentApprover
(string)Action 2: Switch on a “Manager Level” column (e.g., “Level 1”, “Level 2”)
Action 3: Start and wait for an approval (Approvals – send to
currentApprover
)Action 4: Condition: if Approved, update item → increment “Manager Level” → loop back to Action 2, else send Rejection email
Key Details
Adaptive Cards integration: embed rich details (document preview, comments) directly in Teams
Dynamic hierarchy: store your org chart in a SharePoint list and
Get items
at runtime to determine next approverTimeouts & escalations: configure “timeout” on the approval action and add a parallel branch to notify HR if stuck > 48 hrs
3. Daily Digest Email
Why you need it
Teams wake up to an avalanche of lists and libraries. A single daily summary keeps everyone informed without inbox overload.
Flow Overview
Trigger: Recurrence every day at 8 AM
Action 1: Get changes for an item or file (SharePoint “Get changes for an item or a file (properties only)”) for each target list/library
Action 2: Apply to each → if Has Column Changed? = true, compose an HTML snippet with Title + Link
Action 3: Append to variable
digestHTML
Action 4: Send email (Office 365 Outlook “Send an email (V2)”) with
digestHTML
as the body
Key Details
Use
<table>
HTML for neat formatting: columns for “Library”, “Title”, “Modified By”Leverage Page templates: store a base HTML template in a SharePoint “Templates” library and
Get file content
, thenreplace()
placeholders
4. Cross-Site List Sync
Why you need it
Your global “Projects” list lives in multiple Hub sites. This flow keeps them in lock-step without manual CSV exports.
Flow Overview
Trigger: When an item is created or modified in the source list
Action 1: Get item (source)
Action 2: Get items (target list) with OData filter
Title eq ‘@{triggerOutputs()?['body/Title']}’
Action 3: Condition: if exists → Update item in target; else → Create item in target
Action 4: (Optionally) Handle deletions via a separate scheduled flow that checks for missing titles
Key Details
Delegation: for large lists, filter server-side via OData to avoid delegation warnings
Batching: group create/update actions into a single “Send an HTTP request to SharePoint” call for volume efficiency
Conflict resolution: add a “Last Synced” timestamp field to detect out-of-order changes
5. Onboarding Checklist Automation
Why you need it
Manual onboarding checklists slip through the cracks. Automate task creation, folder provisioning, and welcome messages in one go.
Flow Overview
Trigger: When a new item is added to a “New Hire” list
Action 1: Create Microsoft Planner tasks (for each checklist item) in your “HR Onboarding” plan
Action 2: Create a folder in OneDrive/SharePoint (“New Hires/[@{Title}]”)
Action 3: Send Teams message to #onboarding channel with welcome card + links
Action 4: Add new hire to Azure AD security group (via Azure AD connector)
Key Details
Planner templates: store your checklist in a template plan and
Get tasks from plan
to clone automaticallyAdaptive Card: design a beautifully branded card in the Adaptive Card Designer and embed it in Teams
Error handling: wrap your flow in a parallel “Scope” with “Configure run after” on failure to notify ITOps
Conclusion
Power Automate transforms SharePoint from a passive file cabinet into an active workflows engine. By implementing these five flows, you’ll reclaim hours, enforce consistency, and impress stakeholders with near-instant automation.
Ready to deploy?
Click the links in each section to access Microsoft’s official templates.
Customize for your site URLs and field names.
Test on a dev site, then promote to production via solutions and ALM pipelines.
“Automate what you can, then innovate on what you do.”
Happy automating!