Flow / Power Automate - Add Conditional “IF” Actions in Power Automate Tutorial

Discover how to add conditional 'if' actions in Power Automate to automate the acceptance of meeting invitations with specific keywords. Learn to create automated flows, manage conditions, and set up actions based on conditions. See how to respond to invitations, simulate invitations, and ensure proper handling of configured conditions. Watch now to streamline your workflow and enhance efficiency!

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Objectifs :

This video aims to teach viewers how to create an automated workflow that accepts meeting invitations based on specific criteria, utilizing conditional logic to manage actions effectively.

Chapitres :

  1. Introduction to Automated Workflows
    In complex workflows, it is often necessary to generate different actions based on various criteria. This video focuses on automating the acceptance of meeting invitations that contain a specific keyword from an organizer.
  2. Understanding Conditional Logic
    The example presented illustrates the principle of the 'if' condition, which allows for testing a set of conditions and chaining actions. If the condition is met, specific actions will be executed; otherwise, alternative actions will be taken.
  3. Creating the Automated Flow
    To create the automated flow, you will name it and use the action related to creating an event in Outlook. In the properties, ensure to monitor your calendar and set the frequency for checking new events to one minute, allowing the flow to run almost immediately after receiving an invitation.
  4. Managing Conditions
    All conditional actions are grouped under 'Control'. The basic condition, labeled 'Condition', allows you to insert a double condition. The first condition is based on a specific organizer, which can be selected from dynamic content by clicking the 'See More' button. Enter the email address of the organizer for this flow.
  5. Defining Multiple Conditions
    Add a second condition of the 'and' type, indicating that all listed conditions must be met. This second constraint is based on the subject of the invitation, which must contain the word 'training'.
  6. Configuring Actions Based on Conditions
    Focus on the actions associated with the results of the conditions. Start with the 'Condition Met' part by selecting the action to respond to the invitation. In the properties, identify the item via its ID and associate the action of accepting the invitation while disabling the automatic email sent to the organizer.
  7. Handling Non-Matching Conditions
    In cases where the conditions are not met, add an action to respond with a tentative acceptance, this time leaving the email sending active. Save and test your flow.
  8. Testing the Flow
    To test the flow, access the account associated with the condition and simulate two invitations in the recipient's account where the flow was created. The meetings will appear in your calendar with a pending acceptance status for the first one, and after a few moments, an acceptance status for the invitation meeting that met both criteria.
  9. Conclusion
    Your flow is now functional and correctly handles the configured conditions. The organizer will receive an email only for the pending meeting, confirming that the automation works as intended.

FAQ :

What is a workflow in automation?

A workflow in automation refers to a series of tasks or processes that are executed automatically based on predefined rules and conditions.

How do I create an automated flow in Outlook?

To create an automated flow in Outlook, you need to define the conditions that trigger the flow, specify the actions to be taken, and set the frequency for checking new events.

What does the 'if condition' do in an automated flow?

The 'if condition' allows you to test specific criteria and execute different actions based on whether those criteria are met or not.

What is the purpose of setting a frequency for checking new events?

Setting a frequency for checking new events ensures that the automated flow runs at regular intervals, allowing for timely responses to incoming invitations.

What happens if the conditions in my flow are not met?

If the conditions in your flow are not met, the flow will execute alternative actions, such as sending a tentative acceptance response instead of accepting the invitation.

Quelques cas d'usages :

Automating Meeting Responses

In a corporate environment, an employee can set up an automated flow to accept meeting invitations that contain specific keywords, such as 'training'. This ensures that important meetings are automatically acknowledged, improving response times and reducing manual effort.

Managing Calendar Events

A project manager can use automated flows to monitor their calendar for invitations from key stakeholders. By setting conditions based on the organizer's email and meeting subject, they can streamline their scheduling process and ensure they never miss critical meetings.

Improving Team Collaboration

A team leader can implement an automated flow that responds to meeting invitations based on team members' availability. This helps in coordinating schedules effectively and enhances overall team collaboration.

Glossaire :

workflow

A sequence of processes through which a piece of work passes from initiation to completion.

automate

To use technology to perform tasks without human intervention.

if condition

A logical statement that executes certain actions based on whether a specified condition is true or false.

event in Outlook

A scheduled meeting or appointment created in Microsoft Outlook's calendar.

dynamic content

Content that changes based on user interactions or other variables, often used in automated workflows.

tentative acceptance

A response to a meeting invitation indicating that the recipient may attend but is not yet certain.

condition met

A scenario where the specified criteria in a conditional statement are satisfied.

parameterize

To define parameters or variables that can be adjusted to customize the behavior of a process.

