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!

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Available in Microsoft365

Objectifs :

This tutorial aims to teach you how to create a flow using a template in Power Automate, specifically focusing on saving Outlook attachments directly to OneDrive for Business. You will learn to customize the flow based on specific conditions and manage its execution effectively.

Chapitres :

Introduction to Power Automate Templates
In this tutorial, you will learn how to create a flow based on a template using Power Automate. These templates are categorized by theme, making it easier to find the right one for your needs.
Creating a OneDrive Flow
We will create a flow that saves Outlook attachments directly into a specific folder in OneDrive for Business. This flow is designed for a Microsoft 365 professional environment, which includes Office 365 Outlook and OneDrive for Business.
Configuring the Flow
When the flow loads, it is preconfigured, and you will only need to edit the blocks to adjust them according to your needs. You can choose to monitor a specific folder in your inbox or leave it set to the standard inbox, allowing the flow to process any incoming email.
Setting Conditions for Email Processing
Edit the condition to specify a particular sender. The flow will only execute if the sender of the received email matches the one you have specified. Define that when this sender sends an email with an attachment, the attachment will be saved in a designated folder in your OneDrive for Business environment.
Handling Different Senders
If the condition is not met (i.e., if another sender sends you an email), you can specify a different action and storage location for those emails.
Testing the Flow
Once you have finished configuring the flow, save it and test it. Send an email with another account to the mailbox that the flow processes. The flow will trigger its execution upon receiving the email, which may take varying amounts of time depending on the flow type.
Monitoring Flow Execution
Wait for the execution confirmation of the flow, whether positive or negative. If the flow execution fails, modify the flow and check it. If it succeeds, you should see the file in the attachment folder of your OneDrive for Business environment.
Managing Your Flow
You have the option to rename the flow or disable it without deleting it permanently. The contextual menu associated with the flow allows you to save a copy to share with colleagues and access the execution history to check the success or failure of the flow.
Conclusion
In this tutorial, we have seen how to get started with Power Automate using simple flows related to existing templates. Future tutorials will cover creating simple flows with AI Copilot or automated and instant flows from scratch.

FAQ :

What is Power Automate used for?

Power Automate is used to create automated workflows that connect various applications and services, allowing users to automate repetitive tasks, synchronize data, and improve productivity.

How do I create a flow in Power Automate?

To create a flow in Power Automate, you can start by selecting a template that fits your needs, then customize it by editing the blocks to define triggers and actions according to your requirements.

Can I limit a flow to a specific folder in my inbox?

Yes, you can configure your flow to monitor a specific folder in your inbox, allowing it to process emails only from that designated location.

What should I do if my flow execution fails?

If your flow execution fails, you should modify the flow to troubleshoot the issue and check the execution details to identify the cause of the failure.

How can I share my flow with colleagues?

You can share your flow with colleagues by saving a copy of it and sending it to them, allowing them to use or modify the flow as needed.

What is the difference between OneDrive and OneDrive for Business?

OneDrive is a personal cloud storage service, while OneDrive for Business is designed for professional use, offering additional features for collaboration and security within organizations.

Quelques cas d'usages :

Automating Email Attachments Storage

In a corporate environment, a marketing team can use Power Automate to automatically save email attachments from specific clients directly into designated folders in OneDrive for Business, streamlining document management and ensuring important files are organized.

Monitoring Project Updates

A project manager can set up a flow to monitor a specific folder in their Outlook inbox for emails from team members. When an email arrives, the flow can automatically log the update in a project management tool, ensuring all updates are tracked efficiently.

Client Communication Management

A customer service representative can create a flow that triggers when an email from a specific client is received. The flow can automatically create a task in a task management system, ensuring timely follow-up and improved customer satisfaction.

Automated Reporting

A finance team can utilize Power Automate to generate monthly reports by automatically collecting data from various sources and emailing the report to stakeholders, saving time and reducing manual errors.

Event Registration Confirmation

An event coordinator can set up a flow that sends confirmation emails to participants when they register for an event via an online form, ensuring timely communication and enhancing the participant experience.

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.

Flow

An automated workflow created in Power Automate that connects different applications and services to perform specific tasks based on defined triggers and actions.

Template

A pre-configured flow in Power Automate that serves as a starting point for creating automated workflows, categorized by themes for easier navigation.

OneDrive for Business

A cloud storage service provided by Microsoft that allows users to store, share, and collaborate on files securely within a professional environment.

Outlook

A personal information manager from Microsoft that includes email, calendar, task manager, contact manager, note-taking, and web browsing.

Condition

A logical statement in a flow that determines whether certain actions should be executed based on specified criteria, such as the sender of an email.

Execution Confirmation

A notification indicating whether a flow has successfully completed its tasks or if it has encountered an error during execution.

00:00:04

you will learn how to create a flow based on a template with power automate

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these templates are categorized by theme

00:00:12

here.

00:00:13

We will create a onedrive flow to save

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outlook attachments directly into a specific folder.

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Note that some flows are associated with professional environments.

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While others are intended for personal environments,

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we will choose to generate a flow from our Microsoft 365 professional environment.

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You will notice the difference here as the flow

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offers office 365 outlook and onedrive for business.

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Both of which belong to the professional environment.

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When the flow loads,

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it is already preconfigured and you will only need to

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edit the blocks to adjust them according to your needs.

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If you wish, you can limit the flow to monitoring a specific folder in your inbox

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here, we will leave the standard inbox so that as soon as an email arrives,

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it will be processed by the flow.

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Next, edit the condition by specifying a particular sender.

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This means that the conditions embedded in this flow will only execute if the sender

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of the received email matches the one you

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have specified in your power automate flow.

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Define that when this sender sends you an email with an attachment,

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the attachment will be saved in a specific

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folder in your onedrive for business environment.

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If the condition is not met, that is if another sender sends you an email,

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you can specify a different action and a different storage location.

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When you think you have finished your manipulations,

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you just need to save this flow and test it

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to test it.

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Send an email with another account to the mailbox that will be processed by the flow.

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The email will be received in the inbox and

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the flow will continue or trigger its execution.

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This may take more or less time depending on

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the type of flow generated by power automate.

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Wait for the execution confirmation of the flow, whether positive or negative.

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If the flow execution fails, modify the flow and check it.

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If the execution succeeds,

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you should see a file in the

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attachment folder of your onedrive for business environment

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to manage your flow. Moving forward, you have the option to rename it.

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Additionally, you can disable it if you prefer not to delete it permanently.

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The contextual menu associated with the flow also allows you to save a copy of this

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flow to send it to one of your colleagues as well as access the execution history,

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which allows you to check whether the flow execution was successful or failed

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by clicking on the executed flow regardless of its status you can

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view the execution details which is particularly useful when your flow fails.

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We have just seen how to get started with

00:03:05

power automate using simple flows related to existing templates.

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In other tutorials,

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we will see how to create simple flows with A

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I copilot or automated or instant flows from scratch.

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