Flow / Power Automate - Create a Scheduled Flow with Power Automate Video

Learn how to create a scheduled flow from scratch in Power Automate. Discover how to set up a defined recurrence, configure the start date, choose frequency, and establish precise execution time. See how to link the flow to publish weekly tasks in a team's channel. Take the opportunity to streamline your workflow and ensure timely and accurate task reminders.

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Objectifs :

This tutorial aims to guide users in creating a scheduled flow in Power Automate, focusing on setting up a defined recurrence for a series of actions. By the end of this tutorial, users will be able to configure a flow that executes at specified intervals and integrates with team communications.

Chapitres :

  1. Introduction to Scheduled Flows
    In this tutorial, we will create a scheduled flow that involves generating a defined recurrence for a series of actions. Scheduled flows are useful for automating repetitive tasks and can be customized to fit specific needs.
  2. Setting Up the Recurrence
    Our focus here will be on setting up this recurrence in the Power Automate template library. Some flows are categorized as scheduled to provide inspiration or serve as a starting point. However, in this case, we will create a scheduled flow from scratch.
  3. Naming and Configuring the Flow
    First, name this flow and configure the recurrence settings. Indicate the start date and choose the frequency for the flow's execution. You can select from minutes, days, months, or weeks. For example, if you want the flow to run every Monday, disable the flow for other days.
  4. Defining Execution Frequency
    To set the flow for execution every two weeks, enter '2' in the numeric field provided. A brief summary will define the active parameters of the flow, ensuring clarity on how it operates.
  5. Setting the Execution Time
    Finally, set the execution to a precise time, such as 8:30 AM, and complete the setup by clicking 'Create'. This action finalizes the configuration of your scheduled flow.
  6. Establishing Actions
    After creating the flow, you will need to establish actions to simplify the process. We will link this weekly flow to the publication of a team's message, which will remind members of the weekly tasks to be accomplished in a specific team's channel.
  7. Identifying Team and Channel
    All that remains is to identify the relevant team, choose the appropriate channel, and draft the content of the message to ensure accuracy. This step is crucial for effective communication within the team.
  8. Testing the Flow
    Once everything is set up, test the flow to verify that the execution is correct. This ensures that the scheduled flow operates as intended.
  9. Conclusion
    Your scheduled flow is now active and operational according to the initially defined recurrence. This automation will help streamline communication and task management within your team.

FAQ :

What is a scheduled flow in Power Automate?

A scheduled flow in Power Automate is an automated workflow that runs at specified intervals, allowing users to automate repetitive tasks without manual intervention.

How do I set up a recurrence for my scheduled flow?

To set up a recurrence for your scheduled flow, you need to configure the start date and choose the frequency (in minutes, days, months, or weeks) for the flow to execute.

Can I disable the flow for certain days?

Yes, you can disable the flow for specific days by configuring the recurrence settings to only allow execution on selected days of the week.

What should I do if my scheduled flow is not executing as expected?

If your scheduled flow is not executing as expected, check the configuration settings, ensure that the flow is enabled, and test the flow to identify any issues.

How can I link my scheduled flow to a team message?

You can link your scheduled flow to a team message by selecting the relevant team and channel, and drafting the content of the message within the flow's actions.

Quelques cas d'usages :

Weekly Task Reminders

A project manager can create a scheduled flow to send weekly reminders to team members about upcoming tasks in a specific channel, ensuring everyone is aware of their responsibilities.

Monthly Report Generation

An analyst can set up a scheduled flow to automatically generate and distribute monthly performance reports to stakeholders, saving time and ensuring timely delivery.

Daily Data Backup

An IT administrator can implement a scheduled flow to back up critical data every day at a specific time, enhancing data security and recovery processes.

Bi-Weekly Team Check-Ins

A team leader can establish a scheduled flow to send bi-weekly check-in messages to team members, fostering communication and collaboration within the team.

Glossaire :

Scheduled Flow

A scheduled flow is an automated process that runs at defined intervals, allowing users to perform actions based on a set recurrence.

Recurrence

Recurrence refers to the frequency at which a scheduled flow executes, which can be set in minutes, days, months, or weeks.

Power Automate

Power Automate is a cloud-based service that allows users to create automated workflows between applications and services to synchronize files, get notifications, collect data, and more.

Template Library

The template library in Power Automate contains pre-built workflows that users can utilize or modify to suit their needs.

