Flow / Power Automate - Create a Simple Flow with AI Copilot Video
Discover how to create a powerful flow using the AI copilot tool on Power Automate. Learn to set up notifications for file additions to your Teams, customize your flow, and leverage copilot's assistance to handle various actions. Explore the capabilities of copilot in simplifying the flow creation process, making it accessible even for beginners. Join us and dive into the world of effortless flow construction with copilot on Power Automate!
- 04:31
- 324 views
-
OneDrive - What is OneDrive ?
- 01:14
- Viewed 1680 times
-
Outlook - Create and modify a group
- 2:19
- Viewed 4426 times
-
OneDrive - Edit, Delete a Share
- 02:16
- Viewed 1096 times
-
Power BI - Introduction to Power Bi
- 1:29
- Viewed 6435 times
-
Teams Premium - Activate the features of Teams Premium
- 3:48
- Viewed 13805 times
-
Teams Premium - Optimize Teams Premium settings in Administration
- 1:27
- Viewed 2645 times
-
Viva Engage - The role of an administrator
- 2:22
- Viewed 4878 times
-
Create automatic reminders
- 4:10
- Viewed 7995 times
-
Introducing PowerAutomate
- 1:53
- Viewed 3744 times
-
Save Automatically an attachment
- 4:32
- Viewed 3303 times
-
Automate Teams notifications
- 3:32
- Viewed 3254 times
-
Create a Scheduled Flow with Power Automate
- 01:29
- Viewed 601 times
-
SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
- 04:43
- Viewed 424 times
-
Retrieve Data from a Web Page and Include it in Excel
- 04:35
- Viewed 403 times
-
Create an Approval Flow with Power Automate
- 03:10
- Viewed 378 times
-
Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
- 03:34
- Viewed 371 times
-
Create an Instant Flow with Power Automate
- 02:18
- Viewed 357 times
-
Create a Desktop Flow with Power Automate from a Template
- 03:12
- Viewed 354 times
-
Create an Automated Flow with Power Automate
- 03:28
- Viewed 348 times
-
Access Power Automate for the Web
- 01:25
- Viewed 313 times
-
Understand the Steps to Create a Power Automate Flow
- 01:51
- Viewed 303 times
-
Create a Flow Based on a Template with Power Automate
- 03:20
- Viewed 298 times
-
Understand the Benefits of Power Automate
- 01:30
- Viewed 259 times
-
Add Conditional “Switch” Actions in Power Automate
- 03:58
- Viewed 245 times
-
Excel: Link Excel Scripts and Power Automate Flows
- 03:22
- Viewed 239 times
-
Excel: List Files from a Channel in an Excel Workbook with Power Automate
- 04:51
- Viewed 237 times
-
The Power Automate Mobile App
- 01:39
- Viewed 215 times
-
Understand the Specifics and Requirements of Desktop Flows
- 02:44
- Viewed 215 times
-
Understand the Concept of Variables and Loops in Power Automate
- 03:55
- Viewed 213 times
-
Manipulate Dynamic Content with Power FX
- 03:59
- Viewed 210 times
-
SharePoint: Automate File Movement to an Archive Library
- 05:20
- Viewed 209 times
-
Share Power Automate Flows
- 02:20
- Viewed 206 times
-
Familiarize Yourself with the Different Types of Flows
- 01:37
- Viewed 204 times
-
Discover the “Build Space”
- 02:26
- Viewed 203 times
-
Discover the Power Automate Home Interface
- 02:51
- Viewed 201 times
-
Leverage Variables with Power FX in Power Automate
- 03:28
- Viewed 194 times
-
Add Conditional “IF” Actions in Power Automate
- 03:06
- Viewed 185 times
-
Create automatic reminders
- 4:10
- Viewed 7995 times
-
Answering a scheduling poll
- 1:14
- Viewed 7022 times
-
Create a scheduling poll
- 4:12
- Viewed 5157 times
-
Discovering the interface
- 4:51
- Viewed 5145 times
-
Creating compartments to organise tasks
- 6:45
- Viewed 4593 times
-
Enrich tasks content
- 5:48
- Viewed 4390 times
-
Creating the project tasks
- 5:18
- Viewed 4284 times
-
Use the scheduling poll dashboard
- 2:42
- Viewed 4251 times
-
Deleting a task, a compartment or a plan
- 3:25
- Viewed 4160 times
-
Creating a project
- 3:49
- Viewed 4080 times
-
Advanced tasks
- 3:18
