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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

Using Copilot to Create and Manage Flows

Back in Chapter 21, Introducing AI Models and Generative AI, we started exploring how Microsoft Copilot can be used with flows. In this chapter, we’ll start pushing the boundaries a little bit to see what else it can do.

Copilot in cloud flows makes building automations as easy as having a conversation. Instead of hunting through menus or dragging action cards around, you can just tell Copilot what you want to do in natural language. For example, you might say something like, When someone submits a form, send me a Teams message and save the file in SharePoint. Copilot then walks you through the process step by step, turning your ideas into a working flow that saves you time and effort.

What kinds of capabilities does Copilot have?

  • Understand what you mean: Just describe your scenario, and Copilot figures out your intent and builds the flow around it
  • Set up connections automatically: It’ll link your accounts...
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Workflow Automation with Microsoft Power Automate
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