Marketing planning with a SharePoint list, pages, and simple automation
Once you have an idea of what you want to pull together and present, it's then all about views and configuration - views and configuration.
Now that the SharePoint Hackathon 2026 submission deadline has passed (March 16th, 2026, 11:59PM PT), I wanted to share my hack. It’s for sure not a ‘developer hack’, but one that fits in the category of “anyone can do it.” That’s the beauty of this hackathon: It’s open to everyone - end users, designers, architects, developers, there is a place for you. We are a diverse community and pleased to see that celebrated. 🫶
My hack is 95% out of the core box + a smidge 5% of AI in #SharePoint.
The power of out of the box capabilities configured with a specific use case can go a long way. In this case, I created a single SharePoint list and configured multiple views used across multiple SharePoint pages - all within the same site to create a simple "application" to help our marketing team stay organized, add context and resources for the various marketing content types, and keep it engaging and actionable. I also took advantage of a unique SharePoint agent grounded on a set of video transcripts, the new Quick Steps column to add clickable/actionable buttons right into the list, and simple navigation to all the pages within the common left-hand navigation, and more. NOTE: There is also use of the new Workflows capability but had to cut it from the video for time (8 min submission limit); it sends a Teams chat when a new item is submitted off the list form (which is shown).
Below is my demo video submission. And under the video, I listed (pun intended) the main components and how I configured them:
What’s in the demo (AKA, the tech I used to create this solution/hack)
One master list in a SharePoint team site: This is our primary list of marketing activities configured with numerous columns, views, and simple automation. We had this list prior to the hackathon, and I used it as THE root of the hack.
Several SharePoint pages: I created one, configure the design of layouts, web parts and some header elements. And then I saved time using +New > Copy of this page; huge time saver. In the end, they all look similar and are connected in/by the site navigation.
Common nav element within the team site left-hand navigation: Pretty easy use of nav… one main node, “Marketing” (which links to the main lists, and in the nav, it contains several sub links to each page + the Lists form. Since the pages look alike, the visual context switching is lessened.
Lists form to “Request marketing support”: I used a native Lists form, when you click “Forms” at the top of the list, to collect a subset of columns so the requestor needed to only fill out the basics with added context of triage and SLA for reply. Each submitted form creates a new item in the list which also triggers a simple workflow.
Workflow: Using the new UX, I created a simple flow that starts a chat within the Marketing > General channel in Teams when a new item is created or submitted, with a link to the new item/submission.
Quick Steps column: I added this so there would be two buttons: 1) Start a chat (in Teams), and 2) “We’re done” which sets the Status column for an individual item to Published. I also took advantage of the conditional appearance based on Status; if item is Published, don’t show buttons.
SharePoint agent - using the Agent Link web part: We already had created an agent that was grounded in all the final written transcripts of each episode. That’s 140+ files that provides the model for asking very specific questions about our Ask Sympraxis bi-weekly webinars. I used the Agent Link web part, selected to link to the Ask Sympraxis transcripts agent. When you click it, it opens the familiar Copilot experience on the right of the page, ready to ask questions about Ask Sympraxis.
I’m certain you’ll come across an idea that can be solved with a list, a page or two (or five), a little sprinkle of AI, and your own business imagination.
Cheers, and can’t wait to see everyone else’s submissions and connect during the SharePoint Hackathon 2026 Award Ceremony on Wednesday, March 25th:
[NOW ON DEMAND]
- Mark “I’m Hacked” Kashman 🧔🏻♂️