- Viewed 3751 times
-
Manage the most important tasks
- 1:38
- Viewed 3719 times
-
Planner Tasks in To Do
- 1:52
- Viewed 3690 times
-
Planner and transverse applications
- 4:43
- Viewed 3679 times
-
Save, publish, and share
- 2:22
- Viewed 3522 times
-
Add dates and deadlines to your tasks
- 1:12
- Viewed 3509 times
-
Outlook tasks in To Do
- 2:51
- Viewed 3489 times
-
Organize your daily tasks
- 1:56
- Viewed 3445 times
-
Manage Your Working Time in MyAnalytics
- 0:34
- Viewed 3442 times
-
Create a new task in To Do
- 2:21
- Viewed 3425 times
-
Intro to Microsoft To Do Interface
- 2:41
- Viewed 3367 times
-
Schedule sending emails in Outlook
- 0:54
- Viewed 3347 times
-
Create and share to-do lists with others
- 2:34
- Viewed 3327 times
-
Save Automatically an attachment
- 4:32
- Viewed 3303 times
-
Setting delegates
- 0:34
- Viewed 3288 times
-
Customising the interface
- 3:10
- Viewed 3270 times
-
Manage permissions
- 1:10
- Viewed 3258 times
-
Automate Teams notifications
- 3:32
- Viewed 3254 times
-
What is Microsoft To Do?
- 0:45
- Viewed 3235 times
-
Temporarily turn off notifications
- 0:23
- Viewed 3219 times
-
Displaying the progress of your plan
- 4:17
- Viewed 3201 times
-
Fill in your work schedules in Outlook
- 1:29
- Viewed 3191 times
-
Manage your availabilities
- 1:42
- Viewed 3186 times
-
Clutter
- 1:31
- Viewed 3139 times
-
Create and share lists with others
- 2:50
- Viewed 2984 times
-
Extensions
- 1:31
- Viewed 2966 times
-
Manage Requests of Holidays and Leaves of Absences
- 0:58
- Viewed 2960 times
-
Save, publish, and share
- 2:24
- Viewed 2953 times
-
Intro to Microsoft To Do on Mobile
- 2:06
- Viewed 2943 times
-
Understanding the new interface
- 1:30
- Viewed 2940 times
-
Remove a member from a group
- 0:29
- Viewed 2873 times
-
Check your day planning
- 0:30
- Viewed 2851 times
-
Publish your Booking page
- 2:54
- Viewed 2837 times
-
Shift and its imbrication with Teams
- 1:03
- Viewed 2794 times
-
The mobile App with Teams
- 0:48
- Viewed 2694 times
-
Create a meeting in the group calendar
- 1:12
- Viewed 2654 times
-
Rank your custom lists into groups
- 0:56
- Viewed 2644 times
-
Redefine privacy for highly secure meetings
- 2:37
- Viewed 2599 times
-
Immersive Reader
- 2:51
- Viewed 2589 times
-
The Outlook tasks in To Do
- 2:47
- Viewed 2573 times
-
Quickly find your files
- 2:07
- Viewed 2567 times
-
Add dates and deadlines to your tasks
- 1:17
- Viewed 2562 times
-
Pin your important files
- 0:34
- Viewed 2479 times
-
Progressive Web Apps
- 3:11
- Viewed 2348 times
-
Install Office on your smartphone
- 1:02
- Viewed 2337 times
-
Manage the most important tasks
- 1:28
- Viewed 2334 times
-
Take ownership of the taskbar
- 2:10
- Viewed 2278 times
-
Organize your daily tasks
- 2:19
- Viewed 2260 times
-
Create video chapters
- 0:52
- Viewed 2254 times
-
Virtual Appointments
- 1:44
- Viewed 2219 times
-
Overall view of your licences and subscription
- 0:46
- Viewed 2187 times
-
Planner Tasks in To Do
- 1:49
- Viewed 2175 times
-
Create a new task in To Do
- 2:21
- Viewed 2159 times
-
Rank your custom lists into groups
- 0:51
- Viewed 2126 times
-
Break up lengthy surveys and quizzes into sections
- 2:24
- Viewed 2100 times
-
Preparing for time away from the office
- 1:24
- Viewed 2063 times
-
View events
- 2:21
- Viewed 1490 times
-
Edit, Delete a Share
- 02:16
- Viewed 1096 times
-
Use Connectors to Receive Notifications
- 0:48
- Viewed 906 times
-
Use the filter pane in a library
- 2:00
- Viewed 874 times
-
Pin a document to the top of a document library
- 1:32
- Viewed 846 times
-
Centralize Important Events in a Single Channel Calendar
- 0:42
- Viewed 831 times
-
Manage Storage Spaces on Teams
- 2:05
- Viewed 829 times
-
Filter Your Document Display
- 1:10
- Viewed 800 times
-
Create a Scheduled Flow with Power Automate
- 01:29
- Viewed 601 times
-
Organize Your Messages with Rules
