University Customer Project Review
3-layer document approval automation using SharePoint and Power Automate
Project Description:
Process Steps
• Enter names of the approval chain
• Attach document
User post document to
SharePoint
• The user will receive an email as each
approver rejects or approves their document.
Document gets sent
sequentially through
approval chain
• Comments from approvers and approval
status is reflected in the SharePoint list.
SharePoint item is
updated
• Enter names of the approval chain
User post document
to SharePoint
• The user will receive an email as each approver rejects or
approves their document.
Document gets sent
sequentially through
approval chain.
• The user will receive an email as each approver rejects or
approves their document.
Document gets sent
sequentially through
approval chain.
Timeline
Customer reached out with project idea
Accepted project and cleared up details on phone
Created minimum viable product and reviewed
with customer
Created final product and sent to customer
Helped customer install and get started with the
flow
• 1-week turnaround
• University customer
• Less than $50
• Developed options package
for other flows and apps
Other Details

Approval Flow

  • 1.
    University Customer ProjectReview 3-layer document approval automation using SharePoint and Power Automate Project Description:
  • 2.
    Process Steps • Enternames of the approval chain • Attach document User post document to SharePoint • The user will receive an email as each approver rejects or approves their document. Document gets sent sequentially through approval chain • Comments from approvers and approval status is reflected in the SharePoint list. SharePoint item is updated
  • 3.
    • Enter namesof the approval chain User post document to SharePoint
  • 4.
    • The userwill receive an email as each approver rejects or approves their document. Document gets sent sequentially through approval chain.
  • 5.
    • The userwill receive an email as each approver rejects or approves their document. Document gets sent sequentially through approval chain.
  • 6.
    Timeline Customer reached outwith project idea Accepted project and cleared up details on phone Created minimum viable product and reviewed with customer Created final product and sent to customer Helped customer install and get started with the flow • 1-week turnaround • University customer • Less than $50 • Developed options package for other flows and apps Other Details