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.
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.