Flow / Power Automate - Create a Flow Based on a Template with Power Automate Tutorial

Discover how to create a powerful flow based on a template with Power Automate. Explore themed templates and learn to save Outlook attachments directly to OneDrive. See the unique features for Microsoft 365 professional environment and customize conditions to match specific senders. Test, manage, and optimize your flow with ease. Dive into the world of Power Automate and unleash your workflow potential!

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Objectifs :

This tutorial aims to teach you how to create a flow using a template in Power Automate, specifically focusing on saving Outlook attachments directly to OneDrive for Business. You will learn to customize the flow based on specific conditions and manage its execution effectively.

Chapitres :

  1. Introduction to Power Automate Templates
    In this tutorial, you will learn how to create a flow based on a template using Power Automate. These templates are categorized by theme, making it easier to find the right one for your needs.
  2. Creating a OneDrive Flow
    We will create a flow that saves Outlook attachments directly into a specific folder in OneDrive for Business. This flow is designed for a Microsoft 365 professional environment, which includes Office 365 Outlook and OneDrive for Business.
  3. Configuring the Flow
    When the flow loads, it is preconfigured, and you will only need to edit the blocks to adjust them according to your needs. You can choose to monitor a specific folder in your inbox or leave it set to the standard inbox, allowing the flow to process any incoming email.
  4. Setting Conditions for Email Processing
    Edit the condition to specify a particular sender. The flow will only execute if the sender of the received email matches the one you have specified. Define that when this sender sends an email with an attachment, the attachment will be saved in a designated folder in your OneDrive for Business environment.
  5. Handling Different Senders
    If the condition is not met (i.e., if another sender sends you an email), you can specify a different action and storage location for those emails.
  6. Testing the Flow
    Once you have finished configuring the flow, save it and test it. Send an email with another account to the mailbox that the flow processes. The flow will trigger its execution upon receiving the email, which may take varying amounts of time depending on the flow type.
  7. Monitoring Flow Execution
    Wait for the execution confirmation of the flow, whether positive or negative. If the flow execution fails, modify the flow and check it. If it succeeds, you should see the file in the attachment folder of your OneDrive for Business environment.
  8. Managing Your Flow
    You have the option to rename the flow or disable it without deleting it permanently. The contextual menu associated with the flow allows you to save a copy to share with colleagues and access the execution history to check the success or failure of the flow.
  9. Conclusion
    In this tutorial, we have seen how to get started with Power Automate using simple flows related to existing templates. Future tutorials will cover creating simple flows with AI Copilot or automated and instant flows from scratch.

FAQ :

What is Power Automate used for?

Power Automate is used to create automated workflows that connect various applications and services, allowing users to automate repetitive tasks, synchronize data, and improve productivity.

How do I create a flow in Power Automate?

To create a flow in Power Automate, you can start by selecting a template that fits your needs, then customize it by editing the blocks to define triggers and actions according to your requirements.

Can I limit a flow to a specific folder in my inbox?

Yes, you can configure your flow to monitor a specific folder in your inbox, allowing it to process emails only from that designated location.

What should I do if my flow execution fails?

If your flow execution fails, you should modify the flow to troubleshoot the issue and check the execution details to identify the cause of the failure.

How can I share my flow with colleagues?

You can share your flow with colleagues by saving a copy of it and sending it to them, allowing them to use or modify the flow as needed.

What is the difference between OneDrive and OneDrive for Business?

OneDrive is a personal cloud storage service, while OneDrive for Business is designed for professional use, offering additional features for collaboration and security within organizations.

Quelques cas d'usages :

Automating Email Attachments Storage

In a corporate environment, a marketing team can use Power Automate to automatically save email attachments from specific clients directly into designated folders in OneDrive for Business, streamlining document management and ensuring important files are organized.

Monitoring Project Updates

A project manager can set up a flow to monitor a specific folder in their Outlook inbox for emails from team members. When an email arrives, the flow can automatically log the update in a project management tool, ensuring all updates are tracked efficiently.

