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How to Get Started with Power Automate Workflows

Our Power Automate guide – What exactly is Microsoft Power Automate?

Microsoft Power Automate is a drag-and-drop tool that does not require code or low-code that lets users create workflows that automate routine business tasks and processes.

The app is available for mobile and desktop computers, as well as Microsoft Teams, and as an app for browsers.

Users can get started quickly using the templates and connectors that come with the box, that can be modified in accordance with the needs.

Templates are used for notifications copies of files, moving attachments to emails to OneDrive and approvals.

The use examples to use Power Automate are varied, including new employee onboarding , to document approval, gathering feedback from customers, and managing help ticket tickets.

Power Automate has over 300 connectors, that let users access and utilize data using an array of pre-designed events and triggers.

Contrary to SharePoint Designer Power Automate works with applications that are not Microsoft-based, like Google Drive, Dropbox, Twitter and many other.

For IT professionals IT teams, the possibility of adding automation to existing systems without having to replace or reconfigure the systems is an enormous advantage.

Based on the information in your Azure Active Directory, Power Automate is extremely secure and simple to audit.

In addition, automation is replacing paper-based processes, which increases the security of data.

The pricing on Power Automate starts at $15 per month for each user that is unlimited in active flow.

Power Automate includes robotic process automation (RPA) and Process Advisor.
Robotic Process Automation

This feature, included in Power Automate Desktop It lets users build workflows that scale without programming.

With a point-and click interface, users can take notes of the movements of their keyboard and mouse while performing the task. The RPA system converts this information to an automatic workflow, such as gathering data for a weekly summary.

Users can further enhance flows using built-in actions and connectors and also add exception handling to verify the flow on a regular basis.

Users can build two kinds of workflows:

Attended RPA that runs while the user is logged in. It is perfect for tasks that require human involvement such as approval of the request for a vacation.
Unattended RPA that runs even if the user isn’t registered. A specified trigger triggers the process.

Process Advisor

Process Advisor, a new feature of Power Automate, is a process mining tool that gives insights into how employees are working. Process Advisor maps workflows, uncovers bottlenecks and tasks that could be automated.

The tool will determine which apps your team utilizes frequently , and then automate the most important tasks, such as transfer of data from one application to another.

Process advisor makes it easy for teams to collaborate with administrators or business analysts to enhance processes.

What is Power? How does it Automate How Does Power Automate Work?

Power Automate workflows, or flows, are built around the trigger and action.

The trigger triggers the process, such as getting an email from a major project stakeholder.
An action occurs after the flow has been triggered. This could include establishing tasks when an email that has been marked as highly important is received. A flow could have several actions.

There are five major kinds of Power Automate flows, categorized as desktop, cloud or business process flow.

Cloud flows can include:

Automated, the flow is that is triggered by an event. for instance, sending an email when an item on the SharePoint list changes.
Instant flow lets users create a flow manually from the desktop or mobile app by pressing the button. As an example, it is easy to send an email reminder to your team prior to the start of a meeting.
Scheduled, that runs at specific times.

Desktop flows can be utilized to automate tasks either on the internet or your desktop with Power Automation Desktop.

Business Process flow is built around a sequence of actions designed to assist people in completing tasks more quickly and with less mistakes.

There are three options to start the flow:

Start with a clean slate using any of the processes mentioned above.
Utilize an already-existing template.
Choose an appropriate connector.

How to make an Power Automate Flow

In this case we’ll be using an example to create an email in Microsoft Teams when a new item is added to the Planner.

To begin using Power Automate, log in to Microsoft 365, and use the app launcher in order to launch the application.

From the homepage You can:

Start quickly using templates.
Check available connectors.
Make sure you are managing your flows.
Create the new flow.

Look up ‘Planner’ in order to locate the template.

You might require logging into Microsoft Teams and Planner.

Here, you can enter important details like details like the Plan ID, Team, and Channel.

Click Save. This is it! You’ve made an easy flow that will improve the communication between teams.

There are several ways to confirm the flow, such as the Flow Checker as well as Test.

Any time you can see the status of any flow from My Flows.

In this space it’s simple to:

Edit each flow
Work flows shared with a team member
Review the history of the flow.

What You Can Do With Power Automate Workflows to help with Project Management

Project management is comprised of a variety of procedures for managing tasks and team communication, project reports Change requests and approvals etc.

While these daily procedures are vital to ensure that projects run efficiently, they can be extremely time-consuming for team members and managers alike. The software for workflow in business is able to streamline and automate a lot of these procedures so that team members can focus on completing their work, as well as project supervisors can ensure that projects are on the right course instead of trying to keep track of updates.

Microsoft Power Automate is a excellent tool for improving the workflow of your project because it is compatible with a variety of different Microsoft 365 tools that you’re already using in your day-to-day task management.

Five different project management procedures to be used with Microsoft Power Automate. Microsoft Power Automate can help to set up


Manage the approvals of stakeholders for request for project approvals, permission requests documents, budgets, etc. throughout the course of the project. Power Automate helps you set the approval procedures to make it easier for your project to go on without any communication gaps or delays.

Document management

One of the biggest issues when working on large teams of project managers is keeping all the documents for the project in one location with quick access for each team member. It is also challenging to record and track all updates to the documents. This problem gets more difficult when working in remote teams. Power Automate project templates help you to consolidate the document storage for your project which allows you to easily keep track of changes and the latest documents.

Creation of reports and their sharing

Project managers are aware of the significance in business intelligence, and the ways it can enhance business results. As a leader of a project you will require tools that transform data from different sources into reports that are able to track the development on your project. Power BI helps you do this and also make data-driven business decision-making.

Communication and workflows

Microsoft Power Automate is available as an application in Microsoft Teams. While on MS Team, you can effortlessly build and manage workflows without having to switch between different apps. It’s also possible to share this same way via channels to your team members on projects.

Control of productivity

There are templates available under the heading ‘Productivity’, “Notifications and Schedule’, to help you organize your tasks for projects and keep track of deadlines. An enormous amount of work can overwhelm even the most efficient of managers, and can result in a decrease in efficiency. These templates can aid you in setting the correct priority or order to your project obligations and inform your team members as needed be.