How to Create a Document Approval Workflow with SharePoint & Power Automate

In this Video, I will show you how to simplify the document approval process using SharePoint and Power Automate.

In this tutorial, we walk you through the step-by-step process of creating a powerful workflow that automates document review and approval. Learn how to set up triggers, define approval stages, and configure notifications for a seamless collaboration experience.

Enhance productivity, ensure compliance, and eliminate manual tasks with this comprehensive tutorial on creating a document approval workflow using SharePoint and Power Automate.

Enjoy the Video!

00:28 Pre-requisites
01:30 How to Create a New Site
02:23 Create Two Folders
03:59 Create a New Flow
15:14 Test the Flow
17:26 Outro

****Career Resources****

Be sure to leave any questions or comments below!

[alexkiprop]

Very well done! I enjoyed and learnt a new skill in less than an hour and my boss is happy.

[chaseaway]

You did that. Like a boss. Excellent explanation for the one thing I've been trying to do. Ty

[shaikabbas]

Excellent explanation very nicely explained thanks.

Waiting to see more videos on power

[roadrunner]

Thanks for the demo. I have a complex query! How do you setup a chronological approval from this, based on an excel file (containing 1st 2nd 3rd approver email). I am struggling with just this one thing. Thanks again.

[GarrettKelley-mhks]

This worked great! How can I adjust for multiple people approvals? I adding an additional email under the "start and wait for an approval trigger" has not worked. When we both approve it goes to rejected. thoughts?

[pradeepsr]

Good content. I have question regarding the flow waiting.
How long does the flow wait after the approval is triggered to respective person ?

[shathike]

HI Zubair, Many thanks for your userful video, please make a demo when a file is deleted, then approval process for deletion

[BlazingVictory]

"pre-approved" typically means that a document has been been approved ahead of time. A better name for the folder in this case would be "waiting for approval"

[hackintoshslovakia]

thanks for tutorial, i love computers from atari, amiga ages, i want to explain new tools also, but in my age 50 i dont think technology is in right way, because, do such a simple thing such as approval documents with this extreme complitaded way is step back in how to use computer technology today i mean, anyway thanks once again, your video is easy understandable, against thousands of un-understanable complicated tutorials from other people

[ql]

what alternatives to sharepoint can I use for such a scenario ?

[bryannacoleman]

Can I do this with an already established Sharepoint site? Maybe just make folders accordingly?

[duvantrujillo]

if chosen the option for everyone how does that look ?

Will it just need literally everyone from the team to approve in order for file to go from pre approved to then approved folder?

[ankeshkumar]

why my condition give output always false but I give my is approved?

[anggawijaya]

Why my "requested by" in approval always filled with my name not the file uploader ? anything I should fix ?

[FanpageShoaikaSaba]

Hi, Is there any way where we can fill one microsoft form with different name at one time For example TM Name Meenu, Sandy, Mr X then sent for approval and it saved in share point with three different row