Client Communication Management

A customer service representative can create a flow that triggers when an email from a specific client is received. The flow can automatically create a task in a task management system, ensuring timely follow-up and improved customer satisfaction.

Automated Reporting

A finance team can utilize Power Automate to generate monthly reports by automatically collecting data from various sources and emailing the report to stakeholders, saving time and reducing manual errors.

Event Registration Confirmation

An event coordinator can set up a flow that sends confirmation emails to participants when they register for an event via an online form, ensuring timely communication and enhancing the participant experience.

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.

Flow

An automated workflow created in Power Automate that connects different applications and services to perform specific tasks based on defined triggers and actions.

Template

A pre-configured flow in Power Automate that serves as a starting point for creating automated workflows, categorized by themes for easier navigation.

OneDrive for Business

A cloud storage service provided by Microsoft that allows users to store, share, and collaborate on files securely within a professional environment.

Outlook

A personal information manager from Microsoft that includes email, calendar, task manager, contact manager, note-taking, and web browsing.

Condition

A logical statement in a flow that determines whether certain actions should be executed based on specified criteria, such as the sender of an email.

Execution Confirmation

A notification indicating whether a flow has successfully completed its tasks or if it has encountered an error during execution.

résultat(s)
00:00:04
you will learn how to create a flow based on a template with power automate
00:00:09
these templates are categorized by theme
00:00:12
here.
00:00:13
We will create a onedrive flow to save
00:00:15
outlook attachments directly into a specific folder.
00:00:21
Note that some flows are associated with professional environments.
00:00:25
While others are intended for personal environments,
00:00:29
we will choose to generate a flow from our Microsoft 365 professional environment.
00:00:35
You will notice the difference here as the flow
00:00:37
offers office 365 outlook and onedrive for business.
00:00:41
Both of which belong to the professional environment.
00:00:46
When the flow loads,
00:00:47
it is already preconfigured and you will only need to
00:00:50
edit the blocks to adjust them according to your needs.
00:00:55
If you wish, you can limit the flow to monitoring a specific folder in your inbox
00:01:00
here, we will leave the standard inbox so that as soon as an email arrives,
00:01:04
it will be processed by the flow.
00:01:07
Next, edit the condition by specifying a particular sender.
00:01:11
This means that the conditions embedded in this flow will only execute if the sender
00:01:16
of the received email matches the one you
00:01:19
have specified in your power automate flow.
00:01:22
Define that when this sender sends you an email with an attachment,
00:01:25
the attachment will be saved in a specific
00:01:28
folder in your onedrive for business environment.
00:01:31
If the condition is not met, that is if another sender sends you an email,
00:01:35
you can specify a different action and a different storage location.
00:01:43
When you think you have finished your manipulations,
00:01:45
you just need to save this flow and test it
00:01:52
to test it.
00:01:53
Send an email with another account to the mailbox that will be processed by the flow.
00:02:00
The email will be received in the inbox and
00:02:02
the flow will continue or trigger its execution.
00:02:05
This may take more or less time depending on
00:02:07
the type of flow generated by power automate.
00:02:10
Wait for the execution confirmation of the flow, whether positive or negative.
00:02:15
If the flow execution fails, modify the flow and check it.
00:02:19
If the execution succeeds,
00:02:20
you should see a file in the
00:02:22
attachment folder of your onedrive for business environment
00:02:28
to manage your flow. Moving forward, you have the option to rename it.
00:02:33
Additionally, you can disable it if you prefer not to delete it permanently.
00:02:39
The contextual menu associated with the flow also allows you to save a copy of this
00:02:43
flow to send it to one of your colleagues as well as access the execution history,
00:02:48
which allows you to check whether the flow execution was successful or failed
00:02:53
by clicking on the executed flow regardless of its status you can
00:02:57
view the execution details which is particularly useful when your flow fails.
00:03:03
We have just seen how to get started with
00:03:05
power automate using simple flows related to existing templates.
00:03:10
In other tutorials,
00:03:11
we will see how to create simple flows with A
00:03:13
I copilot or automated or instant flows from scratch.

