Book Image

Workflow Automation with Microsoft Power Automate - Second Edition

By : Aaron Guilmette
4 (2)
Book Image

Workflow Automation with Microsoft Power Automate - Second Edition

4 (2)
By: Aaron Guilmette

Overview of this book

MS Power Automate is a workflow automation tool built into MS 365 to help businesses automate repetitive tasks or trigger business processes without user intervention. It is a low-code tool that is part of the Microsoft applications framework, the Power Platform. If you are new to Power Automate, this book will give you a comprehensive introduction and a smooth transition from beginner to advanced topics to help you get up to speed with business process automation. Complete with hands-on tutorials and projects, this easy-to-follow guide will show you how to configure automation workflows for business processes between hundreds of applications, using examples within Microsoft and including third-party apps like Dropbox and Twitter. Once you understand how to use connectors, triggers, and actions to automate business processes, you’ll learn how to manage user input, documents, and approvals, as well as interact with databases. This edition also introduces new Power Automate features such as using robotic process automation (RPA) to automate legacy applications, interacting with the Microsoft Graph API, and working with artificial intelligence models to do sentiment analysis. By the end of this digital transformation book, you’ll have mastered the basics of using Power Automate to replace repetitive tasks with automation technology.
Table of Contents (22 chapters)
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Understanding the flow

Before we configure an approval process, you’ll need to make sure that all of the components that support the process exist. In the example flow, we’re going to configure a Purchase Order approval that begins when a document is posted to a SharePoint site. The approval will show up in Teams. If the purchase requisition is approved, the document will be moved to the Approved folder. If it’s rejected, it will be moved to the Rejected folder. The requester should receive an email at the end telling them the status.

This complex flow is going to use several familiar components, including the following:

  • SharePoint When a file is created in a folder trigger
  • Office 365 Users Get user profile (V2) action
  • Office 365 Users Get manager (V2) action
  • Approvals Create an approval (V2) action
  • Conditions

In this chapter, we’re also introducing the Microsoft Teams connector. With the Microsoft Teams connector...