- 02:01
- Viewed 541 times
-
Use Document History or Restore a Document to a Previous Version
- 02:11
- Viewed 477 times
-
Use Documents in a Synchronized Library Folder
- 01:32
- Viewed 429 times
-
SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
- 04:43
- Viewed 424 times
-
Retrieve Data from a Web Page and Include it in Excel
- 04:35
- Viewed 403 times
-
Edit or delete an appointment, meeting or event
- 01:50
- Viewed 399 times
-
Use Recycle Bins to Restore Documents
- 01:49
- Viewed 394 times
-
Manage Storage Space
- 02:08
- Viewed 382 times
-
Discover the Meaning of OneDrive Icons
- 02:16
- Viewed 378 times
-
Create an Approval Flow with Power Automate
- 03:10
- Viewed 378 times
-
Sync OneDrive with a Computer
- 02:38
- Viewed 375 times
-
Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
- 03:34
- Viewed 371 times
-
Power and Manage OneDrive
- 01:36
- Viewed 364 times
-
Grant delegate access in Microsoft 365 administration
- 01:23
- Viewed 362 times
-
Create an Instant Flow with Power Automate
- 02:18
- Viewed 357 times
-
Create a Desktop Flow with Power Automate from a Template
- 03:12
- Viewed 354 times
-
Synchronize Your Teams and SharePoint Files on Your Computer
- 01:29
- Viewed 351 times
-
Create an Automated Flow with Power Automate
- 03:28
- Viewed 348 times
-
Set Your Work Hours in Outlook
- 02:02
- Viewed 331 times
-
Use the Meeting Dashboard
- 02:48
- Viewed 324 times
-
Create your reservation page for appointment booking (Bookings)
- 03:17
- Viewed 320 times
-
Access Power Automate for the Web
- 01:25
- Viewed 313 times
-
Create different types of events
- 01:46
- Viewed 310 times
-
Create an appointment or meeting
- 01:44
- Viewed 306 times
-
Understand the Steps to Create a Power Automate Flow
- 01:51
- Viewed 303 times
-
Presentation and introduction to the calendar
- 01:35
- Viewed 301 times
-
Create a Flow Based on a Template with Power Automate
- 03:20
- Viewed 298 times
-
Manage new message notifications
- 01:40
- Viewed 296 times
-
Create a Meeting Poll
- 02:48
- Viewed 295 times
-
Create a task or reminder
- 01:50
- Viewed 287 times
-
Create a task from a message
- 02:00
- Viewed 283 times
-
Change the default font of your emails
- 01:05
- Viewed 276 times
-
Manage Views
- 02:36
- Viewed 271 times
-
Create an Email Template
- 01:40
- Viewed 264 times
-
Understand the Benefits of Power Automate
- 01:30
- Viewed 259 times
-
Recall or replace an e-mail message
- 01:45
- Viewed 258 times
-
Send Automatic Out-of-Office Replies
- 02:22
- Viewed 255 times
-
Use a Shared Mailbox
- 01:18
- Viewed 246 times
-
Use the Scheduling Assistant
- 01:42
- Viewed 245 times
-
Add Conditional “Switch” Actions in Power Automate
- 03:58
- Viewed 245 times
-
Create and Manage Appointments in Delegated Calendars
- 02:04
- Viewed 239 times
-
Excel: Link Excel Scripts and Power Automate Flows
- 03:22
- Viewed 239 times
-
Automate Routine Actions
- 02:19
- Viewed 237 times
-
Excel: List Files from a Channel in an Excel Workbook with Power Automate
- 04:51
- Viewed 237 times
-
Calendar Delegation Setup
- 01:21
- Viewed 231 times
-
View Other Calendars
- 00:50
- Viewed 230 times
-
Use Categories
- 02:51
- Viewed 229 times
-
Clean Up Your Inbox
- 01:18
- Viewed 229 times
-
Mailbox Delegation Setup
- 01:59
- Viewed 221 times
-
Delay Email Delivery
- 01:10
- Viewed 220 times
-
Use Conversation View
- 01:47
- Viewed 219 times
-
The Power Automate Mobile App
- 01:39
- Viewed 215 times
-
Understand the Specifics and Requirements of Desktop Flows
- 02:44
- Viewed 215 times
-
Understand the Concept of Variables and Loops in Power Automate
- 03:55
- Viewed 213 times
-
Streamline Note-Taking with OneNote and Outlook
- 01:03
- Viewed 211 times
-
Manipulate Dynamic Content with Power FX
- 03:59
- Viewed 210 times
-
SharePoint: Automate File Movement to an Archive Library
- 05:20
- Viewed 209 times
-
