Creating Power Automate Flows
Learning Outcomes
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What’s Included
Introduction to Power Automate Desktop
Introduction to Power Automate Desktop
Power Automate Desktop is a tool that helps you automate processes. This lesson explains how the product works, and outlines the case study we'll use in this course.
Creating Our First Flow
Creating Our First Flow
It's easy to get started creating flows in Power Automate Desktop. This lesson shows you how quickly you can create a flow, and demonstrates the interface of the Flow Designer.
Adding Actions to the Flow
Adding Actions to the Flow
Any flow in Power Automate is made up of actions. This lesson teaches you how to add actions to a flow and configure them for your specific problems.
Extracting Information from a Folder
Extracting Information from a Folder
Our flow requires us to extract information from a series of Word documents in a folder. This lesson will teach you how to identify all the files in a folder of your choice.
Inserting a Loop
Inserting a Loop
Loops are a key construct in flows, as they allow you to run a series of actions repeatedly. This lesson will teach you how to add a For each loop to a flow.
Opening the Invoice Documents
Opening the Invoice Documents
One of the strengths of Power Automate Desktop is that it can connect to almost any application on your computer. This lesson will demonstrate this by seeing how we can access Microsoft Word documents as part of our flow.
Getting Data from Invoices
Getting Data from Invoices
UI elements allow us to use information on screen in a flow. This lesson will teach you how to use UI elements by getting information from a series of Word documents representing invoices.
Inserting Data to Excel
Inserting Data to Excel
After creating eight variables of data using UI elements, this lesson will demonstrate how to write this data into an Excel spreadsheet.
Completing the Flow
Completing the Flow
At the end of our flow, we want to add a few actions to format the final Excel spreadsheet. This lesson will demonstrate how to add these actions to our flow.
Running and Monitoring the Flow
Running and Monitoring the Flow
After creating a flow, we should run it to ensure it works. This lesson will demonstrate the various options available when running a flow, including how to monitor a flow's progress and identify any issues.
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