Microsoft 365 how-to guides

This page includes guides and resources that can help you learn how to create automations using the activities in this package.

Tutorials

Step-by-step guides on how to create automations from scratch.

Tutorial	Description	Application
Merge Multiple Sheets into a New Summary Excel Sheet	Concatenate data from multiple sheets into one new Excel sheet.	Excel
Automatically Accept Calendar Invites From Your Manager	Automatically accept calendar invites received from your manager.	Outlook Calendar
Move files to dedicated folders by type	Move new files in subfolders based on type (PNG, JPEG, XLSX, PPTX, PDF).	OneDrive
Verify if new employment documents (I9 and ID) match	Extract I9 and ID documents arrived by email and verify if both documents have the same holder.	Outlook Email, Document Understanding
Add new customers to a SharePoint List	Add new customers to a SharePoint List and create Salesforce accounts using their data.	SharePoint Lists, Excel, Salesforce
Delete SharePoint List items newer than yesterday	Delete SharePoint List items based on a date filter.	SharePoint Lists
Notify me by email when a new file is created	When a file is added to a OneDrive folder, notify me by email and send me a link to the file.	OneDrive, Outlook Mail
Notify me on Slack when an important Outlook Email is received	When an important email is received in Outlook, notify me through a message in Slack.	Outlook Mail, Slack
Include creation date in new OneDrive file names	When a file is created in OneDrive, rename it to include the creation date.	OneDrive

Studio Web templates

Preconfigured projects that automate common scenarios. You can use a template as is or you can use it as a starting point for a new project to avoid starting from scratch. Templates are also a good way to learn how to automate.

Here are some templates with activities from this package available in Studio Web:

Template	Description	Activities
Upload email attachments to OneDrive or SharePoint	Upload Outlook email attachments to OneDrive or SharePoint and move the email to a different folder.	Email received, Download email attachments, Move email
Extract data from a new invoice file in OneDrive and store it in Excel	Extract data using Document Understanding when a new invoice is uploaded to OneDrive, then export it to an Excel workbook.	File created, Create workbook, Write range, Add sheet
Table Data Extraction for Sales Opportunities to Excel Workbook	Take data from rpasamples.com/opportunities, write it to a new Microsoft Office 365 Excel workbook, and send the workbook to your Inbox via Outlook.	Create workbook, Write range, Send email
Extract data from a new invoice file in OneDrive and store it in Excel	Extract data using Document Understanding when a new invoice is uploaded to OneDrive, then export it to an Excel workbook.	File created, Create workbook, Write range
Extract the first 1000 emails from the current month in a new Excel report	Extract the latest 1000 Email from Outlook from the Current Month and creates an Excel Report, storing the sender, received date, subject, CC, body, and number of attachments.	Create workbook, Write range, For each email