Lists - Automate a list with Power Automate Video
In this video, you will learn how to automate a list using Power Automate.
Power Automate is a tool that allows you to create automated workflows with just a few clicks.
By using templates, you can easily track the arrival of new employees and keep your employees list up to date.
The video demonstrates how to create a workflow that sends a customized email whenever a new item is added to a SharePoint list.
This tutorial is essential for anyone using Microsoft 365 and looking to automate their processes efficiently.
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Lists - Create a list from an Excel file
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Lists - Change items in the list
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Lists - Manage the display of a list
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Lists - Add items to a list
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Lists - Creating a list from scratch
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Introducing Lists
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Use alerts
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Turn your Excel tables into real lists!
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Change items in the list
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Share a list
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Manage the display of a list
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Working together on your lists in TEAMS
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Create an app from a list
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Creating a list from a template
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Creating a list from scratch
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Add items to a list
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Create a list from an Excel file
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A quick tour of Microsoft Lists interface
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What is Microsoft Lists
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Add a column to a list
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Sort and filter a list
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Guide to Using the Microsoft Authenticator App
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Turn on Multi-Factor Authentication in the Admin Section
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Concept of Multi-Factor Authentication
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Retrieve Data from a Web Page and Include it in Excel
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Create a Desktop Flow with Power Automate from a Template
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Understand the Specifics and Requirements of Desktop Flows
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Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
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Excel: List Files from a Channel in an Excel Workbook with Power Automate
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Excel: Link Excel Scripts and Power Automate Flows
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SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
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SharePoint: Automate File Movement to an Archive Library
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Share Power Automate Flows
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Manipulate Dynamic Content with Power FX
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Leverage Variables with Power FX in Power Automate
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Understand the Concept of Variables and Loops in Power Automate
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Add Conditional “Switch” Actions in Power Automate
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Add Conditional “IF” Actions in Power Automate
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Create an Approval Flow with Power Automate
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Create a Scheduled Flow with Power Automate
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Create an Instant Flow with Power Automate
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Create an Automated Flow with Power Automate
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Create a Simple Flow with AI Copilot
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Create a Flow Based on a Template with Power Automate
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Discover the “Build Space”
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The Power Automate Mobile App
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Familiarize Yourself with the Different Types of Flows
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Understand the Steps to Create a Power Automate Flow
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Discover the Power Automate Home Interface
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Access Power Automate for the Web
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Understand the Benefits of Power Automate
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Add a third-party application
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Send a survey or questionnaire by email
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Collaborate directly during an event with Microsoft Loop and Outlook
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Create a collaborative email with Microsoft Loop and Outlook
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Streamline Note-Taking with OneNote and Outlook
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Create your reservation page for appointment booking (Bookings)
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Share a document securely with Outlook
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Block a sender
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Identify a fraudulent email
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Prevent transfer for a meeting
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Prevent the forwarding of an email
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Protect an email by encrypting
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Provide an overview of best security practices in Outlook
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Recover deleted items
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Recall or replace an e-mail message
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Respond to invitations as a delegate
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Use a Shared Mailbox
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Create and Manage Appointments in Delegated Calendars
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Send Emails on Behalf of Someone Else
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Mailbox Delegation Setup
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Calendar Delegation Setup
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Grant delegate access in Microsoft 365 administration
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Use the Meeting Dashboard
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Respond to a Meeting Poll
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Create a Meeting Poll
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Display Three Time Zones
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View Other Calendars
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Open a Shared Calendar
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Share Your Calendar
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Use the Scheduling Assistant
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Use the Immersive Reader Feature
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Dictate Your Email to Outlook
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Translate Emails in Outlook
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Make Your Outlook Signature Accessible
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Add Accessible Tables and Lists
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Improve the Accessibility of Images in Emails
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Improve Email Accessibility
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Send Automatic Out-of-Office Replies
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Prepare for Time Out of Office (Viva Insights)
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Respect Your Colleagues' Off Hours (Viva Insights)
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Delay Email Delivery
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Use Conversation View
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Clean Up Your Inbox
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Organize Your Messages with Rules
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Use Categories
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Easily Sort Your Mails
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Automate Routine Actions
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Create an Email Template
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Create a task from a message
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Share a task list
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Create a task or reminder
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Task Module Overview
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Manage Teams online meeting options
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Edit or delete an appointment, meeting or event
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Create a reminder for yourself
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Respond to a meeting
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Create an appointment or meeting
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Create different types of events
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Edit and customize views
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Presentation and introduction to the calendar
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Search options
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Sort and filter emails
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Request a Read Receipt or Delivery Confirmation
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The Bcc Field in Detail
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Save and Print a Message
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Insert Elements in Emails (Tables, Charts, Images)
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Attach files efficiently in Outlook
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Process an incoming message
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Send an Email and Create a Draft in Outlook
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Organize into Folders
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Set Your Work Hours in Outlook
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Create and add a signature to messages
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Manage new message notifications
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Change the default font of your emails
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Manage Views
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Add and manage multiple accounts on Outlook
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Explore the Interface
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Introduce the new version of Outlook
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Manage Storage Space
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Synchronize Your Teams and SharePoint Files on Your Computer
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Use Documents in a Synchronized Library Folder
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Make a File Request
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Restore Your OneDrive Space
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Find All Shares from the Same Person
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Modify Sharing Rules
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Check Granted Shares
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Protect My Document with a Password and Expiration Date
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Avoid Abusive Document Sharing
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Best Security Practices on OneDrive
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Use Recycle Bins to Restore Documents
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Search for Documents
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Use Document History or Restore a Document to a Previous Version
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Discover the Meaning of OneDrive Icons
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Sync OneDrive with a Computer
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Edit, Delete a Share
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Share and Collaborate OneDrive
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Power and Manage OneDrive
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What is OneDrive ?
