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)
20
Other Books You May Enjoy
21
Index

Creating a basic sequential approval

In this section, we’re going to create a basic sequential approval that involves first- and second-stage approval. These types of approvals are common in scenarios where an individual requests more than a certain number of vacation days or needs to make an expenditure that reaches a certain threshold. For this example, we’ll be creating an approval that evaluates a requested purchase order price. If it’s greater than the $1,000 approval limit of the user’s immediate manager, it will trigger another approval sequence.

Like some other workflows in this book, we’ll use a SharePoint list as the starting point. You can also take input from other methods, such as reading content from a file, a REST API-based webhook from another system, or even requesting user input (which you’ll learn about in Chapter 14, Accepting User Input).

This flow will need a list with a number of different columns and data types...