Execution Time

Execution time is the specific time at which a scheduled flow is set to run, allowing for precise automation.

Channel

In the context of team collaboration tools, a channel is a dedicated space within a team where members can communicate and share information.

Test the Flow

Testing the flow involves running the automated process to ensure that it functions correctly and produces the desired outcomes.

résultat(s)
00:00:04
we will create a scheduled flow that involves generating
00:00:07
a defined recurrence for a series of actions.
00:00:10
Our focus here will be on setting up this recurrence
00:00:13
in the power automate template library.
00:00:16
Some flows are categorized as scheduled to give
00:00:18
you ideas or to start from a proposal.
00:00:21
In our case, we will create a scheduled flow from scratch.
00:00:25
First name this flow
00:00:28
and configure the recurrence
00:00:29
indicate the start date and choose the frequency
00:00:33
in minutes, days, months or weeks on Mondays
00:00:38
disable the flow for other days
00:00:40
for an execution every two weeks. Enter two in the numeric field
00:00:45
below. A brief summary defines the active parameters of the flow.
00:00:49
Finally set the execution to a precise time such
00:00:52
as 8:30 a.m. and complete by clicking create,
00:00:58
you will then need to establish actions
00:01:01
to simplify.
00:01:01
We will link this weekly flow to the publication of a team's message,
00:01:05
reminding the weekly tasks to be accomplished in a specific team's channel.
00:01:10
All that remains is to identify the relevant team,
00:01:13
choose the appropriate channel and draft the
00:01:15
content of the message to ensure accuracy,
00:01:18
test the flow and verify that the execution is correct.
00:01:22
Your scheduled flow is now active and
00:01:24
operational according to the initially defined recurrence.

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résultat(s)
00:00:03
Neste tutorial,
00:00:04
criaremos um fluxo programado que envolve gerar
00:00:07
uma recorrência definida para uma série de acções.
00:00:10
O nosso foco aqui será a criação desta recorrência
00:00:13
na biblioteca de modelos do power automate.
00:00:16
Alguns fluxos são categorizados como programados para dar
00:00:18
as suas ideias ou a partir de uma proposta.
00:00:21
No nosso caso, vamos criar um fluxo programado a partir do zero.
00:00:25
Nome próprio deste fluxo
00:00:28
e configurar a recorrência
00:00:29
indicar a data de início e escolher a frequência
00:00:33
em minutos, dias, meses ou semanas às segundas-feiras
00:00:38
desactivar o fluxo para outros dias
00:00:40
para uma execução de duas em duas semanas. Introduza dois no campo numérico
00:00:45
abaixo. Um breve resumo define os parâmetros ativos do fluxo.
00:00:49
Por fim, defina a execução para um tempo preciso tal
00:00:52
às 8h30 e completar clicando em criar,
00:00:58
terá então de estabelecer ações
00:01:01
simplificar.
00:01:01
Vamos ligar este fluxo semanal à publicação da mensagem de uma equipa,
00:01:05
relembrando as tarefas semanais a realizar no canal de uma equipa específica.
00:01:10
Tudo o que resta é identificar a equipa relevante,
00:01:13
escolher o canal adequado e elaborar o
00:01:15
conteúdo da mensagem para garantir a exactidão,
00:01:18
testar o fluxo e verificar se a execução está correta.
00:01:22
O seu fluxo programado está agora ativo e
00:01:24
operacional de acordo com a recorrência inicialmente definida.

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résultat(s)
00:00:03
In questo tutorial,
00:00:04
creeremo un flusso pianificato che prevede la generazione
00:00:07
una ricorrenza definita per una serie di azioni.
00:00:10
Il nostro obiettivo qui sarà impostare questa ricorrenza
00:00:13
nella libreria di modelli di power automate.
00:00:16
Alcuni flussi sono classificati come programmati in modo da fornire
00:00:18
le tue idee o per partire da una proposta.
00:00:21
Nel nostro caso, creeremo un flusso pianificato da zero.
00:00:25
Assegna innanzitutto un nome a questo flusso
00:00:28
e configura la ricorrenza
00:00:29
indica la data di inizio e scegli la frequenza
00:00:33
in minuti, giorni, mesi o settimane il lunedì
00:00:38
disabilita il flusso per gli altri giorni
00:00:40
per un'esecuzione ogni due settimane. Digitare due nel campo numerico
00:00:45
di seguito. Un breve riepilogo definisce i parametri attivi del flusso.
00:00:49
Infine, imposta l'esecuzione in un momento preciso come
00:00:52
alle 8:30 e completa facendo clic su crea,
00:00:58
dovrai quindi stabilire le azioni
00:01:01
semplificare.
00:01:01
Collegheremo questo flusso settimanale alla pubblicazione del messaggio di un team,
00:01:05
ricordando le attività settimanali da svolgere nel canale di un team specifico.
00:01:10
Non resta che identificare il team competente,
00:01:13
scegli il canale appropriato e redigi il
00:01:15
contenuto del messaggio per garantirne l'accuratezza,
00:01:18
testate il flusso e verificate che l'esecuzione sia corretta.
00:01:22
Il flusso pianificato è ora attivo e
00:01:24
operativo in base alla ricorrenza inizialmente definita.

