Power Apps with Automate and SharePoint — Lesson 3: Power Automate and Copilot-Assisted Workflows

Learning Objectives

• Automate approvals, notifications, document routing, reminders, and updates
• Use conditions, expressions, trigger controls, retries, and exception handling
• Apply Copilot assistance while validating formulas, actions, permissions, and results

Detailed Topics

• Automate approvals: Automate approvals, notifications, document routing, reminders, and updates
• Use conditions: Use conditions, expressions, trigger controls, retries, and exception handling
• Apply Copilot assistance while validating formulas: Apply Copilot assistance while validating formulas, actions, permissions, and results

Guided Demonstration

1. Review the requirement, users, data, dependencies, permissions, risks, and expected result.
2. Demonstrate the relevant configuration, application, automation, analysis, security, or development workflow step by step.
3. Capture settings, outputs, logs, screenshots, calculations, test results, and other useful evidence.
4. Compare the observed result with acceptance criteria and explain any corrective action.

Hands-On Activity

Create a controlled SharePoint approval workflow.

• Document assumptions, prerequisites, and the planned sequence before starting.
• Complete the activity and preserve evidence of normal, boundary, and failure behavior.
• Record issues, corrective actions, reusable notes, and the next improvement priority.

Scenario Analysis

• Identify the business or technical decision that must be made.
• Compare valid implementation approaches and their trade-offs.
• Consider security, privacy, accessibility, performance, support, and operational impact.

Troubleshooting Focus

• Separate symptoms from causes and collect evidence before applying a fix.
• Check configuration, data, permissions, dependencies, capacity, connectivity, and recent changes.
• Validate rollback, recovery, ownership, user impact, and business continuity.

Validation Checklist

• The requirement, scope, inputs, and expected outcome are clear.
• The selected design or configuration is documented and follows approved standards.
• Normal, boundary, failure, security, accessibility, and operational conditions are reviewed.
• The result is supported by evidence and the next improvement is prioritized.

Lesson Outcome

Learners can explain and apply Power Automate and Copilot-Assisted Workflows in a realistic scenario and validate the result with documented evidence.