Flow / Power Automate - Understand the Specifics and Requirements of Desktop Flows Video
Discover the power of Power Automate Desktop Flows, offering new automation possibilities for web and desktop applications. This tutorial explores how to access and navigate the desktop flow environment, from installation to creating and managing flows. Learn to automate clicks, data entry, application launches, and OCR analysis with ease. Get started and unleash the potential of desktop automation now!
- 02:44
- 248 views
-
OneDrive - What is OneDrive ?
- 01:14
- Viewed 2161 times
-
Outlook - Create and modify a group
- 2:19
- Viewed 4823 times
-
OneDrive - Edit, Delete a Share
- 02:16
- Viewed 1318 times
-
Power BI - Introduction to Power Bi
- 1:29
- Viewed 6726 times
-
Teams Premium - Activate the features of Teams Premium
- 3:48
- Viewed 14226 times
-
Teams Premium - Optimize Teams Premium settings in Administration
- 1:27
- Viewed 2926 times
-
Viva Engage - The role of an administrator
- 2:22
- Viewed 5113 times
-
Create automatic reminders
- 4:10
- Viewed 8126 times
-
Introducing PowerAutomate
- 1:53
- Viewed 3824 times
-
Save Automatically an attachment
- 4:32
- Viewed 3343 times
-
Automate Teams notifications
- 3:32
- Viewed 3318 times
-
Create a Scheduled Flow with Power Automate
- 01:29
- Viewed 716 times
-
SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
- 04:43
- Viewed 467 times
-
Retrieve Data from a Web Page and Include it in Excel
- 04:35
- Viewed 430 times
-
Create an Approval Flow with Power Automate
- 03:10
- Viewed 405 times
-
Understand the Steps to Create a Power Automate Flow
- 01:51
- Viewed 403 times
-
Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
- 03:34
- Viewed 401 times
-
Create an Instant Flow with Power Automate
- 02:18
- Viewed 391 times
-
Create a Desktop Flow with Power Automate from a Template
- 03:12
- Viewed 375 times
-
Create an Automated Flow with Power Automate
- 03:28
- Viewed 371 times
-
Access Power Automate for the Web
- 01:25
- Viewed 356 times
-
Create a Simple Flow with AI Copilot
- 04:31
- Viewed 347 times
-
Create a Flow Based on a Template with Power Automate
- 03:20
- Viewed 320 times
-
Understand the Benefits of Power Automate
- 01:30
- Viewed 293 times
-
Excel: Link Excel Scripts and Power Automate Flows
- 03:22
- Viewed 281 times
-
Add Conditional “Switch” Actions in Power Automate
- 03:58
- Viewed 271 times
-
Excel: List Files from a Channel in an Excel Workbook with Power Automate
- 04:51
- Viewed 261 times
-
The Power Automate Mobile App
- 01:39
- Viewed 250 times
-
Understand the Concept of Variables and Loops in Power Automate
- 03:55
- Viewed 241 times
-
Manipulate Dynamic Content with Power FX
- 03:59
- Viewed 238 times
-
SharePoint: Automate File Movement to an Archive Library
- 05:20
- Viewed 236 times
-
Share Power Automate Flows
- 02:20
- Viewed 234 times
-
Familiarize Yourself with the Different Types of Flows
- 01:37
- Viewed 231 times
-
Discover the Power Automate Home Interface
- 02:51
- Viewed 225 times
-
Discover the “Build Space”
- 02:26
- Viewed 224 times
-
