Flow / Power Automate - Discover the Power Automate Home Interface Tutorial

Discover the Power Automate home interface - a powerful tool with essential features for creating flows. Navigate through templates, access AI copilot, and explore learning modules. Unlock the world of automation with the standard version, and delve deeper into each aspect in the next tutorials!

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Objectifs :

This tutorial aims to familiarize users with the Power Automate home interface, highlighting its essential features and functionalities to enhance their automation skills.


Chapitres :

  1. Introduction to Power Automate
    Welcome to this tutorial where we will explore the Power Automate home interface together. This powerful tool may seem intimidating at first, but don’t worry; we will go through the essential features available to help you get familiar with the Power Automate environment.
  2. Navigating the Home Page
    When you open Power Automate, you land on the home page, which features a navigation bar on the left. This navigation bar allows you to access various features of the application.
  3. Creating Flows
    The 'Create' button, for example, enables you to create your flow in three ways: from scratch, from a template, or from a connector. Additionally, you can create a flow by expressing a need conversationally via the integrated AI tool, Copilot. All specifics related to the different types of flows are covered in dedicated tutorials.
  4. Utilizing Flow Templates
    Flow templates are an excellent starting point to understand what you can do with Power Automate and to quickly start automating your tasks. That’s why the templates have a dedicated page in the left menu. There are many templates grouped by themes, accessible via keywords in the search bar or by publication date.
  5. AI Copilot Features
    The input field at the top of the home page relies on AI Copilot to suggest flows based on your request. Be careful not to confuse this flow description field with the AI models section available on the left. This section offers more specific flows using AI, such as analyzing document content, translating media, extracting content, or automatically classifying items.
  6. Learning Resources
    Still in the center of the home page, Microsoft offers learning modules and paths at the bottom of the page. You will find access to pricing options, technical documentation, and a community forum among other resources, grouped in the training menu available on the left.
  7. Managing Flows
    Returning to the left menu, you can access your created flows and group your cloud flows, desktop flows, and shared flows. The approvals menu allows you to view approval requests received or sent, which will be covered in a dedicated chapter in our course.
  8. Live Assistance
    A chatbot is accessible at the bottom of the left-hand menu for live assistance. These are the essentials to understand the Power Automate homepage interface.
  9. Licensing Information
    Please note that flow templates may require an upgrade to your license with a corresponding expense. We will stick to the standard version of Power Automate, which already allows us to explore the world of automation.
  10. Next Steps
    In the next tutorials, we will delve deeper into each aspect to help you become an automation expert.

FAQ :

What is Power Automate?

Power Automate is a cloud-based service that enables users to create automated workflows between different applications and services, allowing for task automation and data synchronization.

How do I create a flow in Power Automate?

You can create a flow in Power Automate by using the 'Create' button, which allows you to start from scratch, use a template, or connect to a service. Additionally, you can express your needs conversationally using the AI Copilot.

What are flow templates?

Flow templates are pre-designed workflows that help users quickly start automating tasks. They are categorized by themes and can be accessed through the templates page in the left menu.

What is the purpose of the navigation bar in Power Automate?

The navigation bar on the left side of the Power Automate interface provides access to various features, including creating flows, managing approvals, and accessing learning resources.

Can I get live assistance while using Power Automate?

Yes, there is a chatbot available at the bottom of the left-hand menu that provides live assistance for users navigating Power Automate.

What resources are available for learning Power Automate?

Power Automate offers learning modules, technical documentation, and access to a community forum to help users learn and troubleshoot the platform.


Quelques cas d'usages :

Automating Data Entry

A marketing team can use Power Automate to automate the process of entering data from online forms into their CRM system, reducing manual entry errors and saving time.

Approval Workflows

A project manager can set up an approval flow in Power Automate to streamline the process of getting project proposals approved by stakeholders, ensuring timely feedback and decision-making.

Email Notifications

An HR department can create a flow that sends automatic email notifications to employees when new policies are published, ensuring everyone stays informed without manual effort.

Document Management

A legal team can utilize Power Automate to automatically classify and store documents in the appropriate folders based on their content, improving organization and retrieval efficiency.

Social Media Monitoring

A social media manager can set up a flow to monitor mentions of their brand across various platforms and receive notifications in real-time, allowing for prompt engagement with customers.


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

A flow is an automated workflow that connects different applications and services to perform tasks automatically based on triggers and actions.

AI Copilot

An integrated AI tool within Power Automate that assists users in creating flows by suggesting actions based on user input.

Flow Templates

Pre-built workflows that users can utilize as starting points to automate tasks without having to create flows from scratch.

Navigation Bar

A menu located on the left side of the Power Automate interface that provides access to various features and functionalities of the application.

Approvals Menu

A section within Power Automate that allows users to view and manage approval requests that have been sent or received.

Learning Modules

Educational resources provided by Microsoft within Power Automate to help users learn how to use the platform effectively.

Technical Documentation

Detailed guides and manuals that provide information on how to use Power Automate, including features, functionalities, and troubleshooting.

Community Forum

An online platform where users can ask questions, share experiences, and seek help from other Power Automate users.

