Automated Document Approval Workflow

Nandan Vallamdasu

Automation Engineer

Business Workflow Automation

Microsoft Power Automate

Microsoft SharePoint

Microsoft Teams

IT Infrastructure

🗂️ Automated Document Approval Workflow using Power Automate & SharePoint

💡 Project Overview

This project automates the document approval process using Microsoft Power Automate, integrated with SharePoint Online and Microsoft Teams.

Whenever a document is uploaded to a SharePoint document library, an approval request is automatically sent to the team. Upon approval, the document is moved to a final folder, and a notification is sent via Teams — eliminating the need for manual follow-ups and ensuring efficient document management.

⚙️ How the Flow Works

Trigger - File Upload

When a file is uploaded to a designated SharePoint Document Library, the flow is automatically triggered.

Approval Request

An approval card is sent to the team via Microsoft Teams.

Team members can approve or reject the document directly from the Teams interface.

✅ If Approved

The document is automatically moved from the Pending Approval folder to the Final Approved folder in SharePoint.

A notification is sent to the document owner (or you) on Microsoft Teams confirming the approval.

❌ If Rejected

A rejection message is sent to the document uploader.

The document remains in the Pending Approval folder for further updates or revisions.

🧰 Tech Stack

💼 Microsoft Power Automate

🗃️ SharePoint Online

💬 Microsoft Teams

🌐 Office 365 Environment

💼 Use Case

Simplified and reliable document approval process.

Increased transparency and accountability in document handling.

Automated notifications and document sorting.

Reduced manual tracking efforts.

🚀 Outcome

This flow helped:

Save valuable team time by automating document routing.

Ensure all approvals are properly logged and communicated.

Keep the SharePoint library organized and updated without manual intervention.

Deliver instant updates to stakeholders via Teams.

🏷️ Tags

Power Automate SharePoint Microsoft Teams Workflow Automation Document Management

📣 About the Author

Designed and built by Nandan Vallamdasu — passionate about automating business processes and enhancing team collaboration using the Microsoft Power Platform.

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