Aug 2026
CSI Improvement Assignment Notification Flow
A Power Automate flow that emails the owner of a Continual Service Improvement item whenever it's newly assigned or reassigned, built directly on SharePoint's person-field data.
- Workflow Automation & Process Improvement
- Microsoft 365 & Cloud Administration
- Power Automate
- SharePoint Lists
The brief
New or reassigned Continual Service Improvement (CSI) items had no automatic notification — the person now responsible for an item had no reliable way of knowing it had landed with them.
The approach
Triggered the flow on item creation or modification against the CSI SharePoint list, then used a “get changes for an item” action to detect specifically when the By Who (owner) field changes — so the flow stays quiet on unrelated edits like Progress or Outcome updates. Along the way, corrected the SharePoint person-field reference from an invalid slash-based path to the correct nested JSON structure, and built a conditional expression that fires on either a brand-new item or a detected owner change. The resulting email includes the assigned person’s name, the issue, the solution, the planned action, and the due date. Trigger logic and formatting were verified against a static test mailbox ahead of production cutover.
Outcome
Assignment and reassignment of CSI items now trigger an automatic, detailed notification instead of relying on someone remembering to tell the new owner. Final verification against a live scenario is queued before the flow switches from the test mailbox to the real assignee’s address in production.