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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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Lock Free Chapter
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

Creating your first flow

The best way to see Power Automate in action is to start creating a flow. In this example, we're going to create a flow that monitors X (formerly Twitter) for a certain hashtag and then posts a notification to a Teams channel. Such a flow might be useful if you're trying to gauge or capture customer sentiment for a product or service, track trending public health topics related to certain keywords, monitor engagement activity, or other topic-based alerts on a social media platform.

Understanding the flow components

This particular flow is going to rely upon a few components:

  • An API key and secret for X (similar to a username and password)
  • A trigger that monitors Twitter for certain words or phrases
  • An identity for Microsoft 365 (username and password)
  • A Microsoft Teams team
  • An action that posts to Microsoft Teams

To complete this flow...

CONTINUE READING
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Tech Concepts
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Programming languages
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