Book Image

Democratizing RPA with Power Automate Desktop

By : Peter Krause
Book Image

Democratizing RPA with Power Automate Desktop

By: Peter Krause

Overview of this book

Whether you want to organize simple files or perform more complex consolidations between different Office programs and remote-control applications that don't allow outside access, Power Automate Desktop helps meet these challenges. This book shows you how to leverage this workflow automation platform by explaining the underlying RPA concepts in a step-by-step way. You’ll start with simple flows that can be easily recorded and further processed using the built-in recorder. Later, you’ll learn how to use the more advanced actions to automate folder and file management and enable Office programs to interact with each other. You’ll also get to grips with integrating desktop flows into other cloud environments and further enhance their value using AI. As you progress, you’ll understand how flows can run unattended and how they are managed in the Power Platform, as well as key concepts such as creating, modifying, debugging, and error-handling UI flows. Finally, the book will guide you to use Process Automation Designer (PAD) in conjunction with your frequently used desktop systems to automate routine tasks. By the end of this book, you’ll have become a Power Automate Desktop expert, automating both professional and personal tasks.
Table of Contents (15 chapters)

Details of the designer window/workspace

A UI flow and its content are created by dragging actions from the Actions pane into the workspace. The workspace, by the end, contains a list of actions that run in sequence from top to bottom. This sequence can easily be changed; we just have to click and drag the action to another place up or down. In the following screenshot, we will use the example from the first chapter, where we saw the automation of different Office applications:

Figure 3.1 – Dragging an action into the workspace

Figure 3.1 – Dragging an action into the workspace

The bold horizontal line in the workspace shows us after which action the new position will be. In the preceding example, we are dragging Get files in folder up and placing it after Close Outlook.

Once the actions have been set in the right order, we can use the kebab menu (the three vertical dots) to access additional options. The same happens when you use the left mouse button.

Figure 3.2 – Action kebab menu options

Figure 3.2 ...