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 creating them 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 extra Power Automate licenses to use the recommended default Communication Compliance Power Automate template. Customize the default template 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 by using the Microsoft Purview connector, or use Power Automate templates for other compliance areas in Microsoft Purview, you might need extra 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 immediate management notification when a user has a Communication Compliance alert. When you configure and select this flow, the manager for the case user receives an email message with the following information about all alerts:
  • Applicable policy for the alert
  • Date and 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 with credentials for an admin account in your Microsoft 365 organization.
2. Go to the Communication Compliance solution.
3. Select Policies in the left navigation, then select the policy that includes the policy matches that you want to 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. Review the embedded connections needed for the flow and check the connection statuses. 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, only the creator can access a Power Automate flow. To give other Communication Compliance users access to a flow, the creator must share it. Use Power Automate to share a flow 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 with credentials for an admin account in your Microsoft 365 organization.
2. Go to the Communication Compliance solution.
3. Select Policies in the left navigation, then select the policy that contains the policy matches you want to review.
4. Select the Pending tab, then 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

Use Power Automate to edit a flow 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 with credentials for an admin account in your Microsoft 365 organization.
2. Go to the Communication Compliance solution.
3. Select Policies in the left navigation, then select the policy that contains the policy matches you want to review.
4. Select the Pending tab, 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, 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 with credentials for an admin account in your Microsoft 365 organization.
2. Go to the Communication Compliance solution.
3. Select Policies in the left navigation, then select the policy that contains the policy matches you want to review.
4. Select the Pending tab, 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 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.