Respond to invitations as a delegate
- 02:55
- Viewed 207 times
-
Share Power Automate Flows
- 02:20
- Viewed 206 times
-
Familiarize Yourself with the Different Types of Flows
- 01:37
- Viewed 204 times
-
Discover the “Build Space”
- 02:26
- Viewed 203 times
-
Display Three Time Zones
- 01:52
- Viewed 201 times
-
Discover the Power Automate Home Interface
- 02:51
- Viewed 201 times
-
Easily Sort Your Mails
- 01:38
- Viewed 196 times
-
Respect Your Colleagues' Off Hours (Viva Insights)
- 01:27
- Viewed 196 times
-
Leverage Variables with Power FX in Power Automate
- 03:28
- Viewed 194 times
-
Add Conditional “IF” Actions in Power Automate
- 03:06
- Viewed 185 times
-
Introduction to PowerBI
- 00:60
- Viewed 182 times
-
Introduction to Microsoft Outlook
- 01:09
- Viewed 173 times
-
Introduction to Microsoft Insights
- 02:04
- Viewed 176 times
-
Introduction to Microsoft Viva
- 01:22
- Viewed 180 times
-
Introduction to Planner
- 00:56
- Viewed 188 times
-
Introduction to Microsoft Visio
- 02:07
- Viewed 176 times
-
Introduction to Microsoft Forms
- 00:52
- Viewed 183 times
-
Introducing to Microsoft Designer
- 00:28
- Viewed 249 times
-
Introduction to Sway
- 01:53
- Viewed 159 times
-
Introducing to Word
- 01:00
- Viewed 179 times
-
Introducing to SharePoint Premium
- 00:47
- Viewed 161 times
-
Create a call group
- 01:15
- Viewed 226 times
-
Use call delegation
- 01:07
- Viewed 145 times
-
Assign a delegate for your calls
- 01:08
- Viewed 223 times
-
Ring multiple devices simultaneously
- 01:36
- Viewed 148 times
-
Use the "Do Not Disturb" function for calls
- 01:28
- Viewed 137 times
-
Manage advanced call notifications
- 01:29
- Viewed 154 times
-
Configure audio settings for better sound quality
- 02:08
- Viewed 185 times
-
Block unwanted calls
- 01:24
- Viewed 152 times
-
Disable all call forwarding
- 01:09
- Viewed 158 times
-
Manage a call group in Teams
- 02:01
- Viewed 145 times
-
Update voicemail forwarding settings
- 01:21
- Viewed 143 times
-
Configure call forwarding to internal numbers
- 01:02
- Viewed 138 times
-
Set call forwarding to external numbers
- 01:03
- Viewed 161 times
-
Manage voicemail messages
- 01:55
- Viewed 209 times
-
Access voicemail via mobile and PC
- 02:03
- Viewed 226 times
-
Customize your voicemail greeting
- 02:17
- Viewed 136 times
-
Transfer calls with or without an announcement
- 01:38
- Viewed 137 times
-
Manage simultaneous calls
- 01:52
- Viewed 147 times
-
Support third-party apps during calls
- 01:53
- Viewed 180 times
-
Add participants quickly and securely
- 01:37
- Viewed 143 times
-
Configure call privacy and security settings
- 02:51
- Viewed 141 times
-
Manage calls on hold
- 01:20
- Viewed 150 times
-
Live transcription and generate summaries via AI
- 03:43
- Viewed 141 times
-
Use the interface to make and receive calls
- 01:21
- Viewed 150 times
-
Action Function
- 04:18
- Viewed 150 times
-
Search Function
- 03:42
- Viewed 203 times
-
Date and Time Function
- 02:53
- Viewed 184 times
-
Logical Function
- 03:14
- Viewed 277 times
-
Text Function
- 03:25
- Viewed 212 times
-
Basic Function
- 02:35
- Viewed 177 times
-
Categories of Functions in Power FX
- 01:51
- Viewed 201 times
-
Introduction to Power Fx
- 01:09
- Viewed 179 times
-
The New Calendar
- 03:14
- Viewed 301 times
-
Sections
- 02:34
- Viewed 187 times
-
Customizing Views
- 03:25
- Viewed 180 times
-
Introduction to the New Features of Microsoft Teams
- 00:47
- Viewed 299 times
-
Guide to Using the Microsoft Authenticator App
- 01:47
- Viewed 197 times
-
Turn on Multi-Factor Authentication in the Admin Section
- 02:07
- Viewed 156 times
-
Concept of Multi-Factor Authentication
- 01:51
- Viewed 189 times
Objectifs :
This tutorial aims to teach you how to create a Power Automate flow using the Copilot AI tool, enabling you to automate notifications in Microsoft Teams when files are added to SharePoint.
