What automations are included with the ChangePilot App?
The ChangePilot App is provided alongside pre-configured flows and automations that support the recommended workflow and item management.
The table below provides information for each flow that is included in the ChangePilot App package. It includes the name of flow, a brief description of the actions within the flow, the connections used if it ships on or off. For flows that include automated email reports, the timing of the email is included in the description column.
|
Flow Name |
Description |
Connections used |
Default On/Off |
Can I switch off/on? |
|
CP001 - MSP - MCID tenant Lookup |
Supports Item assignment to tenant ID |
Dataverse |
On |
Must be On – supports basic functionality |
|
CP002 - Set Change Label |
Assigns friendly name to change value |
Dataverse |
On |
Must be On – supports basic functionality |
|
CP003 - Autoclose X Product - (Viva Testing) |
Closes items within service category |
Dataverse |
Off |
Turn ON if required. Create custom copies for alternative services |
|
CP004 - Write lookup to item changes table |
Assigns connection for new item changes |
Dataverse |
On |
Must be On – supports basic functionality |
|
CP005 - Write status change |
Writes status changes to alternative table |
Dataverse |
On |
Must be On – supports reporting |
|
CP006 - Auto-close 30 days after Deploy End |
Closes items 30 days after deploy window |
Dataverse |
On |
Can be turned off if not required. |
|
CP007 - Calculate Health Score |
Hourly calculation of change score |
Dataverse |
On |
Must be On – supports reporting |
|
CP008 - Escalation Email |
Monthly workflow email |
Dataverse |
On |
Can be turned off if not required. |
|
CP009 - My M365 Change Items |
Weekly workflow email - Friday 08:00 UTC |
Dataverse |
On |
Can be turned off if not required. |
|
CP010 - M365 Change Status Overview |
Weekly workflow email - Friday 10:00 UTC |
Dataverse |
On |
Can be turned off if not required. |
|
CP011 - Executive M365 Change Health Report |
Monthly workflow email - last day of the month 10:00 UTC |
Dataverse |
On |
Can be turned off if not required. |
|
CP012 - Category Change Health Report |
Weekly workflow email - Wednesday 10:00 UTC |
Dataverse |
On |
Can be turned off if not required. |
|
CP013 - M365 User Impact Report |
Weekly workflow email - Friday 11:00 UTC |
Dataverse |
On |
Can be turned off if not required. |
|
CP014 - Auto-assign All Items to Service Owner or Team |
Assigns all items |
Dataverse |
Off |
Can be turned on if required. If so, CP015 must be turned off. |
|
CP015 - Auto-assign EAI Items to Service Owner or Team |
Assigns on essential or actionable items. |
Dataverse |
On |
Yes, if no item assignment required. |
|
CP016 - Notify of new actions |
Weekly workflow email - Monday 09:00 UTC |
Dataverse |
On |
Can be turned off if not required. |