Flow / Power Automate - Understand the Specifics and Requirements of Desktop Flows Tutorial

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
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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 :

  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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.
  6. 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.

résultat(s)
00:00:07
They allow you to automate web
00:00:09
or desktop applications directly on your workstation
00:00:12
with an interface and specifics different from
00:00:14
those of power automate for Microsoft 365
00:00:18
you can automate clicks data entry application launches or even OCR analysis
00:00:25
note that some features may require a premium license. In
00:00:28
this tutorial.
00:00:29
We will explore how to access and navigate the desktop flow environment
00:00:35
to begin. You will need to install the desktop application.
00:00:38
The first option is to go through the Microsoft store.
00:00:42
Search for power automate and download the application
00:00:46
alternatively from your M S3 165 account in the power automate web app.
00:00:52
Under the create menu.
00:00:54
You will find a direct download link by clicking the install button at the top right.
00:01:00
Install the application and wait a few minutes. Usually between 1 to 3 minutes,
00:01:06
you will then be prompted to install an extension in your browser.
00:01:09
If you wish to automate web flows and restart your computer
00:01:14
to access power automate,
00:01:15
you can launch the application or initiate
00:01:17
a desktop flow from power automate online
00:01:21
which will open the desktop version and prompt you to name your flow,
00:01:26
you will then access a blank canvas in a
00:01:29
dedicated window in front of the main application window
00:01:32
from there to record actions,
00:01:34
you can drag and drop actions from the left column or trigger an action, recording
00:01:40
the flow can be saved or modified at any time.
00:01:43
It is important to prepare the automation in advance
00:01:46
by clarifying the flow's objective and the steps to include
00:01:51
in the main window of the desktop application,
00:01:53
you will find a home page with an
00:01:55
introductory video and a guided tour of the environment
00:01:58
as well as the option to create a flow via the canvas.
00:02:01
If you are not comfortable consider using predefined flows which are
00:02:06
a good choice for discovering the possibilities of desktop flows,
00:02:09
scrolling down. You will access tutorials links to documentation,
00:02:14
the community forum and the list of new features.
00:02:17
Your flow list will be available under my flows.
00:02:21
The section managing sharing and collaboration is subject to a license,
00:02:25
meaning you are more limited compared to the classic version of power automate.
00:02:30
You will also find a library of
00:02:32
complete and predefined examples categorized by themes.
00:02:35
Perfect for getting started with desktop flows.
00:02:39
You are now ready to begin automating local actions on your user workstation.

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résultat(s)
00:00:03
Poder, automatizar fluxos de desktop, expandir as suas possibilidades de automação.
00:00:07
Permitem-lhe automatizar a web
00:00:09
ou aplicações de desktop directamente na sua estação de trabalho
00:00:12
com uma interface e especificidades diferentes
00:00:14
os do power automatize para o Microsoft 365
00:00:18
pode automatizar cliques, entrada de dados, lançamentos de aplicações ou mesmo análise de OCR
00:00:25
note que algumas funcionalidades podem requerer uma licença premium. Em
00:00:28
este tutorial.
00:00:29
Exploraremos como aceder e navegar no ambiente de fluxo da área de trabalho
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para começar. Terá de instalar a aplicação de ambiente de trabalho.
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A primeira opção é passar pela loja da Microsoft.
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Pesquise o power automate e descarregue a aplicação
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alternativamente a partir da sua conta M S3 165 na aplicação web power automate.
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Sob o menu criar.
00:00:54
Você encontrará um link de download direto clicando no botão de instalação no canto superior direito.
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Instale a aplicação e aguarde alguns minutos. Normalmente entre 1 a 3 minutos,
00:01:06
ser-lhe-á solicitado que instale uma extensão no seu browser.
00:01:09
Se pretender automatizar os fluxos da Web e reiniciar o computador
00:01:14
para aceder ao power automatize,
00:01:15
pode iniciar a aplicação ou iniciar
00:01:17
um fluxo de desktop a partir do power automatize online
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que abrirá a versão desktop e solicitará que você nomeie seu fluxo,
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irá então aceder a uma tela em branco em um
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janela dedicada em frente à janela principal da aplicação
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a partir daí para registar as acções,
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pode arrastar e soltar ações da coluna da esquerda ou acionar uma ação, gravação
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o fluxo pode ser guardado ou modificado a qualquer momento.
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É importante preparar a automação com antecedência
00:01:46
clarificando o objetivo do fluxo e as etapas a incluir
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na janela principal da aplicação desktop,
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encontrará uma página inicial com um
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vídeo introdutório e uma visita guiada ao ambiente
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bem como a opção de criar um fluxo através da tela.
00:02:01
Se não se sentir confortável, considere usar fluxos predefinidos que são
00:02:06
uma boa opção para descobrir as possibilidades de fluxos de desktop,
00:02:09
rolando para baixo. Irá aceder aos tutoriais links para a documentação,
00:02:14
o fórum da comunidade e a lista de novas funcionalidades.
00:02:17
A sua lista de fluxos estará disponível nos meus fluxos.
00:02:21
A secção de gestão da partilha e colaboração está sujeita a uma licença,
00:02:25
o que significa que é mais limitado em comparação com a versão clássica do power automate.
00:02:30
Encontrará também uma biblioteca de
00:02:32
exemplos completos e pré-definidos categorizados por temas.
00:02:35
Perfeito para começar a usar fluxos de desktop.
00:02:39
Agora está pronto para começar a automatizar ações locais na estação de trabalho do utilizador.

