Book Image

Workflow Automation with Microsoft Power Automate

By : Aaron Guilmette
Book Image

Workflow Automation with Microsoft Power Automate

By: Aaron Guilmette

Overview of this book

Microsoft Power Automate is a workflow automation solution included in Microsoft 365. This book explores the core concepts of workflow automation, such as working with connectors, triggers, and actions, along with their practical implementation in automating business tasks and simplifying digital processes to boost enterprise productivity.
Table of Contents (22 chapters)
Section 1 - What is Power Automate?
Section 2 - Basic Flow Concepts
Section 3 - Intermediate Flow Concepts
Section 4 - Administering the Power Automate Environment

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 Requisition approval that begins when a document is posted to a SharePoint site. The approval will show up in Teams. If the 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:

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

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