Automate365
Provision Microsoft 365 resources (sites, teams, planners, more) at scale using templates and automations.
Understanding templates in Automate365
Create a blank template
Create a template from an existing workspace
Create a template by duplicating another template
Define template structure and content
Configuring Hub Site Association in templates
Using Dynamic Content in your templates
Understanding template catalogs
Manage templates
Edit a template
Copy a template to another workspace
Delete a template
Provisioning a BindTuning Template: A comprehensive guide
How "Overwrite" affects existing workspaces during Template installation
Overcome Microsoft 365 Learning Pathways challenges with the Learning Portal Template
Required permissions for using BindTuning Intranet products in Automate365 Templates
Understanding Policies in Automate365
Create a reusable policy
Create a template-specific Policy
Naming Convention Policies
Blocked Words Policies
External Sharing Policies
Group Policies
Teams Policies
Set Sensitivity Labels in a template
Set Retention Labels in a template
Set Privacy in a template
Set Membership and Ownership in a template
Manage reusable Policies
Manage template-specific Policies
Understanding Automations in Automate365
Automation types
Understanding Connections
List of connection types
Connect with API
Connect to Jira
Connect to ServiceNow
Connect to SharePoint
Manage connections
Configure API Key authentication in ServiceNow
Set up OAuth with inbound REST in ServiceNow
Set trigger conditions
Supported field types for trigger conditions
Configure an automation's target workspace
Communicate automation results with Callbacks
Manage Automations
Monitor automation execution (run history)
Understanding Approvals in Automate365
Create a reusable Approval Flow
Create a template-specific Approval Flow
Manage reusable Approval Flows
Manage template-specific Approval Flows
Requesting a workspace with approvals (end-user)
Approving a workspace request (approver)
Managing pending approvals (admin)