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Workflow Automation with Microsoft Power Automate

Workflow Automation with Microsoft Power Automate - Third Edition

By : Aaron Guilmette
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Workflow Automation with Microsoft Power Automate

Workflow Automation with Microsoft Power Automate

By: Aaron Guilmette

Overview of this book

Whether you're automating a daily task or implementing automation at scale, this third edition gives you everything you need to succeed. This practical guide makes automation accessible, helping you streamline operations using low-code cloud flows, desktop RPA, and AI tools built into Microsoft Power Automate. You’ll begin by building foundational skills through easy-to-follow tutorials that show how to automate actions across Outlook, Teams, SharePoint, Slack, and more. From there, you'll level up to integrating approvals, databases, and Forms, handle complex scenarios such as sequential and parallel approvals, and manage shared flows. The book explores Power Automate’s robotic process automation capabilities, teaching you how to automate legacy applications, web interfaces, and Access databases. With expanded coverage of AI Builder, sentiment analysis, Copilot, and document summarization using generative AI, you'll gain hands-on experience creating intelligent, responsive workflows that drive efficiency. Written by a Microsoft 365 expert, this third edition adds 8 new chapters along with guidance on governance, compliance, and enterprise deployment, making it a complete guide for anyone looking to get started or scale automation with Power Automate. *Email sign-up and proof of purchase required
Table of Contents (35 chapters)
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1
Part 1: The Basics
9
Part 2: Advanced Operations and Flows
20
Part 3: Robotic Process Automation, AI Models, Copilot, and Beyond
28
Part 4: Administration
33
Other Books You May Enjoy
34
Index

Exporting a flow

If you want to back up a flow or make a flow available for use in another environment, you’ll need to export it. Exporting a flow makes it portable and gives you the ability to move it. A flow can be exported into different formats:

  • A package (.zip for importing into Power Automate)
  • A Logic Apps template (.json for importing into Logic Apps)
  • A solution (a packaged collection of flows and connections)

The export format you choose depends on what the target environment is and when your flow was built. The formats are very similar, as Power Automate is built with the same technology as the Logic Apps platform. In this example, we’ll look at the steps for exporting a template for reuse in Power Automate (in either the same or different environments).

Note

The Export to Logic Apps feature is not available for Power Automate flows created after August 2020, as Microsoft changed the protocol used to create flows...

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