Sharepoint Automator

Optimize File Management and Ensure Compliance with Intelligent SharePoint Automation

Pain Points:
Many organizations struggle with managing document workflows across local file systems and SharePoint environments. Manual file transfers, version control issues, and inconsistent archiving practices often result in compliance risks, operational delays, and unnecessary overhead.

Offering:
The SharePoint Automation Library is a reusable, scalable solution built on Microsoft Power Automate. It automates the end-to-end handling of files—detecting the latest files from either SharePoint folders or local folders, validating and archiving them to designated SharePoint destinations, managing duplicates, and generating email alerts based on processing results.

Designed with configurability in mind, this library uses Excel-driven config for file paths, conditions, and rules—making it flexible, maintainable, and adaptable to enterprise needs. It supports document intake, audit trails, and routine document processing scenarios such as compliance archiving, daily reporting, and file management.

Benefits:
✔ IT Teams / Automation Engineers – Easily deploy and configure automation using standard Microsoft tools (Power Automate, Excel, SharePoint).
✔ Business Users – Reduce manual workload, ensure consistent file handling, and gain assurance that all important documents are archived and traceable.
✔ Compliance Managers – Enforce structured document retention policies with minimal effort.
✔ Enterprise Value – Scales across departments and use cases, with minimal code and full transparency.

With robust error handling, modular design, and built-in SharePoint integration, this solution brings efficiency, reliability, and control to file-centric workflows—enabling smarter operations with less effort.

Key Features:

• Automatically detects and processes the latest files from local folders and SharePoint Folders.
• Archives files into a configured SharePoint destination folder.
• Handles duplicate file scenarios and common error conditions gracefully.
• Sends email notifications based on success/failure outcomes.
• Supports Excel-driven configuration for scalable deployment.
• Ideal for document intake, compliance archiving, and recurring document workflows.

This solution helps organizations eliminate repetitive file management tasks, ensuring consistency and structure across platforms.

Ideal for document intake, compliance archiving, and recurring workflows, this solution helps organizations reduce manual effort, improve operational efficiency, and maintain consistent, structured document handling across platforms.

Supported Editions
Essential and Premium editions of Microsoft Power Automate (Cloud and Desktop).

Supported Countries
Available in all countries where Microsoft Power Automate is available.

Supported Languages
Available in English (all regions).