Automation

After the first scan, check the inventory, turn on a first set of policies, fix one violation and add a first automation and dashboard.

Inventory Policies Dashboards Teams SharePoint Microsoft 365

Set up specific automation actions, such as Teams notifications, ServiceNow tickets, webhooks and archiving teams.

How to add an automation in Rencore Governance, directly from a policy or from the Automation page.

Find SharePoint sites nobody has used for months, ask the owners if they still need them, and set the unused ones to read-only or archive them.

SharePoint

How to add the Archive or Unarchive a Team action to an automation, and how the Archive Unused Teams template uses it.

Teams

Automations in Rencore Governance run steps such as sending an email or disabling a user account when a trigger fires, for example a policy violation.

The triggers that can start an automation in Rencore Governance, such as manually, on a schedule or on a policy violation, and when to use each one.

Find accounts of people who left, with the licenses, workspaces and OneDrive content they still hold, and remove their access with actions or an automation.

Microsoft 365 Entra ID Teams SharePoint OneDrive Copilot

Find old, unused and trivial files in SharePoint and OneDrive before a Copilot rollout, then archive the files or the Teams and sites that hold them.

SharePoint OneDrive Teams

How to build an automation from scratch in Rencore Governance: choose a trigger, then add steps such as an email, a Teams message or a Power Automate flow.

How to add an automation from the Automations Template Library in Rencore Governance, then adjust its trigger, steps and settings before you save it.

How to set up an automation that runs once per related object for a policy that is summarized by that object, instead of once per violation.

How to create ServiceNow incidents from a Rencore Governance automation that calls the ServiceNow REST API.

This automation action permanently deletes a Claude project, including its custom instructions and knowledge documents, through the Anthropic Compliance API.

Claude Enterprise

How to export an automation from Rencore Governance as a file, so you can import it into another Workspace or Environment.

How to import an automation file into Rencore Governance, for example one exported from another Workspace or Environment.

An automation action that deletes older versions of a SharePoint file, keeping the current version plus the number of major and minor versions you choose.

SharePoint

How to post a message to a Teams channel from a Rencore Governance automation with an incoming webhook.

How to run an automation with a manual trigger on an object from the Rencore Governance inventory, for one object or several at once.

How to trigger a Power Automate flow or another external webhook from a Rencore Governance automation with Send HTTP request or Trigger webhook.

How to find out why an automation failed: open its Automation Batch Page, find the batch in error and read the details of each failed run.

The Automation Batch Page groups all runs of one automation by the time they were triggered, so you can see what each batch did and spot errors.

Built-in actions, automations and automation actions all change objects in Rencore Governance, but each one is started and used differently.

Changes to automations in Rencore Governance: scheduled automations run on their own schedule and policy violation automations trigger until fixed.

Find Teams, sites and communities nobody uses anymore, ask the owners whether they are still needed, and archive or delete the rest.

Sprawl & Lifecycle Teams SharePoint Viva Engage

Open a ticket in ServiceNow or another ticket system, or start a Power Automate flow, when a policy finds a violation or an automation runs.

Teams SharePoint Microsoft 365

Every action a Rencore Governance automation can run, grouped by connector, with the number of actions for each one.

The 9 actions Rencore Governance automations can run on ChatGPT Enterprise, with a description and category for each.

Preview ChatGPT Enterprise

The 1 action Rencore Governance automations can run on Claude Enterprise, with a description and category for each.

Preview Claude Enterprise

The 4 actions Rencore Governance automations can run on Copilot Studio, with a description and category for each.

Copilot Studio

The 50 actions Rencore Governance automations can run on Microsoft 365, with a description and category for each.

Microsoft 365

The 2 actions Rencore Governance automations can run on OneDrive, with a description and category for each.

OneDrive

The 1 action Rencore Governance automations can run on Planner, with a description and category for each.

Planner

The 4 actions Rencore Governance automations can run on Power Apps, with a description and category for each.

Power Apps

The 2 actions Rencore Governance automations can run on Power Automate, with a description and category for each.

