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

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
4 views

Available in Microsoft365

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.

DiLeaP AI: THIS MIGHT BE HELPFUL

Teams Premium - Activate the features of Teams Premium

In this video, you will learn how to activate the features of Teams Premium.
The video covers the necessary steps to fully enjoy all that Teams Premium has to offer.
It explains that Teams Premium requires an additional paid license, which must be assigned to a user in Microsoft 365 administration.
The video demonstrates how to join the admin and access the team-specific admin center, where you can manage Teams settings such as meetings, webinars, messaging, and security.
It also highlights the administration app in the Teams navigation menu, which includes a dashboard with additional settings.
To access the new features specific to Teams Premium, you can find them directly in your Teams application.
If some features don't appear, it is recommended to restart Teams and check for software updates.
Activating Teams Premium will enhance your Teams experience and provide access to advanced features.

3:48
10763 views

Outlook - How do I share a document securely with Outlook?

In this video, you will learn how to securely share a document with Outlook.
Instead of attaching the document to your email, it is safer to add it to your OneDrive or SharePoint library.
This allows you to set permissions for who can view and edit the document.
When you share the link to your document from Outlook, the permissions you set in OneDrive or SharePoint are retained.
You can easily change the sharing permissions in the attachment drop-down menu.
Regularly checking and updating the permissions ensures the safety of your document.
This tutorial will help you securely share documents using Outlook in Microsoft 365.

1:49
2900 views

Project Online - Discovering the interface

In this video, you will learn about the intelligent search feature in Microsoft 365. The video covers the search tools in Microsoft 365, including searching on your computer, using Microsoft Search, finding content and people in SharePoint, searching your emails, and more.
This will help you save time and easily find documents, information, and people within the Microsoft 365 suite.

4:51
4293 views

FindTime - Create a scheduling poll

Discover how to create a meeting poll in this video titled "Creating a scheduling poll" This resource is designed for intermediate-level learners looking for effective ways to communicate and manage their time.

You will learn how to create an interactive poll to gather opinions and preferences from meeting participants. This skill will enable you to facilitate decision-making and organize more productive meetings.

Don't miss this opportunity to enhance your communication and time management skills.

4:12
4111 views

Outlook - How do I recognize a fraudulent email?

In this video, you will learn how to recognize a fraudulent email and protect yourself from phishing attacks.
Phishing emails often mimic legitimate ones, using logos and information from reputable companies.
However, there are usually spelling errors, a haphazard layout, or inconsistencies with the company's graphic design.
Pay attention to the sender's email address, as it may not match the company's domain.
Be cautious if the sender's name consists of random letters and numbers.
Avoid clicking on links that ask you to renew your account or provide personal or banking information.
Even clicking on a link can install malware on your computer.
If you have any doubts, contact the company using secure contact information from their official website.
This knowledge will help you stay safe online and protect your personal information.

2:01
2567 views

RELATED COURSES This tutorial is part of the following courses

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.

Your trainer for this course
Cours E-learning

3 Views

ALL COURSES