Qualification review tracker
New document upload creates Planner tasks
Where the action happens
Power Automate
Product or feature needed
SharePoint and Planner connectors
AI required
No
Extra credits
No
Technical skill
Low to medium
Risk level
Low
Watch-outs for Tier 2
- Standard Microsoft connectors are usually simpler than premium connectors.
- Moving from “send notification” to “update business system” may trigger premium connector needs.
- Flows need owners, documentation and continuity planning.
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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