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résultat(s)
00:00:03
В этом уроке
00:00:04
мы создадим запланированный процесс, включающий генерацию
00:00:07
определенный повтор ряда действий.
00:00:10
Здесь мы сосредоточимся на устранении этого рецидива
00:00:13
в библиотеке шаблонов power automate.
00:00:16
Некоторые потоки классифицируются по расписанию
00:00:18
свои идеи или начать с предложения.
00:00:21
В нашем случае мы создадим запланированный процесс с нуля.
00:00:25
Сначала назовите этот поток
00:00:28
и настройте повторение
00:00:29
укажите дату начала и выберите частоту
00:00:33
в минутах, днях, месяцах или неделях по понедельникам
00:00:38
отключите поток на другие дни
00:00:40
для казни каждые две недели. Введите два в числовое поле
00:00:45
ниже. Краткая сводка определяет активные параметры потока.
00:00:49
Наконец, задайте для выполнения точное время, например
00:00:52
в 8:30 утра и завершите, нажав кнопку «Создать»,
00:00:58
затем вам нужно будет принять меры
00:01:01
для упрощения.
00:01:01
Мы свяжем этот еженедельный поток с публикацией сообщения команды,
00:01:05
напоминание о еженедельных задачах, которые необходимо выполнить на канале конкретной команды.
00:01:10
Осталось только определить соответствующую команду,
00:01:13
выберите подходящий канал и составьте проект
00:01:15
содержание сообщения для обеспечения точности,
00:01:18
протестируйте поток и убедитесь, что выполнение выполнено правильно.
00:01:22
Ваш запланированный процесс теперь активен и
00:01:24
работает в соответствии с первоначально заданной периодичностью.

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résultat(s)
00:00:03
En este tutorial,
00:00:04
crearemos un flujo programado que implique generar
00:00:07
una recurrencia definida para una serie de acciones.
00:00:10
En este caso, nos centraremos en configurar esta recurrencia
00:00:13
en la biblioteca de plantillas de Power Automate.
00:00:16
Algunos flujos se clasifican según lo programado para dar
00:00:18
tus ideas o para partir de una propuesta.
00:00:21
En nuestro caso, crearemos un flujo programado desde cero.
00:00:25
Nombre este flujo en primer lugar
00:00:28
y configure la recurrencia
00:00:29
indique la fecha de inicio y elija la frecuencia
00:00:33
en minutos, días, meses o semanas los lunes
00:00:38
deshabilita el flujo para otros días
00:00:40
para una ejecución cada dos semanas. Introduzca dos en el campo numérico
00:00:45
a continuación. Un breve resumen define los parámetros activos del flujo.
00:00:49
Finalmente, establezca la ejecución en un momento preciso, tal como
00:00:52
a las 8:30 a.m. y complete haciendo clic en crear,
00:00:58
a continuación, tendrá que establecer acciones
00:01:01
para simplificar.
00:01:01
Vincularemos este flujo semanal a la publicación del mensaje de un equipo,
00:01:05
recordando las tareas semanales que deben realizarse en el canal de un equipo específico.
00:01:10
Todo lo que queda es identificar al equipo correspondiente,
00:01:13
elige el canal apropiado y redacta el
00:01:15
el contenido del mensaje para garantizar su precisión,
00:01:18
pruebe el flujo y verifique que la ejecución sea correcta.
00:01:22
Su flujo programado ahora está activo y
00:01:24
operativo de acuerdo con la periodicidad definida inicialmente.

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