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

Distributing a flow

If you have exported a flow and want to share it with others, you can do so in several ways:

  • By sending the exported .zip file as an email attachment
  • By posting the exported .zip file on a file-hosting or sharing site such as OneDrive or Dropbox
  • By sending a flow via Power Automate
  • By publishing the flow as a template to the gallery

As the first two are relatively simple, we’ll focus on the steps necessary to perform the last two methods: sending a flow via Power Automate and publishing the flow as a template to the gallery. Both of these methods will allow users to download and install their own copy of the flow, as you’ll see.

Sending a flow via Power Automate

When you send a flow via Power Automate, you are allowing the recipients to download and create a copy of the flow. This is different from sharing a flow or converting it to a shared flow, as you learned about in Chapter 7, Working with Shared...