Flow / Power Automate - Understand the Steps to Create a Power Automate Flow Tutorial

Discover the steps to create a power automate flow and unlock the potential of automating repetitive tasks between applications and services. Learn how to define triggers and sequence actions in a no code or low code environment. Explore the various types of triggers and flows in this informative tutorial.

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Objectifs :

This video aims to provide a comprehensive understanding of Power Automate, focusing on the definition of flows, their components, and the importance of triggers in automating tasks across different applications and services.

Chapitres :

  1. Introduction to Power Automate Flows
    Before using Power Automate, it is crucial to clearly define what flows are, their purposes, and their components. A Power Automate flow is essentially a sequence of automated actions triggered by a specific event or condition.
  2. Understanding Flows
    For example, you can create a flow that sends an email to your team whenever a new file is added to a shared folder. Power Automate allows you to automate repetitive tasks between different applications and services. A flow consists of a series of actions that execute in sequence, and the number of actions can vary based on the level of automation required.
  3. Integration of Coded Language
    For more complex actions, it is possible to integrate coded languages such as Power FX, JSON, HTML, and SQL. However, Power Automate is designed to help you automate and chain actions quickly without the need for programming, creating a no-code or low-code environment.
  4. Defining Triggers
    In addition to the actions discussed, it is essential to first define a trigger. A trigger is a specific action that initiates all the actions in the flow. Examples of triggers include receiving an email or dropping a file in a shared space.
  5. Comparing Flows to Alarm Systems
    You can compare a flow to an alarm system. When a sensor detects an intrusion, a siren goes off, a notification is sent to the owner, and the authorities are contacted. This analogy illustrates the distinction between the trigger and the actions generated.
  6. Conclusion
    In conclusion, we can summarize that a flow is defined by the equation: trigger plus actions equals flow. There are several types of triggers and flows, which will be covered in a specific tutorial titled 'Getting Familiar with Different Types of Flows.'

FAQ :

What is Power Automate used for?

Power Automate is used to automate repetitive tasks between different applications and services, allowing users to create workflows that can send notifications, synchronize files, and collect data without manual intervention.

How do I create a flow in Power Automate?

To create a flow in Power Automate, you need to define a trigger that will start the flow, followed by a series of actions that will be executed in response to that trigger. You can use the Power Automate interface to select triggers and actions from various applications.

What are some examples of triggers in Power Automate?

Examples of triggers in Power Automate include receiving an email, adding a file to a shared folder, or a specific time of day. Each trigger initiates the flow and executes the defined actions.

Can I use programming languages in Power Automate?

Yes, Power Automate allows for the integration of coded languages such as Power FX, JSON, HTML, and SQL for more complex actions within your flows.

What is the difference between a trigger and an action?

A trigger is the event that starts the flow, while actions are the tasks that are performed as a result of that trigger. For example, receiving an email can be a trigger, and sending a notification can be an action.

Quelques cas d'usages :

Automating Email Notifications

A marketing team can use Power Automate to create a flow that sends an email notification to team members whenever a new lead is added to their CRM system. This ensures that the team is promptly informed and can act quickly on new opportunities.

File Management in Shared Folders

An IT department can set up a flow that automatically organizes files in a shared folder. For instance, when a new file is added, the flow can move it to a specific subfolder based on its type, improving file management and accessibility.

Data Collection from Forms

A project manager can automate the collection of responses from an online form. When a user submits the form, a flow can be triggered to compile the data into a spreadsheet, streamlining the data collection process.

Social Media Monitoring

A social media manager can create a flow that monitors mentions of their brand on social media platforms. When a mention is detected, the flow can send an alert to the manager, allowing for timely engagement with customers.

Automating Report Generation

A finance team can automate the generation of monthly reports. By setting a trigger for the end of each month, the flow can compile data from various sources and generate a report, saving time and reducing manual errors.

Glossaire :

Power Automate

A cloud-based service that allows users to create automated workflows between different applications and services to synchronize files, get notifications, collect data, and more.

Flow

A sequence of automated actions triggered by an event or condition, designed to perform tasks automatically without user intervention.

Trigger

A specific action that initiates the execution of a flow, such as receiving an email or adding a file to a shared folder.

Actions

The individual tasks that are executed in a flow once the trigger condition is met, which can include sending emails, updating databases, etc.

No code/Low code environment

A development environment that allows users to create applications and workflows with minimal or no programming knowledge required.

