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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

5 (1)
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

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

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

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 Flows. With a shared flow, all users have access to the same flow instance. When you send a flow, each recipient gets a copy of it that they can personalize.

To send...

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Workflow Automation with Microsoft Power Automate
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