- Course
Automate SharePoint File Actions with Rules
Automating file tasks in SharePoint saves time and reduces errors. This course will teach you how to use Rules and Quick Steps to streamline notifications, file moves, and metadata updates.
Beginner
- Course
Automate SharePoint File Actions with Rules
Automating file tasks in SharePoint saves time and reduces errors. This course will teach you how to use Rules and Quick Steps to streamline notifications, file moves, and metadata updates.
Beginner
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This course is included in the libraries shown below:
- Core Tech
What you'll learn
Manual file tasks in SharePoint—like sending notifications, moving documents, or starting conversations—waste time and create errors. In this course, Automate SharePoint File Actions with Rules, you’ll learn to streamline these actions without code. First, you’ll explore how to create Rules that automatically trigger file-based actions when content changes. Next, you’ll discover how to use Quick Steps to apply one-click actions such as starting a Teams chat from a document. Finally, you’ll see how these tools can reduce repetitive work and improve consistency in document libraries. When you’re finished with this course, you’ll have the skills and knowledge of SharePoint automation needed to save time and boost productivity.
Automate SharePoint File Actions with Rules
Beginner
Table of contents
Vlad is an Office 365 consultant helping organizations get the most out their Microsoft 365 Digital Workplace. IT Professional at heart, Vlad focuses on helping administrators deploy, manage, automate, and configure governance across services such as SharePoint, OneDrive for Business, and Microsoft Teams. As an author, Microsoft Certified Trainer and recognized international speaker, Vlad has helped over a million IT Professionals and end-users across the globe to better understand and to get the most out of Office 365 and the greater Microsoft 365 platform. Vlad is the author of three SharePoint books published by Apress and over 25 courses on Pluralsight covering Microsoft 365, Azure, and the Power Platform.