Chapitres :
-
Introduction to Power Automate and Copilot
In this tutorial, you will learn how to create a Power Automate flow using the Copilot AI tool, which is now available in your environment. The purpose of this tutorial is to guide you through the process of automating notifications in Microsoft Teams whenever a file is added to a specific location. -
Starting the Flow Creation
To begin, you can either enter a prompt directly from the home page or use the create menu to access the Copilot environment. Imagine you want to be notified by a Teams message whenever a file is added to one of your Teams. -
Generating Flow Options
Once your prompt is written and validated, Copilot will suggest several flow options based on your request and its level of understanding. Click 'Next' to proceed. Before entering the flow construction space, Power Automate will inform you that SharePoint and Teams will be connected. -
Accessing the Flow Construction Area
Click 'Create Flow' to access the construction area. In this space, you will find two blocks available: one related to the generation of the file in Teams and SharePoint, and the other managing the notification by message in Teams. -
Customizing Your Flow
Open the Copilot panel to adjust or complete your flow by entering your requests in the prompt. Each block is fully customizable manually. As in standard flows, you can also use Copilot requests to modify your flow elements by entering your instructions in the right-hand panel. -
Monitoring File Editions
Start by specifying which SharePoint site or Teams group you want to monitor for file editions. Then select the name of the library or use the Copilot tool to describe your requirement by formulating your request. The Copilot panel will subsequently show which block has been modified. -
Setting Up Notifications
It is your responsibility to review, manage, or rectify any potential errors that might have been introduced. Manually navigate through the various folders to specify the channel on which you want to monitor file editions. While you can manually set up the Teams message, let’s use Copilot to explore its capabilities. -
Configuring the Message
Specify that the message should be posted as a flow bot and indicate which channel to post in. You will see that the steps applied in the Copilot pane are also reflected in the left pane, which contains the details of the various blocks of your Power Automate flow. -
Customizing the Message Body
Ask Copilot to customize the body of the message. If the actions generated by Copilot do not suit you, be aware that each action can be undone. It is often easier to perform manual adjustments via the insertion of dynamic elements rather than systematically using Copilot, which can generate errors. -
Finalizing the Flow
Ask Copilot to add the file path to the message body. Use AI to insert an action before or after other actions. For example, you can choose a mobile notification of file edition as the very last action. Once your flow is complete, save it and test it. -
Testing the Flow
To add a file to your channel's library in Teams, go to the target team and add the file. Then return to the Power Automate tab and wait while the flow completes its processing. This may take some time depending on the type of flow generated. -
Viewing Notifications
You now have a customized message sent by the flow bot in Teams containing both the file name and its storage location. To make the URL clickable, you will need to generate HTML code that transforms this text string into a hyperlink. This type of manipulation will be covered in other tutorials. -
Conclusion
