How to Use SharePoint for Business Process Automation

Dylan Purchase

SharePoint is a powerful tool that can be used for business process automation (BPA). With SharePoint, you can automate repetitive tasks, streamline processes, and improve collaboration between teams. In this article, we will discuss how to use SharePoint for business process automation.

Understanding Business Process Automation

Business process automation is the use of technology to automate repetitive tasks and streamline processes. By automating these tasks, organizations can improve productivity, reduce errors, and save time. BPA can be applied to a wide range of processes, including HR, finance, customer service, and operations.

SharePoint for Business Process Automation

SharePoint is a powerful tool that can be used to automate many business processes. SharePoint is a collaboration and document management platform that can be used to create workflows and automate tasks. SharePoint workflows are a powerful feature that allows users to automate tasks, such as approvals, notifications, and document routing.

Here are some steps you can take to use SharePoint for business process automation:

Step 1: Identify the Processes to Automate

Before you start automating your processes, you need to identify the tasks that are repetitive and time-consuming. Once you have identified these tasks, you can start to create workflows that will automate them. You should also consider the tasks that require multiple steps or involve different teams.

Step 2: Define the Workflow

Once you have identified the tasks that need to be automated, you can start to define the workflow. A workflow is a series of steps that need to be completed to achieve a specific goal. Workflows can be simple or complex, depending on the process you are trying to automate.

SharePoint has a built-in workflow designer that allows users to create workflows using a drag-and-drop interface. The workflow designer includes pre-built actions, such as sending an email, creating a task, and updating a document.

Step 3: Configure the Workflow

After you have defined the workflow, you can start to configure it. Configuration involves setting up the workflow actions and assigning tasks to different users or groups. SharePoint allows users to configure workflows based on different conditions, such as document status or user permissions.

Step 4: Test the Workflow

Before you deploy the workflow, you should test it to ensure that it works correctly. Testing involves running the workflow and checking that each step is completed successfully. You should also test the workflow under different scenarios to ensure that it can handle different conditions.

Step 5: Deploy the Workflow

Once you have tested the workflow, you can deploy it to your organization. SharePoint workflows can be deployed to specific lists or libraries, which means that you can automate specific processes for different teams.

Benefits of Using SharePoint for Business Process Automation

Using SharePoint for business process automation has many benefits, including:

  1. Improved Efficiency: Automating tasks and processes can help to improve efficiency and productivity. By automating repetitive tasks, you can save time and reduce errors.
  2. Improved Collaboration: SharePoint allows teams to collaborate more effectively by sharing documents, tasks, and workflows. Teams can work together on the same document and track changes in real-time.
  3. Improved Compliance: SharePoint workflows can be used to ensure that processes are followed correctly and that compliance requirements are met. Workflows can be configured to include approval steps and notifications, ensuring that all stakeholders are aware of the process.
  4. Increased Visibility: SharePoint workflows provide visibility into the status of processes and tasks. Users can see which tasks are assigned to them, which tasks are completed, and which tasks are pending.


SharePoint is a powerful tool that can be used for business process automation. By automating repetitive tasks and streamlining processes, organizations can improve efficiency, collaboration, compliance, and visibility. By following the steps outlined in this article, you can start to use SharePoint for business process automation in your organization.

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