Power Automate

The 2 actions Rencore Governance automations can run on Power BI, with a description and category for each.

Power BI

The 41 actions Rencore Governance automations can run on SharePoint, with a description and category for each.

SharePoint

The 15 actions Rencore Governance automations can run on Teams, with a description and category for each.

Teams

The 4 actions Rencore Governance automations can run on Viva Engage, with a description and category for each.

Viva Engage

The automation templates Rencore Governance provides, grouped by connector, with the number of templates for each one.

The 18 automation templates Rencore Governance provides for ChatGPT Enterprise, with what each one does and the objects it applies to.

Preview ChatGPT Enterprise

The 2 automation templates Rencore Governance provides for Claude Enterprise, with what each one does and the objects it applies to.

Preview Claude Enterprise

The 4 automation templates Rencore Governance provides for Microsoft 365, with what each one does and the objects it applies to.

Microsoft 365

The 3 automation templates Rencore Governance provides for OneDrive, with what each one does and the objects it applies to.

OneDrive

The 4 automation templates Rencore Governance provides for Power Apps, with what each one does and the objects it applies to.

Power Apps

The 2 automation templates Rencore Governance provides for Power Automate, with what each one does and the objects it applies to.

Power Automate

The 9 automation templates Rencore Governance provides for SharePoint, with what each one does and the objects it applies to.

SharePoint

The 9 automation templates Rencore Governance provides for Teams, with what each one does and the objects it applies to.

Teams

The 2 automation templates Rencore Governance provides for Viva Engage, with what each one does and the objects it applies to.

Viva Engage

The built-in actions you can run on inventory objects in Rencore Governance, grouped by connector.

The 9 built-in actions you can run on ChatGPT Enterprise objects in Rencore Governance, with what each one does and the objects it applies to.

Preview ChatGPT Enterprise

The 1 built-in action you can run on Claude Enterprise objects in Rencore Governance, with what each one does and the objects it applies to.

Preview Claude Enterprise

The 24 built-in actions you can run on Microsoft 365 objects in Rencore Governance, with what each one does and the objects it applies to.

Microsoft 365

The 3 built-in actions you can run on OneDrive objects in Rencore Governance, with what each one does and the objects it applies to.

OneDrive

The 4 built-in actions you can run on Power Apps objects in Rencore Governance, with what each one does and the objects it applies to.

Power Apps

The 4 built-in actions you can run on Power Automate objects in Rencore Governance, with what each one does and the objects it applies to.

Power Automate

No, automations are optional. Without them, reviewers can still complete reviews and make changes to workspace access. Automations add post-review actions and…

An automation runs at most once a day per object, each run can take up to 4 hours, and a threshold limit or the daily API limit can stop it early.

An automation is a workflow Rencore Governance runs on inventory objects when a trigger fires. It has one trigger and one or more steps, and each step runs an…

An automation action is a single operation an automation step performs, such as sending an email or archiving a Team. The actions available depend on the…

An automation batch is the group of automation runs that started from the same trigger at the same time. Opening a batch shows each run with its result.

An automation threshold, or threshold limit, caps how many objects an automation processes in one day. It is a percentage or a number of objects.

A built-in action is a ready-made operation you run directly on inventory objects without building an automation, for example adding a user to a Team.

A category groups policies, reports and automations by governance goal, such as Security or Costs. The template libraries filter by category.

A context change is an automation step that switches the objects the next actions run on. For example, it moves from a team to all of its channels or to its…

A criticality level, Low, Medium or High, rates how much impact an automation or built-in action has on your tenant. Roles carry separate permissions to…

A data placeholder is a field in double curly braces, such as {{reviewers.names}}, that Rencore Governance fills with real data when it sends a message.

A leaver is someone who has left your organization but whose account may still hold licenses, workspaces, ownership and OneDrive content. Rencore Governance…

Microsoft 365 Entra ID OneDrive

A webhook is a URL another system listens on, so that a call to it starts something there. In Rencore Governance, the automation actions Trigger webhook and…