Friday 9:00 AM - 10:10 AM · Room G6

SharePoint Automation Showdown: Rules, Quick Steps & Power Automate

Laura Rogers

Microsoft MVP, CEO at IW Mentor, @WonderLaura

SharePoint offers several built-in automation tools—Rules, Quick Steps, the Content Approval setting. When should you use each one? And when do you need flows to take things further? In this session, we’ll break down the differences between these automation options, covering their capabilities, limitations, and best use cases.

Then, we’ll go beyond the basics with a real-world Power Automate demo, showing how to build a custom approval process that dynamically routes approvals based on metadata and conditions, and logs approval history in SharePoint for compliance tracking

By the end of this session, you’ll not only understand which automation tool is right for your scenario but also leave with ideas about what Power Automate flows can do beyond SharePoint’s out-of-the-box automations.