8 Tips and Tricks for Using SharePoint Online Actions Effectively

The following are eight tips and tricks for using SharePoint Online actions effectively:

1. Identify opportunities for automation: Look for tasks that are repetitive, time-consuming, or error-prone. Such aspects are good for automation using SharePoint Online actions.
2. Start with simple actions: Begin by creating simple actions that automate basic tasks. As needed, you can create more complex actions.
3. Use triggers to initiate actions: Triggers are events that cause actions to run. For example, create an action that automatically sends an email to a manager when a new document is added to a library.
4. Use conditions to control action execution: Conditions allow one to specify when an action should run. For example, create an action that only approves documents that have been reviewed by two or more people.
5. Use multiple actions in a workflow: Workflows are a series of actions that are executed in sequence. One can use workflows to automate more complex processes.
6. Use the SharePoint Designer to create custom actions: If one needs  to automate a task that is not supported by the built-in actions, use the SharePoint Designer to create a custom action.
7. Test actions before deploying them: Make sure to test actions thoroughly before deploying them to production. This will help to ensure that they work as expected.
8. Monitor actions after deployment: Keep an eye on your actions after they have been deployed to production. This will help to identify any problems that may arise.