To conclude this tutorial, you can see that Copilot for Power Automate represents a significant advancement, particularly for assisting you in creating simple flows even if you are not well versed in the Power Automate environment. However, it may sometimes be necessary to make adjustments, which requires a certain level of knowledge of the Power Automate environment. This will be addressed in the upcoming tutorial videos of our course.
FAQ :
What is Power Automate?
Power Automate is a cloud-based service that enables users to create automated workflows between different applications and services, helping to streamline processes and improve efficiency.
How does Copilot assist in creating flows?
Copilot uses AI to suggest flow options based on the user's prompts, making it easier to create automated workflows without extensive knowledge of Power Automate.
Can I customize the flows created by Copilot?
Yes, each flow created by Copilot is fully customizable. Users can manually adjust the flow elements or use Copilot to modify them by entering specific instructions.
What should I do if the actions generated by Copilot do not suit my needs?
If the actions generated by Copilot do not meet your requirements, you can undo them and manually adjust the flow elements as needed.
How can I make a URL clickable in my flow's message?
To make a URL clickable, you need to generate HTML code that transforms the text string into a hyperlink. This process will be covered in future tutorials.
What are the benefits of using Power Automate with Copilot?
Using Power Automate with Copilot allows users to create simple flows quickly and efficiently, even without extensive knowledge of the platform, while also providing the flexibility to make adjustments as needed.
Quelques cas d'usages :
Automating Team Notifications
A marketing team can use Power Automate to set up a flow that sends a notification to a specific Teams channel whenever a new file is added to their SharePoint library, ensuring all team members are promptly informed.
File Management in SharePoint
An IT department can create a flow that monitors a SharePoint site for file edits and sends a message to a Teams channel, helping to keep track of changes and maintain version control.
Streamlining Project Updates
A project manager can utilize Power Automate to automate the process of sending weekly project updates to stakeholders via Teams, reducing manual effort and ensuring timely communication.
Mobile Notifications for Critical Updates
A sales team can set up a flow that sends mobile notifications for critical updates, such as changes in pricing or new product launches, ensuring that team members are always informed, even on the go.
Error Management in Automated Flows
A finance department can implement a flow that notifies them via Teams whenever an error occurs in their automated processes, allowing for quick resolution and minimizing disruptions.
Glossaire :
Power Automate
A cloud-based service that allows users to create automated workflows between applications and services to synchronize files, get notifications, collect data, and more.
Copilot
An AI tool integrated into Power Automate that assists users in creating flows by suggesting options based on user prompts.
Flow
A sequence of automated actions that are triggered by specific events, such as receiving a message or adding a file.
SharePoint
A web-based collaboration platform that integrates with Microsoft Office, used for storing, organizing, sharing, and accessing information from any device.
Teams
A collaboration platform by Microsoft that combines workplace chat, meetings, notes, and file collaboration.
Dynamic Elements
Variables or placeholders in a flow that can change based on the context or data being processed, allowing for more flexible and personalized automation.
HTML Code
The standard markup language used to create web pages, which can be used to format text and create hyperlinks.
Flow Bot
An automated bot in Microsoft Teams that sends messages or notifications based on the actions defined in a Power Automate flow.