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 an RPA flow

For simplicity’s sake, we’re going to reuse the existing Microsoft Forms form that we created in Chapter 13, Working with Microsoft Forms. You can create a new one if desired, but you may need to modify the steps in the example to suit your form.

Since this is a more complex and involved flow, this process is going to be broken into a series of smaller sections.

Configuring the flow framework

In this first section, we’re going to configure a new flow to invoke an action launching Power Automate Desktop. We’ll also set up the variables.

To get started, follow these steps:

  1. On the computer where Microsoft Access and Power Automate desktop are configured, ensure the Contact Database is open with Microsoft Access.
  2. Click Create and then select Automated cloud flow. Enter a Flow name, such as Add Contact to Access Database.
  3. Select the When a new response is submitted Microsoft Forms trigger and click...