Automated Workflow: Microsoft Automate

Description

Electronic automated workflow for business processes (i.e. processing application forms, departmental approval processes, etc.).

Access

• Navigate to the "waffle" app launcher in the top left of a Microsoft 365 service (e.g. Catmail or OneDrive)

• Or visit the Microsoft Flow web page

Who can access

• All OHIO users with access to Microsoft 365 can use the base version of Microsoft Automate.

  • Faculty and staff who have budget authority and/or their delegate may request automated workflow development for their unit. 

How to request

• If you would like OIT's help in optimizing a workflow, please request a process automation project.

Features

• Three different types of flows to accommodate various needs:

  • Automated flows - trigger a flow when a specific event occurs (e.g. you receive an email with a keyword in the subject)

  • Instant/button flows - trigger a flow by clicking a button on your device, including mobile devices

  • Scheduled flows- set date/time criteria to trigger a pre-scheduled flow

Additional resources

Join the Digital Workflow Advisory Community

• The Digital Workflow Advisory Community is open to OHIO students, faculty, and staff who have an interest in automated workflows that replace manual business processes, electronic forms, document digitization, and digital document content management.

Service support

• To view the Digital Workflow roadmap, navigate to our IT Services roadmaps webpage. Under Available roadmaps, in the Service dropdown menu, select Digital Workflow.

• Digital Workflow Service Level Agreement

• Help & Resources: Microsoft Automate

Get help

• Visit the Technology Help Center (help.ohio.edu) to get live support, view outages, and browse trainings.

Accessibility

Visit the following Microsoft support page for information about accessibility features available for Microsoft 365: 

• Microsoft's approach to accessibility

Ohio University strives to make its digital resources and services accessible to all visitors, including those with disabilities who may also be using assistive technology. If special steps are necessary in order to improve the accessibility of experiences for end-users, those steps must be taken. 
 
If you experience a barrier that affects your ability to access OHIO websites, videos, online forums, documents, or other information technology, please let us know. 
For further information about OHIO's digital accessibility resources, see:

• Digital Accessibility

• Office for University Accessibility

• Student Accessibility Services

• Ohio University's IT Accessibility Policy

Security

The Ohio University Information Security Office strives to educate and empower the University community to appropriately manage risks and protect OHIO’s information and systems. This effort is facilitated through policies, standards, and information security risk management program, as well as other tools and guidance that are provided to the University community. This modern approach creates a safe computing environment in which the University community can teach, learn, and conduct research. 

For additional information about OHIO’s security resources, see:

• Resources for students 

• Resources for faculty and staff 

• Resources for researchers