Automated Workflow: Microsoft Automate


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


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


  • 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

Get help

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


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

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:


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:

Request a Project

Related Articles (3)

Learn how to create a new workflow from scratch in Microsoft Automate.
View all help and resources for Microsoft Automate.
Learn more about how to request your own process automation project from OIT.


Service ID: 149
Thu 2/10/22 9:16 AM
Wed 11/22/23 12:56 PM