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Objectifs :
This document aims to provide a comprehensive overview of how to use Power Automate to create automated workflows, highlighting key features, steps, and practical examples for effective implementation.
Chapitres :
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Introduction to Power Automate
Power Automate is a powerful tool designed to help users create automated workflows that streamline processes and enhance productivity. By utilizing various templates available on the platform, users can set up workflows with minimal effort, often requiring just a few clicks. -
Creating Automated Workflows
One practical application of Power Automate is to track the arrival of new employees, ensuring that the employee list remains current. When a new employee is added, the workflow can send an email notification to keep relevant parties informed. -
Step-by-Step Guide to Setting Up a Workflow
To create a workflow in Power Automate, follow these steps: 1. Click on 'Automate' in the Microsoft 365 interface. 2. Select 'Power Automate' from the dropdown menu. 3. Click on 'Create a flow'. 4. A pane will open on the right side, displaying options to start from a template. 5. Choose the first option: 'Send a customized email when a new SharePoint list item is added'. 6. This action will redirect you to the Power Automate platform. 7. Ensure that all connectors are linked to the correct Microsoft 365 user account. 8. Finally, click on 'Create a flow' to finalize your workflow setup. -
Verifying Connectors and Finalizing the Workflow
After selecting the template, it is crucial to verify that all connectors are associated with the correct Microsoft 365 user account. This ensures that the workflow functions properly and that notifications are sent to the right recipients. Once verified, you can proceed to create your flow and start utilizing your automated workflow. -
Conclusion
Power Automate offers a user-friendly interface and a variety of templates that simplify the process of creating automated workflows. By following the outlined steps, users can efficiently set up workflows that enhance communication and keep information up to date, ultimately improving organizational efficiency.
FAQ :
What is Power Automate used for?
Power Automate is used to create automated workflows that connect different applications and services, allowing users to automate repetitive tasks and processes.
How do I create a workflow in Power Automate?
To create a workflow in Power Automate, click on 'Automate', then 'Power Automate', and select 'Create a flow'. You can choose from various templates or start from scratch.
What are templates in Power Automate?
Templates in Power Automate are pre-built workflows that can be customized to meet specific needs, allowing users to set up automation quickly and easily.
What is a connector in Power Automate?
A connector in Power Automate is a tool that allows the service to interact with other applications and services, enabling data exchange and workflow automation.
Can I receive notifications through Power Automate?
Yes, you can set up workflows in Power Automate to send notifications, such as email alerts, when specific events occur, like the addition of a new item in a SharePoint list.
Quelques cas d'usages :
Employee Onboarding
Use Power Automate to create a workflow that automatically updates the employee list and sends notifications to HR when a new employee is added to the SharePoint list, ensuring that all relevant parties are informed promptly.
Document Approval Process
Implement a workflow that routes documents for approval. When a document is added to a SharePoint library, Power Automate can send an email to the designated approvers, streamlining the approval process.
Sales Lead Tracking
Create a workflow that tracks new sales leads entered into a CRM system. Power Automate can send notifications to the sales team whenever a new lead is added, ensuring timely follow-up.
Automated Reporting
Set up a workflow that compiles data from various sources and generates reports automatically. Power Automate can pull data from different applications and send the report via email to stakeholders.
Customer Feedback Collection
Use Power Automate to automate the collection of customer feedback. When a customer submits feedback through a form, the workflow can log the response in a SharePoint list and notify the customer service team.
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.
Workflow
A sequence of processes through which a piece of work passes from initiation to completion, often automated to improve efficiency.
Template
A pre-designed workflow that can be used as a starting point for creating automated processes in Power Automate.
Connector
A component in Power Automate that allows the service to communicate with other applications and services, enabling data transfer and workflow automation.
Microsoft 365
A subscription service that includes access to Office applications and other productive tools that are enabled over the internet (cloud services).
SharePoint
A web-based collaboration platform that integrates with Microsoft Office, used for storing, organizing, sharing, and accessing information from any device.