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Microsoft Power Automate: Automating Repetitive Tasks

Use Microsoft Power Automate to automate workflows between Microsoft 365 apps and external services without writing code.

Microsoft Power Automate

Power Automate (formerly Microsoft Flow) lets you automate repetitive tasks by connecting apps and services. It is included with most Microsoft 365 Business plans.

### Access Power Automate

Go to **make.powerautomate.com** or Office home → All apps → Power Automate

### Types of Flows

| Flow Type | Trigger |

|-----------|---------|

| Automated cloud flow | Triggered by an event (email received, form submitted) |

| Instant cloud flow | Triggered manually (button click) |

| Scheduled cloud flow | Runs on a schedule (daily, weekly) |

| Desktop flow | Automates tasks on a local computer |

### Popular Automation Examples

**Save email attachments to OneDrive:**

Trigger: When a new email arrives with an attachment

Action: Create file in OneDrive → save attachment

**Get notified when someone fills a Form:**

Trigger: When a new Microsoft Forms response is submitted

Action: Send me a Teams message with the response details

**Auto-create a Planner task from flagged email:**

Trigger: When an email is flagged in Outlook

Action: Create a task in Planner with the email subject

**Weekly SharePoint report:**

Trigger: Recurrence (every Monday 9am)

Action: Get SharePoint list items → Send email with summary

### Creating Your First Flow

1. New flow → Automated cloud flow

2. Search for trigger (e.g. "When a new email arrives")

3. Configure trigger (e.g. from specific sender or with attachment)

4. Click + New step → search for action

5. Configure action → Save

### Connectors

Power Automate connects to 400+ apps including:

Outlook, Teams, SharePoint, OneDrive, Excel, Forms, Planner, Salesforce, Twitter, Slack, SAP, Google Sheets

### Monitoring Flows

My flows → select flow → Run history → see pass/fail for each run

Failed runs show exactly which step failed and why.

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