Leverage Variables with Power FX in Power Automate
- 03:28
- Viewed 218 times
-
Add Conditional “IF” Actions in Power Automate
- 03:06
- Viewed 208 times
-
Create automatic reminders
- 4:10
- Viewed 8126 times
-
Answering a scheduling poll
- 1:14
- Viewed 7069 times
-
Create a scheduling poll
- 4:12
- Viewed 5292 times
-
Discovering the interface
- 4:51
- Viewed 5182 times
-
Creating compartments to organise tasks
- 6:45
- Viewed 4643 times
-
Enrich tasks content
- 5:48
- Viewed 4412 times
-
Creating the project tasks
- 5:18
- Viewed 4369 times
-
Use the scheduling poll dashboard
- 2:42
- Viewed 4296 times
-
Deleting a task, a compartment or a plan
- 3:25
- Viewed 4239 times
-
Creating a project
- 3:49
- Viewed 4192 times
-
Advanced tasks
- 3:18
- Viewed 3777 times
-
Manage the most important tasks
- 1:38
- Viewed 3743 times
-
Planner Tasks in To Do
- 1:52
- Viewed 3717 times
-
Planner and transverse applications
- 4:43
- Viewed 3705 times
-
Add dates and deadlines to your tasks
- 1:12
- Viewed 3642 times
-
Organize your daily tasks
- 1:56
- Viewed 3581 times
-
Save, publish, and share
- 2:22
- Viewed 3543 times
-
Outlook tasks in To Do
- 2:51
- Viewed 3534 times
-
Create a new task in To Do
- 2:21
- Viewed 3485 times
-
Manage Your Working Time in MyAnalytics
- 0:34
- Viewed 3478 times
-
Intro to Microsoft To Do Interface
- 2:41
- Viewed 3411 times
-
Schedule sending emails in Outlook
- 0:54
- Viewed 3388 times
-
Setting delegates
- 0:34
- Viewed 3384 times
-
Create and share to-do lists with others
- 2:34
- Viewed 3382 times
-
Save Automatically an attachment
- 4:32
- Viewed 3343 times
-
What is Microsoft To Do?
- 0:45
- Viewed 3334 times
-
Automate Teams notifications
- 3:32
- Viewed 3318 times
-
Customising the interface
- 3:10
- Viewed 3296 times
-
Temporarily turn off notifications
- 0:23
- Viewed 3289 times
-
Manage permissions
- 1:10
- Viewed 3288 times
-
Displaying the progress of your plan
- 4:17
- Viewed 3248 times
-
Manage your availabilities
- 1:42
- Viewed 3230 times
-
Fill in your work schedules in Outlook
- 1:29
- Viewed 3210 times
-
Clutter
- 1:31
- Viewed 3162 times
-
Create and share lists with others
- 2:50
- Viewed 3044 times
-
Extensions
- 1:31
- Viewed 2996 times
-
Save, publish, and share
- 2:24
- Viewed 2980 times
-
Manage Requests of Holidays and Leaves of Absences
- 0:58
- Viewed 2976 times
-
Understanding the new interface
- 1:30
- Viewed 2976 times
-
Intro to Microsoft To Do on Mobile
- 2:06
- Viewed 2972 times
-
Publish your Booking page
- 2:54
- Viewed 2929 times
-
Remove a member from a group
- 0:29
- Viewed 2921 times
-
Check your day planning
- 0:30
- Viewed 2912 times
-
Shift and its imbrication with Teams
- 1:03
- Viewed 2812 times
-
Create a meeting in the group calendar
- 1:12
- Viewed 2770 times
-
The mobile App with Teams
- 0:48
- Viewed 2718 times
-
Redefine privacy for highly secure meetings
- 2:37
- Viewed 2672 times
-
Rank your custom lists into groups
- 0:56
- Viewed 2665 times
-
Immersive Reader
- 2:51
- Viewed 2611 times
-
Add dates and deadlines to your tasks
- 1:17
- Viewed 2602 times
-
