Actions
AI summary
Automation actions are individual steps an automation runs, such as sending messages or creating tickets. Find setup guides for complex actions and a reference of all actions per connector.
An automation actionAutomation actionAn automation action is a single operation an automation step performs, such as sending an email or archiving a Team.Read more is one step an automation runsAutomation batchAn automation batch is the group of automation runs that started from the same trigger at the same time.Read more, such as sending a message, creating a ticket or changing an object. These guides show how to set up the actions that need more than a few clicks: TeamsMicrosoft TeamsMicrosoft Teams is the Microsoft 365 app for chat, meetings and team collaboration.Read more notifications, ServiceNow tickets, Power AutomatePower AutomatePower Automate, formerly Microsoft Flow, is the Microsoft low-code tool for automated workflows called flows.Read more webhooks, archiving teams, removing old SharePoint file versionsVersion historyVersion history keeps earlier versions of each file in a SharePoint or OneDrive library.Read more and deleting Claude projects. The automation actions reference lists every action per connector.
Start with
- Send a Teams notification for policies Post policy results to a Teams channel through a Teams webhook.
- Create ServiceNow tickets with an automation Open a ServiceNow ticket from an automation.
- Archive or unarchive a team with an automation How to add the Archive or Unarchive a Team action to an automation, and how the Archive Unused Teams template uses it.
- Automation actions reference Every action a Rencore Governance automation can run, grouped by connector, with the number of actions for each one.
All guides in actions
Notify people and open tickets 3 guides
Post to Teams, call a Power Automate flowFlowA flow is a Power Automate workflow, made of a trigger and actions, that runs a task automatically across apps and services.Read more, or open a ServiceNow ticket.
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Send a Teams notification for policies
Post policy results to a Teams channel through a Teams webhook.
Before you begin: Your Rencore role includes the Create Automation permission. (+2 more)
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Trigger a webhook for Power Automate
Call a Power Automate flow or another webhook from an automation.
Before you begin: Your Rencore role includes the Create Automation permission. (+1 more)
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Create ServiceNow tickets with an automation
Open a ServiceNow ticket from an automation.
Before you begin: Your Rencore role includes the Create Automation permission. (+1 more)
Change objects 3 guides
Archive a team, trim file versions or delete a Claude project.
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Archive or unarchive a team with an automation
How to add the Archive or Unarchive a Team action to an automation, and how the Archive Unused Teams template uses it.
Before you begin: Your Rencore role includes the Create Automation or Edit Automation permission. (+1 more)
5 steps Watch it · 5 min
Teams -
Remove SharePoint file versions
This automation action deletes older major or minor versions of a SharePoint file, always keeping the current version…
Before you begin: Your Rencore role includes the Create Automation or Edit Automation permission. (+1 more)
8 steps Watch it · 4 min
SharePoint -
This automation action permanently deletes a Claude project, including its custom instructions and knowledge…
Before you begin: Your Rencore role includes the Create Automation or Edit Automation permission. (+4 more)
5 steps Watch it · 4 min
Claude Enterprise
Frequently asked questions
What is an automation action in Rencore Governance?
An automation action is one step an automation runs, such as sending a message, creating a ticket or changing an object.
How can I send policy results to a Teams channel?
How can I send policy results to a Teams channel?Use the Teams webhook guide to post policy results to a Teams channel from an automation. Your Rencore role must include the Create Automation permission.
Can an automation call a Power Automate flow?
Can an automation call a Power Automate flow?Yes. An automation can trigger a webhook to call a Power Automate flow or another webhook. Your Rencore role must include the Create Automation permission.
Which permission do I need to archive or unarchive a team with an automation?
Your Rencore role must include the Create Automation or Edit Automation permission. The Archive Unused Teams template also uses the Archive or Unarchive a Team action.
Which actions change objects instead of only sending notifications?
Archive or unarchive a team, remove SharePoint file versions and delete a Claude project all change objects. The SharePoint action deletes older major or minor versions and always keeps the current version.