Save attachments
Save emailed centre documents to SharePoint
Where the action happens
Power Automate
Product or feature needed
Outlook and SharePoint connectors
AI required
No
Extra credits
No
Technical skill
Medium
Risk level
Medium
Watch-outs for Tier 0
- Do not upload live assessment materials into general chat.
- Do not upload candidate data unless policy allows it.
- Copilot Notebooks and Pages need sharing and permission guidance.
- Staff may over-trust confident AI wording.
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.
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