The Outlook tasks in To Do
- 2:47
- Viewed 2601 times
-
Quickly find your files
- 2:07
- Viewed 2595 times
-
Pin your important files
- 0:34
- Viewed 2505 times
-
Install Office on your smartphone
- 1:02
- Viewed 2381 times
-
Progressive Web Apps
- 3:11
- Viewed 2372 times
-
Organize your daily tasks
- 2:19
- Viewed 2358 times
-
Manage the most important tasks
- 1:28
- Viewed 2355 times
-
Take ownership of the taskbar
- 2:10
- Viewed 2298 times
-
Create video chapters
- 0:52
- Viewed 2287 times
-
Virtual Appointments
- 1:44
- Viewed 2242 times
-
Overall view of your licences and subscription
- 0:46
- Viewed 2205 times
-
Planner Tasks in To Do
- 1:49
- Viewed 2194 times
-
Create a new task in To Do
- 2:21
- Viewed 2176 times
-
Rank your custom lists into groups
- 0:51
- Viewed 2146 times
-
Break up lengthy surveys and quizzes into sections
- 2:24
- Viewed 2126 times
-
Preparing for time away from the office
- 1:24
- Viewed 2090 times
-
View events
- 2:21
- Viewed 1504 times
-
Edit, Delete a Share
- 02:16
- Viewed 1318 times
-
Use Connectors to Receive Notifications
- 0:48
- Viewed 922 times
-
Use the filter pane in a library
- 2:00
- Viewed 897 times
-
Manage Storage Spaces on Teams
- 2:05
- Viewed 873 times
-
Pin a document to the top of a document library
- 1:32
- Viewed 869 times
-
Centralize Important Events in a Single Channel Calendar
- 0:42
- Viewed 851 times
-
Filter Your Document Display
- 1:10
- Viewed 825 times
-
Create a Scheduled Flow with Power Automate
- 01:29
- Viewed 716 times
-
Organize Your Messages with Rules
- 02:01
- Viewed 573 times
-
Use Document History or Restore a Document to a Previous Version
- 02:11
- Viewed 510 times
-
SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
- 04:43
- Viewed 467 times
-
Use Documents in a Synchronized Library Folder
- 01:32
- Viewed 457 times
-
Use Recycle Bins to Restore Documents
- 01:49
- Viewed 436 times
-
Retrieve Data from a Web Page and Include it in Excel
- 04:35
- Viewed 430 times
-
Edit or delete an appointment, meeting or event
- 01:50
- Viewed 426 times
-
Manage Storage Space
- 02:08
- Viewed 422 times
-
Grant delegate access in Microsoft 365 administration
- 01:23
- Viewed 418 times
-
Create an Approval Flow with Power Automate
- 03:10
- Viewed 405 times
-
Discover the Meaning of OneDrive Icons
- 02:16
- Viewed 403 times
-
Understand the Steps to Create a Power Automate Flow
- 01:51
- Viewed 403 times
-
Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
- 03:34
- Viewed 401 times
-
Sync OneDrive with a Computer
- 02:38
- Viewed 399 times
-
Create an Instant Flow with Power Automate
- 02:18
- Viewed 391 times
-
Power and Manage OneDrive
- 01:36
- Viewed 378 times
-
Synchronize Your Teams and SharePoint Files on Your Computer
- 01:29
- Viewed 375 times
-
Create a Desktop Flow with Power Automate from a Template
- 03:12
- Viewed 375 times
-
Create an Automated Flow with Power Automate
- 03:28
- Viewed 371 times
-
Create your reservation page for appointment booking (Bookings)
- 03:17
- Viewed 364 times
-
Access Power Automate for the Web
- 01:25
- Viewed 356 times
-
