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Introduction to Power Automate

What Is Power Automate?

Think about the small, repetitive tasks you do every day. Maybe you save every email attachment from your boss into a specific folder. Or perhaps you copy information from a spreadsheet into another application. These tasks are necessary but take time and are prone to human error. Power Automate is a service from Microsoft designed to handle these tasks for you.

Power Automate (formerly Microsoft Flow) allows you to create automated workflows between your favourite apps and services to sync files, get notifications, and collect data.

It works by connecting different applications and services, both from Microsoft and other companies. You create a “flow,” which is just a set of instructions. It's like setting up a series of dominoes. You push the first one, and the rest fall in sequence without you touching them again. In Power Automate, an event in one app can trigger a series of actions across other apps, all automatically.

The Building Blocks of a Flow

Every flow, no matter how complex, is built from three simple components: triggers, actions, and connectors.

Trigger

noun

The starting event that kicks off a workflow.

A trigger is the "if this happens..." part of your automation. For example, if you get a new message in a specific Slack channel, that's a trigger. If a new file is added to your Dropbox folder, that's another trigger. It's the initial event that sets your automation in motion.

Action

noun

The task or operation you want to perform after the trigger occurs.

An action is the "...then do that" part. Following our examples, after a Slack message is posted (the trigger), an action could be to send you an email notification. When a new file is added to Dropbox (the trigger), an action could be to copy that file to OneDrive. You can even have multiple actions that run in a sequence.

Connector

noun

A bridge that allows Power Automate to talk to different applications and services.

Connectors are what make all of this possible. They are the pre-built links between Power Automate and hundreds of other services, like Twitter, Salesforce, Outlook, and Google Drive. Each connector gives you a set of triggers and actions specific to that service.

Types of Flows

Power Automate offers a few different types of flows, each suited for different kinds of tasks. The three main ones are cloud flows, desktop flows, and business process flows.

Flow TypeDescriptionBest For...
Cloud FlowsRuns entirely in the cloud. Can be triggered automatically, by pressing a button, or on a set schedule.Connecting online services, like sending a weekly summary email or saving social media mentions to a spreadsheet.
Desktop FlowsAutomates tasks on your local computer or a virtual machine. This is also known as Robotic Process Automation (RPA).Automating older applications that don't have an API, or scraping data from a website.
Business Process FlowsProvides a guided step-by-step experience for users within an application, like Dynamics 365.Ensuring people follow a standardized process for things like sales leads or customer service cases.

For most beginners, cloud flows are the best place to start. They cover a huge range of common tasks and are the easiest to build.

Your First Simple Flow

Let's create a simple automated workflow. A common need is to be notified when a specific person emails you. We can build a flow that sends a push notification to your phone whenever you get an email from your boss.

  1. Navigate to Templates: When you open Power Automate, you'll see a navigation bar on the left. A great place to start is the "Templates" section. Templates are pre-built flows for common scenarios.
  2. Search for a Template: In the template gallery, search for something like "email notification." You'll find a template called "Get a push notification when you get an email from your boss."
  3. Connect Your Accounts: Select the template. Power Automate will prompt you to connect to the required services, in this case, Office 365 Outlook and Notifications. You'll just need to sign in to each account.
  4. Configure the Flow: The template is mostly ready to go. You just need to tell it your boss's email address. The flow editor will show the trigger ("When a new email arrives") and the action ("Send me a push notification"). You'll fill in the email address in the trigger card.
  5. Save and Test: Click "Save." Your flow is now live! The next time your boss sends you an email, you'll instantly get a notification on your phone via the Power Automate mobile app.
Lesson image

This simple example shows the power of automation. By exploring templates, you can quickly learn how different triggers and actions work together to save you time.

Quiz Questions 1/5

What is the primary purpose of Microsoft Power Automate?

Quiz Questions 2/5

Every Power Automate flow is built from which three core components?