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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

Working with Email

Over the years, many business processes have been developed that use email as a storage, tracking, or processing mechanism. These processes have relied upon a combination of manual activities, third-party plugins, Component Object Model (COM) add-ins, and Visual Basic for Applications (VBA) scripting. As each version of email software changes, the technology and methods have had to change.

Instead of using discrete or custom code modules, Power Automate uses open REST-based APIs to interact with data for web services. As you learned in Chapter 1, Introducing Microsoft Power Automate, connectors are used to attach to data sources and endpoints (to either receive, retrieve, store, or send data).

Deeper dive

Connectors are structured configuration files (typically formatted as JavaScript Object Notation, or JSON) that define how Power Automate will interact with another service for automation tasks. Power Automate actions can send, receive, and...

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