Set Your Work Hours in Outlook
- 02:02
- Viewed 347 times
-
Use the Meeting Dashboard
- 02:48
- Viewed 347 times
-
Create a Simple Flow with AI Copilot
- 04:31
- Viewed 347 times
-
Manage new message notifications
- 01:40
- Viewed 342 times
-
Create different types of events
- 01:46
- Viewed 332 times
-
Create an appointment or meeting
- 01:44
- Viewed 331 times
-
Presentation and introduction to the calendar
- 01:35
- Viewed 330 times
-
Create a Meeting Poll
- 02:48
- Viewed 320 times
-
Create a Flow Based on a Template with Power Automate
- 03:20
- Viewed 320 times
-
Create a task or reminder
- 01:50
- Viewed 309 times
-
Create a task from a message
- 02:00
- Viewed 304 times
-
Recall or replace an e-mail message
- 01:45
- Viewed 302 times
-
Change the default font of your emails
- 01:05
- Viewed 299 times
-
Create an Email Template
- 01:40
- Viewed 293 times
-
Understand the Benefits of Power Automate
- 01:30
- Viewed 293 times
-
Manage Views
- 02:36
- Viewed 291 times
-
Send Automatic Out-of-Office Replies
- 02:22
- Viewed 289 times
-
Use the Scheduling Assistant
- 01:42
- Viewed 281 times
-
Excel: Link Excel Scripts and Power Automate Flows
- 03:22
- Viewed 281 times
-
Add Conditional “Switch” Actions in Power Automate
- 03:58
- Viewed 271 times
-
Use a Shared Mailbox
- 01:18
- Viewed 268 times
-
Calendar Delegation Setup
- 01:21
- Viewed 264 times
-
Automate Routine Actions
- 02:19
- Viewed 263 times
-
Mailbox Delegation Setup
- 01:59
- Viewed 261 times
-
Create and Manage Appointments in Delegated Calendars
- 02:04
- Viewed 261 times
-
Excel: List Files from a Channel in an Excel Workbook with Power Automate
- 04:51
- Viewed 261 times
-
View Other Calendars
- 00:50
- Viewed 256 times
-
Use Categories
- 02:51
- Viewed 254 times
-
Clean Up Your Inbox
- 01:18
- Viewed 250 times
-
The Power Automate Mobile App
- 01:39
- Viewed 250 times
-
Use Conversation View
- 01:47
- Viewed 247 times
-
Delay Email Delivery
- 01:10
- Viewed 245 times
-
Streamline Note-Taking with OneNote and Outlook
- 01:03
- Viewed 244 times
-
Understand the Concept of Variables and Loops in Power Automate
- 03:55
- Viewed 241 times
-
Manipulate Dynamic Content with Power FX
- 03:59
- Viewed 238 times
-
SharePoint: Automate File Movement to an Archive Library
- 05:20
- Viewed 236 times
-
Respond to invitations as a delegate
- 02:55
- Viewed 234 times
-
Share Power Automate Flows
- 02:20
- Viewed 234 times
-
Familiarize Yourself with the Different Types of Flows
- 01:37
- Viewed 231 times
-
Display Three Time Zones
- 01:52
- Viewed 226 times
-
Easily Sort Your Mails
- 01:38
- Viewed 225 times
-
Respect Your Colleagues' Off Hours (Viva Insights)
- 01:27
- Viewed 225 times
-
Discover the Power Automate Home Interface
- 02:51
- Viewed 225 times
-
Discover the “Build Space”
- 02:26
- Viewed 224 times
-
Leverage Variables with Power FX in Power Automate
- 03:28
- Viewed 218 times
-
Add Conditional “IF” Actions in Power Automate
- 03:06
- Viewed 208 times
-
Introduction to PowerBI
- 00:60
- Viewed 222 times
-
Introduction to Microsoft Outlook
- 01:09
- Viewed 215 times
-
