Organisations now recognise that process automation is vital for the company. Microsoft Power Automate is developed to automate business process flow to reduce overall operating expenses and eliminate human tasks. The combination of Microsoft Power Automate and Power Apps is redefining enterprise automation.
Companies use Microsoft Power BI and other aspects of the Microsoft Power Platform in various industries to increase productivity, reduce operating costs, and enhance business processes.
What is Power Automate?
Power Automate, previously known as Flow, allows users to develop automated processes in the cloud. This low-code automation tool is part of Microsoft’s Power Platform and is designed to automate workflow and business processes. Robotic Process Automation (RPA) tools like UI Flow make it easier to automate labour-intensive manual tasks.
The Office 365 service can easily integrate with other Microsoft products like SharePoint, Power BI, Power Apps, and Microsoft Teams. With Power Automate and process automation in the platform, there is no need for coding skills or expertise.
Types of Power Automation Flows
Several sorts of flows may be created using the low-code BPA tool:
Automated Flows – It is possible to create a flow from scratch that may be used to automatically conduct several actions when a certain event happens.
Button Flows – Button flows are the quick and easy way to do a lot of the same actions over and over again.
Scheduled Flows – Automated processes that carry out a single or more tasks at a specific time and date.
UI Flows – With UI Flows, Power Automate gains RPA capabilities for automating routine processes. In order to automate desktop and online application workflows, you can use the UI Flows tool.
1. Backup Email Attachments
A lost document might cost you hundreds or even thousands of dollars, so be sure you have a copy backed up. Keeping these backups in a logical location is also critical. Organising all of your email attachments into a manageable backup location may be a time-consuming and frustrating task. One tool that could be useful is Microsoft Power Automate.
OneDrive For Business and Office 365 Outlook may be linked as part of a workflow. If necessary, a cloud storage service like Google Drive or Dropbox can be used instead of OneDrive. To preserve all email attachments in one place, you may use a process to connect the two.
You may further arrange your backup folders by creating subfolders within them. Once you’ve made these folders, you may store email attachments in the appropriate location based on who sent them. The HR department, management, and your clients can all use this as a technique to separate their papers from those of their coworkers and clients.
2. Send Planner Tasks to Microsoft Teams
Connecting Microsoft Teams to planner may be welcomed by your team if they frequently use Teams platform to coordinate and discuss their work in progress. As a result of its popularity, this Power Automate example has been recommended by Microsoft.
Messages can be posted to any team or channel you choose in the process. To make it more personalised, you may also include information about the task creator, such as their name, title, and the date the message is delivered.
3. Obtain A Daily Overview of Planner Tasks
A workflow may be scheduled to run every hour, day, or week using Microsoft Power Automate’s recurring tasks feature. It’s possible to send an email from Outlook using Planner tasks by utilising recurrence as a trigger.
4. Create Emails for Customers and Clients
Some of your consumers or clients may benefit from receiving a single email from you. You may wish to let a few of your clients know about a promotion you’re running that could be of interest to them, or that you’ll be out of the office for the next week and ask that they contact a colleague if they need assistance.
An experienced entrepreneur understands better than to send a generic promotion or apology email to their clients; instead, they should personalize the message for each and every one of them. Free template examples from the Microsoft Power Automate team help you integrate Microsoft Excel and Office 365 Outlook so that you can swiftly send emails to customers.
This template will not work unless the Excel data is included in a table. Choosing the row in the Excel table, heading to the Data tab, and then selecting the process are all ways to start the flow. You may use this template to produce a personalized email by populating your Excel table with email addresses, names, and business names.
5. Block Out Your Calendar For An Hour
In addition to creating largely automated activities, Power Automate can also be used to make basic buttons. If you need to block your calendar for the next 60 minutes because of an urgent meeting, you may use a workflow-created control in Outlook.
You can use the workflow’s customizability options to adjust the time the calendar is blocked. So, if your meetings are just 15 minutes long, you may modify the template accordingly.
6. Make a SharePoint Folder For All Your Contracts
DocuSign or GetAccept’s signature platform may make you irritated by having to download signed agreements regularly. A lot of time and effort could be saved by automatically having all of your contracts show up in your workplace.
GetAccept/DocuSign may be linked to Microsoft Power Automate, examples to store signed papers to SharePoint. Aside from GetAccept, this template may be used with virtually any electronic sharing site. As long as the platform in question supports an API, GetAccept may easily be used in its place. Contact your electronic signing platform if you have any questions about whether or not there is a good API.
7. Add Email Content to a Spreadsheet
If you’ve already set up many Power Automate routines, you’re probably getting daily emails now. Tasks to perform, stock prices and portfolio values, or team approvals might all fall under this category.
You may also use Power Automate to import an email’s contents into an Excel spreadsheet. For example, if you have a daily portfolio value example, you may develop a spreadsheet to monitor the daily value over time.
Repetitive processes may be automated to save time, boost productivity, and improve the success of projects. You’ll have more time to finish your task and assist the project team if you use Power Automate templates.