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
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21
Index

Configuring an approval flow to use Teams

As we mentioned in the Understanding the flow section, this flow is going to be initiated by a request or a file being placed on a SharePoint site and result in approval notifications being sent to both the approver and the requester inside Teams. If you want to re-familiarize yourself with some of the concepts related to files, see Chapter 4, Copying Files.

Since this is a longer flow, we’ll complete it in stages:

  • Getting the request’s information
  • Creating the approval
  • Returning the response

Let’s begin!

Getting the requester’s information

In this first section, we’re going to configure the trigger for the flow to detect a new file and obtain information about the file and the requester.

To configure the flow, follow these steps:

  1. Navigate to the Power Automate web portal (https://flow.microsoft.com), select Create, and then select Automated cloud...