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Automate basics

Power Automate — standard workflows

Use this stage when the work should run as a repeatable process: 'when X happens, do Y'. Many valuable awarding-organisation automations do not need AI at all.

Typical products and features

  • Power Automate cloud flows
  • Microsoft Forms
  • SharePoint Lists
  • Outlook
  • Teams
  • Planner
  • Approvals
  • OneDrive

Best-fit users

  • Operations teams
  • Customer support
  • Quality assurance
  • Product administration
  • Centre approval teams
  • Compliance coordinators

Extra cost risk: Usually low when standard connectors are enough

Watch-outs

  • Prefer standard workflows where they solve the problem; they are often cheaper and easier to test than AI-based automation.
  • Moving from Microsoft 365 connectors to external or premium systems can change licensing requirements.
  • Flows need named owners, documentation, monitoring and continuity planning.
  • Include flows in offboarding so they do not become orphaned when makers leave.

Example use cases (11)

Automate basicsLow riskUpdated 5 Sept

Centre query intake

Forms submission creates a List item and Teams alert

No AI needed

Where: Power Automate

Automate basicsLow riskUpdated 3 Sept

Qualification review tracker

New document upload creates Planner tasks

No AI needed

Where: Power Automate

Automate basicsMedium riskUpdated 3 Sept

Conflict declaration reminders

Staff receive scheduled reminders and managers see completion

No AI needed

Where: Power Automate

Automate basicsMedium riskUpdated 3 Sept

EQA action tracking

Overdue EQA actions trigger Teams notifications

No AI needed

Where: Power Automate

Automate basicsHigh riskUpdated 3 Sept

Complaint acknowledgement

Email receipt creates a case record and acknowledgement

No AI needed

Where: Power Automate

Automate basicsMedium riskUpdated 3 Sept

Centre approval checklist

Checklist item changes trigger reviewer notifications

No AI needed

Where: Power Automate

Automate basicsLow riskUpdated 3 Sept

Document upload notification

New centre document alerts the right team

No AI needed

Where: Power Automate

Automate basicsLow riskUpdated 3 Sept

Policy review reminder

Scheduled reminders for policy owners

No AI needed

Where: Power Automate

Automate basicsLow riskUpdated 3 Sept

Meeting action reminders

Actions from a List trigger reminder emails

No AI needed

Where: Power Automate

Automate basicsMedium riskUpdated 3 Sept

Governance evidence tracker

Evidence request status updates stakeholders

No AI needed

Where: Power Automate

Automate basicsMedium - reduces oversharing and stale-content risk riskUpdated 3 Sept

Archive stale project spaces for Copilot readiness

IT uses a non-AI workflow to ask site owners whether old qualification project sites should be archived, retained or cleaned up before wider Copilot rollout.

No AI needed

Where: SharePoint / Power Automate / Teams

Disclaimer: Always follow your organisation's internal guidance and policies regarding AI usage. The suggestions in this guide have been created to the best of accuracy, but Microsoft licensing, pricing and feature availability change frequently — treat them as a planning baseline, not a procurement quote.