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

As mentioned at the beginning of the chapter, the goal of this flow is to analyze customer feedback received through a form. In order to do this, we’re going to configure two things:

  • A Microsoft Forms survey to collect data such as a customer’s contact information, a product model, a product serial number, purchase date, and a text area where they can write their product feedback
  • An Excel spreadsheet in a SharePoint document library to store the form response data and sentiment analysis for later review

If you don’t want to create new SharePoint sites or forms, you can use existing forms that you’ve previously created but will have to adapt the flow accordingly.

Creating a Forms survey

The Forms survey will be used to capture the feedback. In this example, we’re going to capture a lot of data to emulate how something like this would look if an organization were to deploy it.

Here are...