Use Microsoft Power Automate with Communication Compliance

Microsoft Power Automate is a workflow service that automates actions across applications and services. By using flows from templates or created manually, you can automate common tasks associated with these applications and services. When you enable Power Automate flows for communication compliance, you can automate important tasks for alerts and users. You can configure Power Automate flows to notify managers when users have communication compliance alerts and other applications.

Customers with Microsoft 365 subscriptions that include communication compliance don't need additional Power Automate licenses to use the recommended default communication compliance Power Automate template. The default template can be customized to support your organization and cover core communication compliance scenarios. If you choose to use premium Power Automate features in these templates, create a custom template using the Microsoft Purview connector, or use Power Automate templates for other compliance areas in Microsoft Purview, you might need additional Power Automate licenses.

The following Power Automate template is provided to customers to support process automation for communication compliance alerts:

• Notify manager when a user has a communication compliance alert: Some organizations might need to have immediate management notification when a user has a communication compliance alert. When this flow is configured and selected, the manager for the case user is sent an email message with the following information about all alerts:
  • Applicable policy for the alert
  • Date/Time of the alert
  • Severity level of the alert

Automate tasks for alerts and users with Microsoft Power Automate

To create a Power Automate flow from a recommended default template, use the Manage Power Automate flows option from Automate when working directly in an alert. To create a Power Automate flow with Manage Power Automate flows, you must be a member of at least one communication compliance role group.

1. Sign in to the Microsoft Purview portal using credentials for an admin account in your Microsoft 365 organization.
2. Go to the Communication Compliance solution.
3. Select Policies in the left navigation, and then select the policy that includes the policy matches that you want review.
4. Select the Pending tab, and select a policy match.
5. Select Power Automate from the alert action menu.
6. On the Power Automate page, select a default template from the Communication compliance templates you may like section on the page.
7. The flow lists the embedded connections needed for the flow and displays if the connection statuses are available. If needed, update any connections that aren't displayed as available. Select Continue.
8. By default, the recommended flows are preconfigured with the recommended communication compliance and Microsoft 365 service data fields required to complete the assigned task for the flow. If needed, customize the flow components by using Show advanced options and configuring the available properties for the flow component.
9. If needed, add any additional steps to the flow by selecting New step. In most cases, this change shouldn't be needed for the recommended default templates.
10. Select Save draft to save the flow for further configuration later, or select Save to complete the configuration for the flow.
11. Select Close to return to the Power Automate flow page. The new template is listed as a flow on the My flows tab and is automatically available for the user that created the flow when working with communication compliance alerts.

Share a Power Automate flow

By default, Power Automate flows created by a user are only available to that user. For other communication compliance users to have access and use a flow, the flow must be shared by the flow creator. To share a flow, use Power Automate when working directly in an alert.

To share a Power Automate flow, you must be a member of at least one communication compliance role group.

1. Sign in to the Microsoft Purview portal using credentials for an admin account in your Microsoft 365 organization.
2. Go to the Communication Compliance solution.
3. Select Policies in the left navigation, and then select the policy that contains the policy matches that you want to review.
4. Select the Pending tab, and select a pending policy match.
5. Select Power Automate from the alert action menu.
6. On the Power Automate flows page, select the My flows or Team flows tab.
7. Select the flow to share, then select Share from the Flow Options menu.
8. On the flow sharing page, enter the name of the user or group you want to add as an owner for the flow.
9. On the Connection Used dialog, select OK to acknowledge that the added user or group has full access to the flow.

Edit a Power Automate flow

If you need to edit a flow, use Power Automate when working directly in an alert. To edit a Power Automate flow, you must be a member of at least one communication compliance role group.

1. Sign in to the Microsoft Purview portal using credentials for an admin account in your Microsoft 365 organization.
2. Go to the Communication Compliance solution.
3. Select Policies in the left navigation, and then select the policy that contains the policy matches that you want to review.
4. Select the Pending tab, and then select a pending policy match.
5. Select Power Automate from the alert action menu.
6. On the Power Automate flows page, select the flow to edit. Select Edit from the flow control menu.
7. Select ellipsis > Settings to change a flow component setting or ellipsis > Delete to delete a flow component.
8. Select Save, and then select Close when finished editing the flow.

Delete a Power Automate flow

If you need to delete a flow, use Power Automate when working directly in an alert. To delete a Power Automate flow, you must be a member of at least one communication compliance role group.

1. Sign in to the Microsoft Purview portal using credentials for an admin account in your Microsoft 365 organization.
2. Go to the Communication Compliance solution.
3. Select Policies in the left navigation, and then select the policy that contains the policy matches that you want to review.
4. Select the Pending tab, and select a pending policy match.
5. Select Power Automate from the alert action menu.
6. On the Power Automate flows page, select the flow that you want to delete. Select Delete from the flow control menu.
7. On the deletion confirmation dialog, select Delete to remove the flow or select Cancel.