résultat(s)
00:00:04
you will often need to generate different actions based on various criteria.
00:00:08
Let's focus here on a flow that will automate the acceptance
00:00:11
of a meeting invitation containing a specific keyword from an organizer.
00:00:16
The example used in this flow is simple
00:00:19
but well illustrates the principle of the if condition
00:00:22
which allows testing a set of conditions and chaining actions.
00:00:26
If the condition is met as well as other actions, otherwise
00:00:31
you will create an automated flow which you will name
00:00:35
using the action related to creating an event in outlook
00:00:44
in the properties indicate monitoring your calendar
00:00:47
and set the frequency of checking for new
00:00:49
events to one minute so that the flow
00:00:51
runs almost immediately after receiving the invitation.
00:00:56
Now let's focus on managing your condition.
00:00:59
All conditional actions are grouped under control. The basic condition.
00:01:04
If in this case is labeled condition,
00:01:07
you will discover in other tutorials. Some other types of conditions.
00:01:12
Once the condition is inserted,
00:01:14
you will see two branches allowing you to perform distinct actions according to
00:01:18
the result of the condition that you will parameterize in the property pane.
00:01:23
You will define a double condition.
00:01:25
The first based on a specific organizer.
00:01:28
This dynamic content associated with the previous action
00:01:31
is available by clicking on the see more button.
00:01:40
Enter the email address of the organizer concerned by this flow,
00:01:44
then add a second condition of the and type
00:01:47
indicating that all listed conditions must be met.
00:01:51
This second constraint is based on the
00:01:52
subject which must contain the word training.
00:01:57
Now focus on the actions associated with the results.
00:02:00
Start with the condition met part by
00:02:02
selecting the action to respond to the invitation
00:02:09
in the properties, identify the item via its id
00:02:14
and associate the action of accepting the invitation
00:02:17
while disabling the automatic email sent to the organizer
00:02:23
in the case where the conditions are not met.
00:02:25
Add again the action to respond by defining a tentative acceptance as the response
00:02:30
this time leaving the email sending active
00:02:34
save and test your flow.
00:02:36
Having access to the account associated
00:02:38
with the condition simulate two invitations
00:02:41
in the recipient's account where you created your flow.
00:02:44
The meetings appear well in your calendar with
00:02:46
a pending acceptance status for the first one
00:02:49
and after a few moments,
00:02:50
an acceptance status for the invitation meeting both criteria.
00:02:54
Your flow is functional and correctly handles the configured condition.
00:03:00
The organizer for their part receives an email only for the pending meeting.
00:03:04
That is perfect.

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résultat(s)
00:00:03
Em fluxos de trabalho mais complexos,
00:00:04
muitas vezes terá de gerar ações diferentes com base em vários critérios.
00:00:08
Vamos focar-nos aqui num fluxo que irá automatizar a aceitação
00:00:11
de um convite de reunião contendo uma palavra-chave específica de um organizador.
00:00:16
O exemplo utilizado neste fluxo é simples
00:00:19
mas ilustra bem o princípio da condição if
00:00:22
que permite testar um conjunto de condições e ações de encadeamento.
00:00:26
Se a condição for cumprida, bem como outras ações, caso contrário
00:00:31
irá criar um fluxo automático que irá nomear
00:00:35
utilizando a ação relacionada com a criação de um evento no outlook
00:00:44
nas propriedades indicar monitorizar o seu calendário
00:00:47
e definir a frequência de verificação de novos
00:00:49
eventos a um minuto para que o fluxo
00:00:51
corre quase imediatamente após receber o convite.
00:00:56
Agora vamos concentrar-nos em gerir a sua condição.
00:00:59
Todas as acções condicionais estão agrupadas sob controlo. A condição básica.
00:01:04
Se, neste caso, estiver rotulado como condição,
00:01:07
irá descobrir noutros tutoriais. Alguns outros tipos de condições.
00:01:12
Uma vez inserida a condição,
00:01:14
verá dois ramos que lhe permitem realizar ações distintas de acordo com
00:01:18
o resultado da condição que irá parametrizar no painel de propriedades.
00:01:23
Vai definir uma condição dupla.
00:01:25
O primeiro com base num organizador específico.
00:01:28
Este conteúdo dinâmico associado à ação anterior
00:01:31
está disponível clicando no botão ver mais.
00:01:40
Introduza o endereço de correio electrónico do organizador envolvido por este fluxo,
00:01:44
em seguida, adicione uma segunda condição do e digite
00:01:47
indicando que todas as condições enumeradas devem ser preenchidas.
00:01:51
Esta segunda restrição baseia-se na
00:01:52
disciplina que deve conter a palavra formação.
00:01:57
Agora concentre-se nas ações associadas aos resultados.
00:02:00
Comece com a condição atendida parte por
00:02:02
selecionar a ação para responder ao convite
00:02:09
nas propriedades, identifique o item através do seu id
00:02:14
e associar a ação de aceitar o convite
00:02:17
ao desativar o e-mail automático enviado ao organizador
00:02:23
no caso de as condições não estarem preenchidas.
00:02:25
Adicione novamente a ação para responder definindo uma aceitação provisória como a resposta
00:02:30
desta vez deixando o envio de correio electrónico activo
00:02:34
salve e teste o seu fluxo.
00:02:36
Ter acesso à conta associada
00:02:38
com a condição simular dois convites
00:02:41
na conta do destinatário onde criou o fluxo.
00:02:44
As reuniões aparecem bem no seu calendário com
00:02:46
um estatuto de aceitação pendente para o primeiro
00:02:49
e depois de alguns instantes,
00:02:50
um estado de aceitação para o convite que satisfaz ambos os critérios.
00:02:54
O seu fluxo está funcional e lida corretamente com a condição configurada.
00:03:00
O organizador, por sua vez, recebe um e-mail apenas para a reunião pendente.
00:03:04
Isso é perfeito.

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