Microsoft’s Sharepoint is a robust business platform that offers improved collaboration, content management, search and business intelligence capabilities to organizations all over the world. Some of the leading companies are already leveraging these capabilities of SharePoint to increase their business productivity as well as efficiency. 

However, for many users SharePoint is somewhat difficult to navigate. It is tedious to maintain SharePoint sites and time-consuming to monitor the status of their documents. Here is where Workativ’s process automation comes into the picture. 

Here are just some of the ways you can streamline your SharePoint-related processes using Workativ’s process automation: 

• Implement code-free SharePoint workflow automation 
• Eliminate latency, errors, and operational costs 
• Retrieve and control SharePoint workflows 
• Keep tabs with SharePoint workflow management 
• Check and retrieve files automatically 
• And more! 

If your business is using a document management software like Microsoft Sharepoint, it is high-time you integrated it with Workativ to reap the benefits of automation.   

How Workativ streamlines key SharePoint processes 

By integrating Microsoft Sharepoint and Workativ, you streamline your workplace IT support to connect employees, processes, and automations into a transparent workflow. Let’s take a look at some of the automations you get with Workativ and Microsoft SharePoint integration.  

1. Get File Link 

Whether it’d be to quickly look up an FAQ document or a Product Requirements Document or any kind of document for the matter, employees don’t have to log in to their SharePoint portal each and every time to look up a document. Instead, with Workativ’s SharePoint process automation, employees can ask Workativ to bring up a file link on their Slack or Microsoft Teams app and Workativ will immediately fetch and display the link from SharePoint in the blink of an eye! 

2. Get Documents 

Whenever an employee needs to download a document from SharePoint on to their device, they can use Workativ to do so in an instant. Employees will just have to ask Workativ like “Hey, I need to download xyz document” and Workativ will get to action and fetch and display the document for download to the employee on their Slack or Microsoft Teams app. 

Popular Microsoft SharePoint Integrations 

With Workativ, you can connect multiple apps and set up an automation involving a synergistic workflow of tasks on those apps. Let’s take a look at some of the apps you can combine with Microsoft SharePoint using Workativ.   

1. SharePoint and ServiceNow integration 

With Workativ, you can set up a SharePoint and ServiceNow automation such that, in case the SharePoint automation doesn’t behave as intended, a ticket gets automatically created on ServiceNow giving the help desk team a head-up about the situation so that help desk agents can take over and look into the issue immediately.  

2. Jira SharePoint integration 

You can set up a SharePoint and Jira automation using Workativ such that, whenever there’s an important product-related update to be shared with the dev team, after the product manager uploads the update document into Sharepoint, it gets shared with the entire dev team via automatic Jira ticket creation by Workativ. Sounds so simple, right? 

3. SharePoint integration with Slack 

Whenever there’s a new employee being onboarded, help desk agents can set up an automation on Workativ by integrating Slack and SharePoint such that, the new employee guidelines document from SharePoint gets shared with the employee on their Slack channel by Workativ. This prevents the employee from going on a search spree on what are the company guidelines to be followed. 

4. Freshdesk SharePoint integration 

Using Workativ, you can set up a SharePoint and Freshdesk automation such that, in case the SharePoint automation doesn’t behave as intended, a ticket gets automatically created on Freshdesk informing the help desk team that the automation has gone haywire so that they can step-in and resolve the issue quickly. 

How to automate SharePoint processes with Workativ 

Now that we’ve seen the endless possibilities of what integrating Workativ and Microsoft SharePoint and your existing apps can do for you, let’s see how you can go about the same.      

1. Automation Designer   

Workativ’s intuitive three-step no-code automation designer lets you set up automations that combine tasks on different apps into one efficient workflow. The three steps are as follows:      

Step-1: Specify the inputs that you want the chatbot to converse and get from a user for the automation. If you set up a Microsoft SharePoint automation for an employee to view a file, you’ll have to specify inputs like the file name, site name and the drive name. These details will be gathered from the employee by Workativ during the conversation.      

Step-2: Log in to the app of your choice with your credentials, map the inputs you got from the user in Step-1 to the appropriate fields, click save and you’re done. For an employee to view a file on Microsoft SharePoint, select Microsoft SharePoint from the apps list, connect with credentials, and map inputs from the pop-up that’ll appear. And that’s it.      

Step-3: This step is optional, although I would recommend that you don’t skip this. You can enter the email IDs of people in your organization to whom you want Workativ to send out log reports each time the automation runs.      

Easy right? All in three, very simple steps. Oh, forgot to tell you, you can even skip these steps altogether with the Automation Marketplace. With ready-to-use, 200+ pre-built automations for popular apps deliver workflow automation in seconds. Just download. No coding.   

2. Dialog Designer     

With the Dialog Designer, you can create conversation/dialog flows for a chatbot effortlessly in just a few minutes. With the plethora of options available, you can customize the dialog any way you want. Let’s see the steps for creating a dialog flow.      

Step-1: Set up a dialog by telling Workativ for what phrases it should use that dialog for conversing with a user. If you’re setting up a dialog for an employee to view a file on Microsoft SharePoint, you can specify phrases like “I’m looking for the monthly report” or “I want to view the monthly report” that the user might say so that the chatbot can identify it and use the dialog.      

Step-2: After setting up the dialog, you can test it in real-time using the Try Me feature.     

Step-3: After you’re done with testing and improving the dialog to sound more human and have a natural flow, you can add the chatbot to your business’ Slack or Microsoft Teams workspace and enable seamless conversational Microsoft SharePoint self-service for your employees.    

Benefits 

1. Easy Accessibility 

Users can easily and quickly access all documents stored on SharePoint. For instance, if any employee is seeking team related details, then the data is easily accessible on Workativ. 

2. Creating a Synergy between your Apps     

You can combine your other apps with Microsoft SharePoint creating an automated workflow that does much more with those apps in just a single run. 

3. Leverage SharePoint infrastructure 

We designed Workativ for SharePoint to be simple to use, easy to manage, and require minimal effort to get up and running. There’s no need to install additional software – our automation designer is native to SharePoint and allows you to build simple to sophisticated workflows quickly and easily. 

4. Microsoft SharePoint Employee Self Service  

Workativ provides users with a holistic self-service interface for all of their IT needs. By integrating SharePoint with Workativ, end users can retrieve and view files with ease. This integration saves time and greatly enhances the user experience.  

Liked what you read about Workativ? Try Workativ today by signing up for a FREE trial at workativ.com and experience the difference yourself.   

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