INTRODUCTION FOR AUTOMATING TASKS USING POWER AUTOMATE
A starter course in Power Automate, a business process automation tool from Microsoft’s Power Platform which allows one to automate repetitive tasks.
TARGET PARTICIPANTS
- Persons who face repetitive mundane tasks.
- Preferably well-versed in Microsoft Office tools.
COURSE OBJECTIVES
- Learn basic terms and concepts of Power Automate.
- Learn to create workflows which automate web and desktop tasks.
- Course covers the web version of Power Automate and Power Automate Desktop.
METHODOLOGY
The course is a hands-on workshop led by an instructor. Participants are required to achieve tasks throughout the duration of the training.
SETUP REQUIREMENTS
- Browser required.
- Go to https://go.microsoft.com/fwlink/?linkid=2102613 to download and install Power Automate before the desktop.
- If you have two computer monitors, please use them.
DURATION
- 2 days
COURSE CONTENT
Overview
- The Power Platform
- What’s Power Automate?
- What’s automation and RPA?
- Accessing Power Automate
Types of flows
- What are cloud flows, desktop flows and business process flows?
Cloud flows
- Introduction to automated flows, scheduled flows and instant flows.
- How to create flows- starting it from blank, from a template and from a connector.
- How to use the Templates menu to create flows.
- Types of cards in Microsoft Teams
- Using Adaptive Cards for Microsoft Teams
Lab work
- Create a flow, adding condition(s) to the flow and testing it.
Lab 1
- Creating a flow from blank- the automated cloud flow
Lab 2
- Creating a flow from blank- the scheduled cloud flow
Lab 3
- Creating a flow from blank- the instant cloud flow
Lab 4
- Creating a flow from a template
Setting up SharePoint related flows
- Start an approval when a new item is added in SharePoint
- Searching for templates
- Setting up the flow
- Start an approval when a file is added to SharePoint
- Testing the flow
- Validating the flow in Power Automate
Sharing a flow
- Reasons for sharing flow
- Prerequisites for sharing
- Steps in sharing a flow
- What can flow owners do?
Environments, exporting & importing
- Environments
- Types on environments
Power Automate Desktop App
- Creating flows in Power Automate Desktop
Lab work
- Create a flow, adding condition(s) to the flow and testing it.
Lab 5
- Get file list and populate it into Excel
Lab 6
- Basic VBA loops
- Running a macro from Excel to achieve an Excel task
Lab 7
- Send an email from Outlook
Lab 8
- Extracting text from images with OCR tech