Power FX

A low-code programming language used in Power Apps and Power Automate to create custom logic and expressions.

JSON

JavaScript Object Notation, a lightweight data interchange format that is easy for humans to read and write and easy for machines to parse and generate.

SQL

Structured Query Language, a standard programming language used to manage and manipulate relational databases.

résultat(s)
00:00:04
It is important to clearly define what flows are what they are used for.
00:00:09
And most importantly, what they are made of
00:00:13
a power automate flow is a sequence of
00:00:15
automated actions triggered by an event or condition.
00:00:19
For example,
00:00:20
you can create a flow that sends an email to your
00:00:22
team whenever a new file is added to a shared folder.
00:00:27
Power automate allows you to automate repetitive
00:00:30
tasks between different applications and services.
00:00:34
A flow consists of a series of actions that execute in sequence.
00:00:38
These actions can be numerous depending on the level of automation you need
00:00:42
for more complex actions.
00:00:44
It is possible to integrate coded language that is programming power FX
00:00:49
JSON html SQL, et cetera.
00:00:52
Don't worry.
00:00:53
Power automate aims to help you automate
00:00:55
and chain actions quickly without programming.
00:00:58
This is called a no code or low code environment.
00:01:04
In addition to the actions we just discussed,
00:01:07
it is important to first define a trigger.
00:01:09
This is a specific action that triggers all the actions in the flow.
00:01:13
The trigger can be, for example,
00:01:15
receiving an email or dropping a file in a shared space.
00:01:19
You can compare a flow to an alarm system.
00:01:22
When a sensor detects an intrusion, a siren goes off,
00:01:25
a notification is sent to the owner and the authorities are contacted.
00:01:30
This example is schematic
00:01:32
but well represents the distinction between
00:01:34
the trigger and the actions generated.
00:01:36
Subsequently.
00:01:37
We can therefore conclude by saying that trigger plus actions equal sign flow.
00:01:42
Of course,
00:01:42
there are several types of triggers and flows that we cover in
00:01:45
a specific tutorial titled getting familiar with different types of flows.

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résultat(s)
00:00:02
Antes de utilizar o power automatize.
00:00:04
É importante definir claramente quais são os fluxos para que são utilizados.
00:00:09
E o mais importante, do que são feitos
00:00:13
um fluxo automático de energia é uma sequência de
00:00:15
ações automatizadas desencadeadas por um evento ou condição.
00:00:19
Por exemplo,
00:00:20
pode criar um fluxo que envie um e-mail para o seu
00:00:22
equipa sempre que um novo ficheiro é adicionado a uma pasta partilhada.
00:00:27
O Power Automate permite-lhe automatizar de forma repetitiva
00:00:30
tarefas entre diferentes aplicações e serviços.
00:00:34
Um fluxo consiste numa série de acções que são executadas em sequência.
00:00:38
Estas ações podem ser numerosas consoante o nível de automatização que necessita
00:00:42
para acções mais complexas.
00:00:44
É possível integrar linguagem codificada que é o poder de programação FX
00:00:49
JSON html, SQL, etc.
00:00:52
Não te preocupes.
00:00:53
O Power Automate visa ajudá-lo a automatizar
00:00:55
e encadear ações rapidamente sem programação.
00:00:58
Isto chama-se ambiente sem código ou low code.
00:01:04
Para além das acções que acabámos de discutir,
00:01:07
é importante primeiro definir um gatilho.
00:01:09
Esta é uma ação específica que desencadeia todas as ações no fluxo.
00:01:13
O gatilho pode ser, por exemplo,
00:01:15
receber uma mensagem de correio electrónico ou deixar cair um ficheiro num espaço partilhado.
00:01:19
Pode comparar um fluxo a um sistema de alarme.
00:01:22
Quando um sensor detecta uma intrusão, uma sirene dispara,
00:01:25
é enviada uma notificação ao proprietário e as autoridades são contactadas.
00:01:30
Este exemplo é esquemático
00:01:32
mas representa bem a distinção entre
00:01:34
o gatilho e as ações geradas.
00:01:36
Posteriormente.
00:01:37
Podemos, portanto, concluir dizendo que o gatilho mais acções é igual a um fluxo de sinal.
00:01:42
Claro,
00:01:42
existem vários tipos de gatilhos e fluxos que cobrimos
00:01:45
um tutorial específico intitulado familiarizar-se com diferentes tipos de fluxos.

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