Aug 2026

CSI Improvement Owner Reminder Automation

A scheduled Power Automate flow that automatically reminds Continual Service Improvement action owners of items due within 7 days or overdue, replacing manual follow-up.

Workflow Automation & Process Improvement
Microsoft 365 & Cloud Administration

Power Automate
SharePoint Lists

The brief

Open Continual Service Improvement (CSI) actions relied on someone manually tracking due dates and chasing owners — items were slipping through without a consistent nudge.

The approach

Built a flow on a weekly Monday recurrence that checks the CSI SharePoint list for open improvement actions, filters out anything already marked Completed, then filters again for items due within the next 7 days or already overdue. An Apply to Each loop emails each item’s owner with the issue, planned action, due date, and current progress. During testing, a data-source bug in the loop caused far more emails to go out than expected (133 versus an expected ~54); traced it to the Apply to Each referencing the wrong filter step’s output, fixed by pointing it at the correct filtered array and tightening the exclusion expression.

Flow diagram: weekly recurrence pulls CSI items, filters out completed items and items not due soon, then emails each remaining owner in a loop. — Weekly reminder pipeline, including the filter-output bug caught in testing.

Outcome

CSI action owners now get a consistent, automatic nudge on anything due soon or overdue, with no manual tracking required. The bug caught in testing — before it reached production — is a good example of validating a flow’s actual behaviour against expected volume, not just whether it runs.