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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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Lock Free Chapter
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

Testing the flow

With the flow saved, it’s time to trigger it.

  1. Navigate to your plan.
  2. Pick an existing task or create a new one, as shown in Figure 15.9.
Figure 15.9 – Adding a new task

Figure 15.9 – Adding a new task

  1. Enter a name for the task and then click Assign. Select a name.
Figure 15.10 – Configuring the task

Figure 15.10 – Configuring the task

Let’s go take a look at Slack!

Figure 15.11 – Viewing the Slack message

Figure 15.11 – Viewing the Slack message

Oh, no! It looks like there’s a problem! The user names are displaying as numbers instead of names! Let’s dive in to see what went wrong and how we can fix it.

Troubleshooting the output

If you’re familiar with administering Microsoft 365, you might recognize the format of the numbers being shown in place of names. What went wrong here?

Let’s go take a look at the output of the flow.

In the canvas, select the When a task is assigned to me trigger action to bring up Run results. Scroll...

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