Introduction to Microsoft Insights
- 02:04
- Viewed 222 times
-
Introduction to Microsoft Viva
- 01:22
- Viewed 234 times
-
Introduction to Planner
- 00:56
- Viewed 221 times
-
Introduction to Microsoft Visio
- 02:07
- Viewed 226 times
-
Introduction to Microsoft Forms
- 00:52
- Viewed 225 times
-
Introducing to Microsoft Designer
- 00:28
- Viewed 323 times
-
Introduction to Sway
- 01:53
- Viewed 263 times
-
Introducing to Word
- 01:00
- Viewed 218 times
-
Introducing to SharePoint Premium
- 00:47
- Viewed 203 times
-
Create a call group
- 01:15
- Viewed 303 times
-
Use call delegation
- 01:07
- Viewed 178 times
-
Assign a delegate for your calls
- 01:08
- Viewed 302 times
-
Ring multiple devices simultaneously
- 01:36
- Viewed 182 times
-
Use the "Do Not Disturb" function for calls
- 01:28
- Viewed 172 times
-
Manage advanced call notifications
- 01:29
- Viewed 187 times
-
Configure audio settings for better sound quality
- 02:08
- Viewed 254 times
-
Block unwanted calls
- 01:24
- Viewed 209 times
-
Disable all call forwarding
- 01:09
- Viewed 191 times
-
Manage a call group in Teams
- 02:01
- Viewed 202 times
-
Update voicemail forwarding settings
- 01:21
- Viewed 182 times
-
Configure call forwarding to internal numbers
- 01:02
- Viewed 180 times
-
Set call forwarding to external numbers
- 01:03
- Viewed 200 times
-
Manage voicemail messages
- 01:55
- Viewed 276 times
-
Access voicemail via mobile and PC
- 02:03
- Viewed 306 times
-
Customize your voicemail greeting
- 02:17
- Viewed 178 times
-
Transfer calls with or without an announcement
- 01:38
- Viewed 185 times
-
Manage simultaneous calls
- 01:52
- Viewed 186 times
-
Support third-party apps during calls
- 01:53
- Viewed 229 times
-
Add participants quickly and securely
- 01:37
- Viewed 191 times
-
Configure call privacy and security settings
- 02:51
- Viewed 187 times
-
Manage calls on hold
- 01:20
- Viewed 179 times
-
Live transcription and generate summaries via AI
- 03:43
- Viewed 176 times
-
Use the interface to make and receive calls
- 01:21
- Viewed 185 times
-
Action Function
- 04:18
- Viewed 182 times
-
Search Function
- 03:42
- Viewed 234 times
-
Date and Time Function
- 02:53
- Viewed 226 times
-
Logical Function
- 03:14
- Viewed 346 times
-
Text Function
- 03:25
- Viewed 243 times
-
Basic Function
- 02:35
- Viewed 206 times
-
Categories of Functions in Power FX
- 01:51
- Viewed 244 times
-
Introduction to Power Fx
- 01:09
- Viewed 233 times
-
The New Calendar
- 03:14
- Viewed 376 times
-
Sections
- 02:34
- Viewed 216 times
-
Customizing Views
- 03:25
- Viewed 210 times
-
Introduction to the New Features of Microsoft Teams
- 00:47
- Viewed 412 times
-
Guide to Using the Microsoft Authenticator App
- 01:47
- Viewed 244 times
-
Turn on Multi-Factor Authentication in the Admin Section
- 02:07
- Viewed 186 times
-
Concept of Multi-Factor Authentication
- 01:51
- Viewed 228 times
Objectifs :
This tutorial aims to guide users through the process of accessing and navigating the Power Automate Desktop environment, enabling them to automate various tasks on their workstations effectively.
