Run an approval or checklist workflow
Move a piece of work through a repeatable set of checks, approvals or status changes and notify the right people at each step.
Where the action happens
Power Automate / Microsoft 365
Product or feature needed
Approval workflow
AI required
No
Extra credits
No
Technical skill
Low to medium
Risk level
Low
Licence dependency
Depends on connectors used.
Credit dependency
No AI credits.
UK availability
available
What it can do
- Run a repeatable process automatically.
- Notify the right people based on dates, status or workflow events.
Limitations
- The process needs an owner and should be tested before wider use.
Prerequisites
- A clear process and source of truth for status or dates.
Notes
Generic automation capability.
Watch-outs for Automate repetitive work
- Start with the simplest reliable workflow before adding AI.
- Flows need an owner and basic monitoring once other people depend on them.
- Premium or external connectors can change licensing requirements.
Last checked: 2026-10-09
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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