Create Workflow

Build automated workflows to orchestrate complex IT operations across Microsoft 365. Define triggers, conditions, and actions to automate repetitive tasks, enforce policies, and respond to events without manual intervention.

Note: Workflows execute against Microsoft Graph API with proper permissions. Complex workflows may require additional API permissions to be configured in your app registration.

Workflow Components

Triggers

Events that start workflow execution. Can be scheduled, event-driven, or manually initiated.

Schedule (cron)
User created/modified
Group membership change
License threshold
Webhook event

Conditions

Logic that determines if actions should execute. Filter and route workflow based on data.

If/else branching
Data comparisons
Group membership checks
Attribute matching
Time-based conditions

Actions

Operations performed when conditions are met. Actions can call APIs, send notifications, or update data.

User management
License assignment
Group operations
Send email/Teams
Call external API

Trigger Types

Scheduled Triggers

Run workflows on a time-based schedule using cron expressions:

0 9 * * 1-5 — Every weekday at 9 AM
0 0 1 * * — First day of each month
0 */4 * * * — Every 4 hours
0 8 * * 1 — Every Monday at 8 AM

Event Triggers

React to changes in Microsoft 365 via Graph subscriptions:

Event	Resource	Use Case
User Created	/users	Onboarding automation
User Updated	`/users/{id}`	Attribute change response
Group Member Added	`/groups/{id}/members`	Role-based provisioning
Device Enrolled	/deviceManagement/managedDevices	Device setup automation

Manual Triggers

Start workflows on-demand via button click or API call. Useful for operations that require human judgment to initiate.

Available Actions

User Management

Create user
Update user attributes
Reset password
Enable/disable account
Delete user
Set manager

Group Management

Create group
Add/remove members
Add/remove owners
Update group settings
Delete group

License Management

Assign license
Remove license
Modify service plans
Check license availability

Notifications

Send email
Post Teams message
Create Teams channel
Webhook callback

Security

Block sign-in
Revoke sessions
Require MFA registration
Add to security group

Custom Actions

HTTP request
Execute script
Set variable
Delay/wait
Loop over collection

Workflow Editor

Build workflows visually with drag-and-drop or use YAML configuration:

Visual Designer

Drag-and-drop actions
Visual condition builder
Connection mapping
Live preview

YAML Configuration


name: new-user-onboarding
trigger:
  type: event
  resource: /users
  changeType: created
actions:
  - type: assignLicense
    sku: ENTERPRISEPREMIUM
  - type: addToGroup
    groupId: "{department}-users"
  - type: sendEmail
    to: "{userEmail}"
    template: welcome

Error Handling

Retry Policy

Configure automatic retries for transient failures. Set max attempts, backoff strategy, and retry conditions.

Error Actions

Define fallback actions when primary action fails. Send notification, log to external system, or execute compensation logic.

Timeout Handling

Set execution timeouts per action and workflow. Long-running operations can be cancelled or retried.

Best Practices

Test in a non-production tenant — Validate workflow logic before deploying to production environments
Use conditions to prevent duplicates — Check if action already performed before executing (idempotency)
Log important decisions — Add logging actions at key points for troubleshooting and audit
Monitor execution patterns — Set up alerts for unusual execution volumes or failure rates

API Reference

GET /api/automation/workflows — List all workflows
POST /api/automation/workflows — Create new workflow
PUT /api/automation/workflows/:id — Update workflow configuration
POST /api/automation/workflows/:id/run — Manually trigger workflow execution
GET /api/automation/workflows/:id/executions — Get workflow execution history