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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

Understanding shared flows

As mentioned in the introduction, shared flows enable multiple individuals to manage the activity and configuration of a flow. Shared flows also enable multiple individuals to view the run history, provide credentials for connectors, and add or remove actions.

Both cloud flows and desktop flows can be shared.

There are, however, some interesting features and caveats of shared flows:

  • Other users, groups, or SharePoint lists can be made co-owners of a flow
  • The creator of the flow cannot be removed by another co-owner
  • If you are granting access to a SharePoint list, the site that contains the list must be connected to the flow (such as being used to save a file)
  • Co-owners of a flow can view a flow’s run history
  • Co-owners of a flow can add or delete actions, conditions, or other co-owners
  • Co-owners of a flow can manage the properties of a flow (for example, whether it’s enabled or disabled, descriptions...
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Workflow Automation with Microsoft Power Automate
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