Before You Buy Another App! What M365 Can Already Automate | Digital Wellbeing Week | Day 3

Could your business already have the tools it needs to organise data, automate reminders and streamline everyday processes? In this practical Automation Playground session, Philippa Perryman, Sheree Cannon and Lucy Webb take a realistic fleet management spreadsheet and explore what happens when it is moved into Microsoft 365. Starting with a CSV file, the Share³ team demonstrates how SharePoint Lists, Teams, built-in rules, approvals and Power Automate can transform static data into a living business process. You’ll see how to: • clean and structure data before migration • create useful views that reduce information overload • use accessible conditional formatting to highlight important dates • send reminders before MOTs, services and other deadlines expire • notify the right people when information changes • introduce approvals and automated workflows • decide what should be automated and what should be left alone This is not automation for automation’s sake. It is a practical look at how smaller organisations can use technology they may already be paying for to reduce cognitive load, prevent missed actions and build systems around the way people actually work. Whether you currently manage parts of your business in Excel, are considering another subscription-based platform, or simply want to get more value from Microsoft 365, this session will give you plenty of ideas to explore. Recorded as part of Digital Wellbeing Week 2026. Subscribe for more practical conversations about Microsoft 365, business automation, data, workplace systems and digital wellbeing. #Microsoft365 #PowerAutomate #SharePoint