With Automate365, administrators can proactively implement robust governance measures throughout their Microsoft 365 tenant, creating an organized and compliant environment. At the same time, it empowers end-users with self-service capabilities, allowing them to provision new workspaces quickly and efficiently while adhering to pre-defined organizational boundaries.
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At the core of Automate365's robust provisioning capabilities are templates, serving as the foundational building blocks for every new workspace.

These templates allow you to aggregate a precisely defined set of components and configurations for any desired workspace. This isn't just about technical structure; it extends to defining workspaces by specific processes or tasks, such as employee onboarding, project management, or campaign creation.

By using templates, you ensure consistency, control, and efficiency from the moment a new workspace is provisioned.

To learn more, read our article Understanding Templates in Automate365.

Automate365 empowers administrators with comprehensive policy definition capabilities. These policies can be applied globally across your Microsoft 365 tenant or tailored to specific templates, offering granular control over your environment.

Policies encompass critical governance measures, including naming conventions, guest settings, sharing policies, and precise membership and ownership definitions.

Furthermore, Automate365 consistently applies sensitivity labels and sets retention policies, among other vital controls, ensuring compliance and data integrity across all provisioned workspaces.

To learn more, read our article Understanding Policies in Automate365.

Automate365 significantly enhances the end-user experience through intuitive self-service capabilities. Administrators can publish curated templates to an internal URL catalog or directly integrate them into the SharePoint experience.

For organizations using external systems, Automate365 allows seamless integration with platforms like Jira or ServiceNow, enabling users to self-serve for new workspaces directly from their familiar tools. This self-service model automatically triggers the creation of desired workspaces, ensuring efficiency.

Crucially, the system supports audience targeting, guaranteeing that only the right users see the right templates. It also facilitates robust approval processes with extensive capabilities, ensuring appropriate oversight for every new workspace request.

To learn more, read our articles:
​Self-Service via URL (publish templates to Company Catalog)

Self-service in SharePoint (publish templates to SharePoint)

Understanding Approvals in Automate365

Automate365 stands out as the only vendor offering fully unattended workspace provisioning based on predefined Automations.

This innovative feature allows for the automatic triggering of workspace creation based on existing data from various sources, including SharePoint lists, databases, CRM systems, and more.

Administrators can leverage their existing data to automatically provision necessary workspaces with all pre-defined rules and content already in place, eliminating manual intervention and ensuring accuracy.

To learn more, read our article Understanding Automations in Automate365.

The entire Automate365 system contributes to a wonderfully orchestrated governance strategy for your Microsoft 365 environment.

By providing structure, automating policies, and streamlining provisioning, Automate365 helps keep your Microsoft 365 tenant tidy, organized, and compliant.

This streamlined and well-governed foundation is instrumental in fostering a more efficient and effective environment, directly contributing to better Microsoft Copilot adoption and overall organizational productivity.

Automate365 provides the comprehensive governance and streamlined operations needed to effortlessly provision, manage, and organize your Microsoft 365 environment for optimal productivity and Copilot readiness.

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