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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Configuring prerequisites

This approval flow will require a few components and prerequisites. You’re already familiar with many of them, but we’ll review the exact requirements for this flow. The next two sections will describe the requirements.

A SharePoint site

One of the main outputs of this flow is moving documents between folders on a SharePoint site, based on whether they are approved or rejected. This flow will require a SharePoint site with a document library that contains Submitted, Approved, and Rejected folders, as shown in the following screenshot:

Figure 11.1: Creating folders in the default document library

For this example, we’ll be using a SharePoint site called Purchase Order, but you can use any SharePoint site that you like.

Power Automate app for Teams

The Power Automate app (formerly the Flow bot) for Microsoft Teams enables bidirectional interaction between Teams users and Power Automate. To install the app, you...