Approval processes are a routine part of most companies’ daily operations, used for everything from requesting time off, purchasing equipment, approving documents, or launching new projects. Yet when these processes aren’t clearly defined or reliable, they can quickly become a source of confusion, delays, and frustration. Approvals made “by mouth”, others hidden somewhere in the mailbox, some maybe even on a piece of paper…
On this workshop you’ll learn how to reduce the mess and speed up your decision processes with the help of Power Automate and the Approvals application. We’ll build a robust, easy to reuse approval process, using design techniques that go far beyond approval processes and that’ll cover many of the common problems.

What problems are we talking about?

- Processes taking more than 30 days
- Users editing the requests during the process
- Lost flow run history after 30 days
- Restartability from the current step
- Delegations for absent approvers
- Maintenance of such flows
- Task reminders
- Error handling
- What we’ll cover

We’ll build the whole process step by step:
- Underlying data and where to keep it
- Triggering the approval process, manually or automatically
- Permissions management
- Configuration inside and outside of the flow
- Approval tasks, including real time response tracking and special approval cases
- Linear and nonlinear (back and forth) approval steps
- Automated delegations
- Designing the flow as a state machine, use of child flows
- Separate reminder processes and their possibilities

What will you get from the workshop?

By the end of the workshop you’ll have a robust, easily customisable approval process you can easily reuse for many decision processes in your organisation.
Together with a better understanding of the key flow designing concepts it’ll allow you to improve your organisation’s decision processes in hours, and then the next one, and the next one…