Chapitres :
-
Introduction to Power Automate Desktop
Power Automate Desktop expands your automation possibilities by allowing you to automate both web and desktop applications directly on your workstation. This tool features a different interface and specifics compared to Power Automate for Microsoft 365, enabling users to automate clicks, data entry, application launches, and even perform OCR analysis. -
Installing Power Automate Desktop
To begin using Power Automate Desktop, you need to install the desktop application. There are two primary methods for installation: 1. **Microsoft Store**: Search for 'Power Automate' in the Microsoft Store and download the application. 2. **Power Automate Web App**: Log into your Microsoft 365 account, navigate to the Power Automate web app, and under the 'Create' menu, you will find a direct download link by clicking the 'Install' button at the top right. After installation, you may be prompted to install a browser extension if you wish to automate web flows. Restart your computer to access Power Automate. -
Launching and Navigating the Application
Once installed, you can launch the application or initiate a desktop flow from Power Automate online. This action opens the desktop version and prompts you to name your flow. You will then see a blank canvas in a dedicated window in front of the main application window. To record actions, you can drag and drop actions from the left column or trigger an action recording. -
Preparing Your Automation
It is crucial to prepare your automation in advance by clarifying the flow's objective and the steps to include. In the main window of the desktop application, you will find a home page featuring an introductory video and a guided tour of the environment, as well as the option to create a flow via the canvas. If you are not comfortable creating flows from scratch, consider using predefined flows, which are excellent for discovering the capabilities of desktop flows. -
Accessing Resources and Community Support
Scrolling down the home page, you will find access to tutorials, links to documentation, the community forum, and a list of new features. Your flow list will be available under 'My Flows'. Note that managing sharing and collaboration is subject to a license, which may limit your capabilities compared to the classic version of Power Automate. Additionally, a library of complete and predefined examples categorized by themes is available, perfect for getting started with desktop flows. -
Conclusion
You are now ready to begin automating local actions on your user workstation using Power Automate Desktop. This tool provides a robust platform for enhancing productivity through automation, making it easier to manage repetitive tasks efficiently.
FAQ :
What is Power Automate Desktop?
Power Automate Desktop is a tool that allows users to automate tasks on their local workstation, enabling automation of both web and desktop applications.
How do I install Power Automate Desktop?
You can install Power Automate Desktop through the Microsoft Store or by accessing your Microsoft 365 account and downloading it from the Power Automate web app under the create menu.
What types of tasks can I automate with Power Automate Desktop?
You can automate various tasks such as clicks, data entry, application launches, and even perform OCR analysis using Power Automate Desktop.
What are predefined flows?
Predefined flows are ready-to-use templates that help users quickly implement common automation scenarios without needing to create a flow from scratch.
Can I collaborate with others on my flows?
Yes, but managing sharing and collaboration is subject to licensing limitations, which may restrict some functionalities compared to the classic version of Power Automate.
Where can I find tutorials and documentation for Power Automate Desktop?
You can access tutorials, documentation links, and community forums directly from the Power Automate Desktop application, which provides resources to help you get started.
Quelques cas d'usages :
Automating Data Entry Tasks
In a finance department, employees can use Power Automate Desktop to automate repetitive data entry tasks, such as inputting invoice details into accounting software, which can significantly reduce errors and save time.
Web Scraping for Market Research
A marketing team can utilize Power Automate Desktop to automate the process of scraping data from competitor websites, gathering information on pricing and product offerings, which can inform their own marketing strategies.
Streamlining Report Generation
In a sales organization, Power Automate Desktop can be used to automate the generation of weekly sales reports by pulling data from various sources and compiling it into a formatted document, improving efficiency and accuracy.
Automating Customer Support Responses
Customer support teams can implement Power Automate Desktop to automate responses to common customer inquiries by integrating with email and chat applications, allowing for quicker response times and improved customer satisfaction.
Managing Software Updates
IT departments can use Power Automate Desktop to automate the process of checking for software updates across multiple workstations, ensuring that all systems are up-to-date without manual intervention.
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.
Desktop Flows
Automated workflows that run on a user's local workstation, allowing for automation of web or desktop applications directly.
OCR (Optical Character Recognition)
A technology that converts different types of documents, such as scanned paper documents, PDF files, or images captured by a digital camera, into editable and searchable data.
Microsoft Store
An online marketplace for Microsoft products and applications, where users can download and install software.
Flow
A sequence of automated actions that are triggered by specific events or conditions within Power Automate.
Canvas
The workspace within Power Automate Desktop where users can design and build their automated flows by dragging and dropping actions.
Predefined Flows
Templates of automated workflows that are ready to use, allowing users to quickly implement common automation scenarios without starting from scratch.
Community Forum
An online platform where users can ask questions, share knowledge, and discuss topics related to Power Automate and its functionalities.