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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

Using Generative AI to Summarize Documents

Many of us have to put together proposals or reports of some kind—whether it’s responding to a request for proposal (RFP), delivering a statement of work, proposing a solution to a customer, or presenting a quarterly business report. The executive report or executive summary can be a key feature of each of those kinds of documents—bringing the key points together in a high-level, digestible overview.

In this chapter, we’ll look at how we can leverage the power of generative AI to reason over content, build an executive summary, and insert it back into a document. We’ll expand to using some third-party connectors, including document integration tools from Encodian and Cloudmersive, as well as an OpenAI subscription, to make it happen!

This is one of the most complex projects in this book, so we’ll break it into several sections:

  • Licensing prerequisites
  • Configuring solution...
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Workflow Automation with Microsoft Power Automate
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