Centre approval checklist
Checklist item changes trigger reviewer notifications
Where the action happens
Power Automate
Product or feature needed
Lists, Teams, Approvals
AI required
No
Extra credits
No
Technical skill
Medium
Risk level
Medium
Watch-outs for Automate basics
- 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.
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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