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résultat(s)
00:00:03
Potenzia l'automazione dei flussi desktop, espandi le tue possibilità di automazione.
00:00:07
Ti consentono di automatizzare il web
00:00:09
o applicazioni desktop direttamente sulla tua workstation
00:00:12
con un'interfaccia e specifiche diverse da
00:00:14
quelli di power automate per Microsoft 365
00:00:18
puoi automatizzare i clic, l'immissione dei dati, l'avvio delle applicazioni o persino l'analisi OCR
00:00:25
tieni presente che alcune funzionalità potrebbero richiedere una licenza premium. In
00:00:28
questo tutorial.
00:00:29
Esploreremo come accedere e navigare nell'ambiente desktop flow
00:00:35
per iniziare. Dovrai installare l'applicazione desktop.
00:00:38
La prima opzione è accedere al Microsoft Store.
00:00:42
Cerca power automate e scarica l'applicazione
00:00:46
in alternativa dal tuo account M S3 165 nell'app web power automate.
00:00:52
Nel menu di creazione.
00:00:54
Troverai un link per il download diretto facendo clic sul pulsante di installazione in alto a destra.
00:01:00
Installa l'applicazione e attendi qualche minuto. Di solito tra 1 e 3 minuti,
00:01:06
ti verrà quindi richiesto di installare un'estensione nel tuo browser.
00:01:09
Se desideri automatizzare i flussi web e riavviare il computer
00:01:14
per accedere a power automate,
00:01:15
è possibile avviare l'applicazione o avviare
00:01:17
un flusso desktop da Power Automate online
00:01:21
che aprirà la versione desktop e ti chiederà di assegnare un nome al flusso,
00:01:26
accederai quindi a una tela bianca in un
00:01:29
finestra dedicata davanti alla finestra principale dell'applicazione
00:01:32
da lì per registrare le azioni,
00:01:34
puoi trascinare e rilasciare le azioni dalla colonna di sinistra o attivare un'azione, registrando
00:01:40
il flusso può essere salvato o modificato in qualsiasi momento.
00:01:43
È importante preparare l'automazione in anticipo
00:01:46
chiarendo l'obiettivo del flusso e i passaggi da includere
00:01:51
nella finestra principale dell'applicazione desktop,
00:01:53
troverai una home page con
00:01:55
video introduttivo e una visita guidata all'ambiente
00:01:58
oltre alla possibilità di creare un flusso tramite la tela.
00:02:01
Se non ti senti a tuo agio, considera l'utilizzo di flussi predefiniti che sono
00:02:06
una buona scelta per scoprire le possibilità offerte dai flussi desktop,
00:02:09
scorrendo verso il basso. Accederai ai tutorial, ai link alla documentazione,
00:02:14
il forum della community e l'elenco delle nuove funzionalità.
00:02:17
L'elenco dei flussi sarà disponibile nella sezione I miei flussi.
00:02:21
La sezione che gestisce la condivisione e la collaborazione è soggetta a una licenza,
00:02:25
il che significa che sei più limitato rispetto alla versione classica di power automate.
00:02:30
Troverai anche una libreria di
00:02:32
esempi completi e predefiniti suddivisi per temi.
00:02:35
Perfetto per iniziare con i flussi desktop.
00:02:39
Ora sei pronto per iniziare ad automatizzare le azioni locali sulla tua workstation utente.

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