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Optimizing project management using no-code automation via Microsoft Power Automate®: a systematic review team case

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  • 1Health Sciences Library, University of North Carolina at Chapel Hill, Chapel Hill, NC, USA.

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Libraries can automate workflows using no-code tools like Microsoft Power Automate® for tasks such as email reminders and data collection. This case study shows how one library optimized systematic review services through workflow automation.

Keywords:
Automationlibrary serviceslow-codeno-codeproject managementstatisticssystematic reviews

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Area of Science:

  • Library and Information Science
  • Health Informatics
  • Knowledge Management

Background:

  • Libraries offering systematic review services utilize technology for communication and data management.
  • Manual data entry is common despite the availability of automation tools like Power Automate®.
  • Optimizing team workflows is crucial for efficient library operations.

Purpose of the Study:

  • To describe the implementation of Power Automate® flows in a library setting.
  • To demonstrate how automation can enhance systematic review services.
  • To showcase the benefits of workflow optimization for library teams.

Main Methods:

  • A case study approach was used to document the implementation process.
  • Microsoft Power Automate® was utilized to create automated workflows.
  • The study focused on automating email reminders, project management, team coordination, data collection, and reporting.

Main Results:

  • Automated email reminders were successfully implemented.
  • Project management tasks and team coordination were streamlined.
  • Data collection and reporting processes were facilitated through automation.
  • Overall team efficiency and workflow optimization were achieved.

Conclusions:

  • No-code automation tools like Power Automate® offer significant benefits for libraries.
  • Workflow automation can improve efficiency in systematic review services.
  • Libraries can leverage technology to optimize internal processes and enhance service delivery.