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résultat(s)
00:00:02
Neste tutorial,
00:00:04
aprenderá a criar um fluxo baseado num modelo com power automate
00:00:09
estes modelos são categorizados por tema
00:00:12
aqui.
00:00:13
Vamos criar um fluxo onedrive para salvar
00:00:15
anexos do outlook directamente numa pasta específica.
00:00:21
Note-se que alguns fluxos estão associados a ambientes profissionais.
00:00:25
Enquanto outros se destinam a ambientes pessoais,
00:00:29
optaremos por gerar um fluxo a partir do nosso ambiente profissional do Microsoft 365.
00:00:35
Vai notar a diferença aqui como o fluxo
00:00:37
oferece o Office 365 Outlook e o onedrive para empresas.
00:00:41
Ambos pertencem ao ambiente profissional.
00:00:46
Quando o caudal é carregado,
00:00:47
já está pré-configurado e só precisará
00:00:50
edite os blocos para ajustá-los de acordo com as suas necessidades.
00:00:55
Se desejar, pode limitar o fluxo para monitorizar uma pasta específica na sua caixa de entrada
00:01:00
aqui, deixaremos a caixa de entrada padrão para que assim que um e-mail chegue,
00:01:04
será processado pelo fluxo.
00:01:07
Em seguida, edite a condição especificando um remetente específico.
00:01:11
Isto significa que as condições incorporadas neste fluxo só serão executadas se o remetente
00:01:16
se o e-mail recebido corresponder ao que você
00:01:19
especificaram no seu fluxo automático de energia.
00:01:22
Defina que quando este remetente lhe enviar um e-mail com um anexo,
00:01:25
o anexo será guardado num determinado
00:01:28
pasta no seu onedrive para ambiente empresarial.
00:01:31
Se a condição não for cumprida, ou seja, se outro remetente lhe enviar um e-mail,
00:01:35
pode especificar uma acção diferente e um local de armazenamento diferente.
00:01:43
Quando pensas que terminaste as tuas manipulações,
00:01:45
só precisa de salvar este fluxo e testá-lo
00:01:52
para testá-lo.
00:01:53
Envie um e-mail com outra conta para a caixa de correio que será processada pelo fluxo.
00:02:00
O e-mail será recebido na caixa de entrada e
00:02:02
o fluxo continuará ou desencadeará a sua execução.
00:02:05
Isto pode demorar mais ou menos tempo dependendo
00:02:07
o tipo de fluxo gerado pelo power automate.
00:02:10
Aguarde a confirmação da execução do fluxo, seja positivo ou negativo.
00:02:15
Se a execução do fluxo falhar, modifique o fluxo e verifique-o.
00:02:19
Se a execução for bem sucedida,
00:02:20
deverá ver um ficheiro no
00:02:22
pasta de anexos do seu onedrive para ambiente empresarial
00:02:28
para gerir o seu fluxo. Seguindo em frente, tem a opção de renomeá-lo.
00:02:33
Além disso, pode desativá-lo se preferir não eliminá-lo permanentemente.
00:02:39
O menu contextual associado ao fluxo também permite guardar uma cópia deste
00:02:43
fluxo para enviá-lo a um dos seus colegas bem como aceder ao histórico de execução,
00:02:48
que permite verificar se a execução do fluxo foi bem-sucedida ou falhou
00:02:53
clicando no fluxo executado independentemente do seu estado, pode
00:02:57
ver os detalhes da execução, o que é particularmente útil quando o seu fluxo falha.
00:03:03
Acabamos de ver como começar com
00:03:05
poder automatizar utilizando fluxos simples relacionados com modelos existentes.
00:03:10
Noutros tutoriais,
00:03:11
veremos como criar fluxos simples com A
00:03:13
Copiloto ou fluxos automatizados ou instantâneos a partir do zero.

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