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

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!

03:20
221 views

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.

Mandarine AI: CE QUI POURRAIT VOUS INTÉRESSER

RELATED COURSES This video is part of the following courses

182 Views

Microsoft Video Training Power Automate – From discovery to mastering automation

Boost your productivity with our Power Automate course! Learn to automate your tasks and seamlessly integrate various Microsoft 365 services...

ALL COURSES