Automating Tasks using Power Automate 

A 1-day intensive training in Power Automate

DURATION:  1-DAY (8 HOURS)

DIFFICULTY LEVEL: BASIC

Outline

1. Overview

The Power Platform

What's Power Automate?

What's automation and RPA?

Accessing Power Automate

2. Types of flows

What are cloud flows, desktop flows and business process flows?

3. Cloud flows

Introduction to automated flows, scheduled flows and instant flows.

How to create flows- starting it from blank, from a template and from a connector.

How to use the Templates menu to create flows.

Types of cards in Microsoft Teams

Using Adaptive Cards for Microsoft Teams

Lab work

Create a flow, adding condition(s) to the flow and testing it.

Lab 1

Creating a flow from blank- the automated cloud flow

Lab 2

Creating a flow from blank- the scheduled cloud flow

Lab 3

Creating a flow from blank- the instant cloud flow

Lab 4

Creating a flow from a template

4. Setting up SharePoint related flows

Start an approval when a new item is added in SharePoint

Searching for templates

Setting up the flow

Start an approval when a file is added to SharePoint

Testing the flow

Validating the flow in Power Automate

5. Sharing a flow

Reasons for sharing flow

Prerequisites for sharing

Steps in sharing a flow

What can flow owners do?

6. Environments, exporting & importing

Environments

Types on environments

7. Power Automate Desktop App

Creating flows in Power Automate Desktop

Lab work

Create a flow, adding condition(s) to the flow and testing it.

Lab 5

Get file list and populate it into Excel

Lab 6

Basic VBA loops

Running a macro from Excel to achieve an Excel task

Lab 7

Send an email from Outlook

Lab 8

Extracting text from images with OCR tech