00:00:04
explore the power automate home interface together.
00:00:07
This powerful tool may seem intimidating. At first,
00:00:11
don't worry,
00:00:12
we will go through the essential features available to
00:00:14
help you get familiar with the power automate environment.
00:00:18
When you open power automate you land on the
00:00:20
home page with a navigation bar on the left,
00:00:23
this navigation bar will allow you to
00:00:25
access the various features of the application.
00:00:28
The create button for example,
00:00:30
will allow you to create your flow in three ways
00:00:33
from scratch from a template or from a connector.
00:00:37
You can also create a flow by expressing a
00:00:39
need conversationally via the integrated A I tool.
00:00:43
Copilot.
00:00:44
All specifics related to the different types
00:00:47
of flows are covered in dedicated tutorials.
00:00:50
Flow templates are an excellent starting point to understand what you can
00:00:54
do with power automate and to quickly start automating your tasks.
00:00:58
That's why the templates have a dedicated page in the left menu.
00:01:02
There are many templates grouped by themes accessible via
00:01:05
keywords in the search bar or by publication date.
00:01:13
The input field at the top of the home page relies
00:01:15
on A I copilot to suggest flows based on your request.
00:01:19
Be careful not to confuse this flow description field with
00:01:22
the A I models section available on the left.
00:01:25
This section will offer more specific flows using A I for example to
00:01:30
analyze document content media to translate
00:01:33
extract content or automatically classify items.
00:01:38
Still in the center of the home page,
00:01:40
Microsoft offers learning modules and paths at the bottom of the page.
00:01:44
You will find access to pricing options,
00:01:47
technical documentation
00:01:49
and a community forum among other resources.
00:01:52
Note that all Microsoft resources on the subject are also
00:01:55
grouped in the training menu available on the left.
00:02:01
Let's return to the left menu which allows you to
00:02:03
access your created flows and group your cloud flows,
00:02:06
desktop flows and shared flows.
00:02:10
The approvals menu allows you to view approval requests received or sent.
00:02:14
This part will be covered in a dedicated chapter in our course.
00:02:19
A chatbot is accessible at the bottom of the left hand menu for live assistance.
00:02:24
These are the essentials to understand the power automate homepage interface.
00:02:28
Note that some elements of this menu such as access to A I generated
00:02:32
flow templates will require an upgrade to
00:02:34
your license with a corresponding expense.
00:02:37
We will stick to the standard version of power automate
00:02:40
which already allows us to explore the world of automation.
00:02:43
In the next tutorials,
00:02:45
we will delve deeper into each aspect to help you become an automation expert.

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00:00:03
Bem-vindo a este tutorial onde iremos
00:00:04
explore a interface doméstica do power automatize em conjunto.
00:00:07
Esta poderosa ferramenta pode parecer intimidante. No início,
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não te preocupes,
00:00:12
iremos percorrer as funcionalidades essenciais disponíveis para
00:00:14
ajudam-no a familiarizar-se com o ambiente Power Automate.
00:00:18
Quando abre a automação de energia, aterrissa no
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página inicial com uma barra de navegação à esquerda,
00:00:23
esta barra de navegação permitir-lhe-á
00:00:25
aceder às várias funcionalidades da aplicação.
00:00:28
O botão criar, por exemplo,
00:00:30
permitir-lhe-á criar o seu fluxo de três maneiras
00:00:33
do zero a partir de um modelo ou de um conector.
00:00:37
Também é possível criar um fluxo expressando um
00:00:39
precisam de conversação através da ferramenta integrada A I.
00:00:43
Copiloto.
00:00:44
Todas as especificidades relacionadas com os diferentes tipos
00:00:47
Os fluxos são abordados em tutoriais dedicados.
00:00:50
Os modelos de fluxo são um excelente ponto de partida para perceber o que pode
00:00:54
faça com o power automatize e comece rapidamente a automatizar as suas tarefas.
00:00:58
É por isso que os modelos têm uma página dedicada no menu à esquerda.
00:01:02
Existem muitos modelos agrupados por temas acessíveis via
00:01:05
palavras-chave na barra de pesquisa ou por data de publicação.
00:01:13
O campo de entrada na parte superior da página inicial depende
00:01:15
em co-piloto A I para sugerir fluxos com base no seu pedido.
00:01:19
Tenha cuidado para não confundir este campo de descrição de fluxo com
00:01:22
a secção Modelos A I disponível à esquerda.
00:01:25
Esta secção oferecerá fluxos mais específicos usando A I, por exemplo, para
00:01:30
analisar suportes de conteúdos de documentos para traduzir
00:01:33
extrair conteúdo ou classificar itens automaticamente.
00:01:38
Ainda no centro da home page,
00:01:40
A Microsoft oferece módulos de aprendizagem e caminhos na parte inferior da página.
00:01:44
Encontrará acesso a opções de preços,
00:01:47
documentação técnica
00:01:49
e um fórum comunitário entre outros recursos.
00:01:52
Note que todos os recursos da Microsoft sobre o assunto também são
00:01:55
agrupados no menu de treino disponível à esquerda.
00:02:01
Voltemos ao menu à esquerda que lhe permite
00:02:03
aceder aos fluxos criados e agrupar os seus fluxos na nuvem,
00:02:06
fluxos de desktop e fluxos partilhados.
00:02:10
O menu aprovações permite visualizar os pedidos de aprovação recebidos ou enviados.
00:02:14
Esta parte será abordado num capítulo dedicado no nosso curso.
00:02:19
Um chatbot está acessível na parte inferior do menu à esquerda para assistência em tempo real.
00:02:24
Estes são os elementos essenciais para compreender a interface do power automate homepage.
00:02:28
Note-se que alguns elementos deste menu como o acesso a A que gerei
00:02:32
os modelos de fluxo exigirão uma actualização para
00:02:34
a sua licença com uma despesa correspondente.
00:02:37
Vamos manter a versão standard do power automate
00:02:40
o que já nos permite explorar o mundo da automação.
00:02:43
Nos próximos tutoriais,
00:02:45
vamos nos aprofundar em cada aspecto para ajudá-lo a se tornar um especialista em automação.

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