Flow / Power Automate - Create a Simple Flow with AI Copilot Tutorial

Discover how to create a powerful flow using the AI copilot tool on Power Automate. Learn to set up notifications for file additions to your Teams, customize your flow, and leverage copilot's assistance to handle various actions. Explore the capabilities of copilot in simplifying the flow creation process, making it accessible even for beginners. Join us and dive into the world of effortless flow construction with copilot on Power Automate!

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Available in Microsoft365

Objectifs :

This tutorial aims to teach you how to create a Power Automate flow using the Copilot AI tool, enabling you to automate notifications in Microsoft Teams when files are added to SharePoint.

Chapitres :

Introduction to Power Automate and Copilot
In this tutorial, you will learn how to create a Power Automate flow using the Copilot AI tool, which is now available in your environment. The purpose of this tutorial is to guide you through the process of automating notifications in Microsoft Teams whenever a file is added to a specific location.
Starting the Flow Creation
To begin, you can either enter a prompt directly from the home page or use the create menu to access the Copilot environment. Imagine you want to be notified by a Teams message whenever a file is added to one of your Teams.
Generating Flow Options
Once your prompt is written and validated, Copilot will suggest several flow options based on your request and its level of understanding. Click 'Next' to proceed. Before entering the flow construction space, Power Automate will inform you that SharePoint and Teams will be connected.
Accessing the Flow Construction Area
Click 'Create Flow' to access the construction area. In this space, you will find two blocks available: one related to the generation of the file in Teams and SharePoint, and the other managing the notification by message in Teams.
Customizing Your Flow
Open the Copilot panel to adjust or complete your flow by entering your requests in the prompt. Each block is fully customizable manually. As in standard flows, you can also use Copilot requests to modify your flow elements by entering your instructions in the right-hand panel.
Monitoring File Editions
Start by specifying which SharePoint site or Teams group you want to monitor for file editions. Then select the name of the library or use the Copilot tool to describe your requirement by formulating your request. The Copilot panel will subsequently show which block has been modified.
Setting Up Notifications
It is your responsibility to review, manage, or rectify any potential errors that might have been introduced. Manually navigate through the various folders to specify the channel on which you want to monitor file editions. While you can manually set up the Teams message, let’s use Copilot to explore its capabilities.
Configuring the Message
Specify that the message should be posted as a flow bot and indicate which channel to post in. You will see that the steps applied in the Copilot pane are also reflected in the left pane, which contains the details of the various blocks of your Power Automate flow.
Customizing the Message Body
Ask Copilot to customize the body of the message. If the actions generated by Copilot do not suit you, be aware that each action can be undone. It is often easier to perform manual adjustments via the insertion of dynamic elements rather than systematically using Copilot, which can generate errors.
Finalizing the Flow
Ask Copilot to add the file path to the message body. Use AI to insert an action before or after other actions. For example, you can choose a mobile notification of file edition as the very last action. Once your flow is complete, save it and test it.
Testing the Flow
To add a file to your channel's library in Teams, go to the target team and add the file. Then return to the Power Automate tab and wait while the flow completes its processing. This may take some time depending on the type of flow generated.
Viewing Notifications
You now have a customized message sent by the flow bot in Teams containing both the file name and its storage location. To make the URL clickable, you will need to generate HTML code that transforms this text string into a hyperlink. This type of manipulation will be covered in other tutorials.
Conclusion
To conclude this tutorial, you can see that Copilot for Power Automate represents a significant advancement, particularly for assisting you in creating simple flows even if you are not well versed in the Power Automate environment. However, it may sometimes be necessary to make adjustments, which requires a certain level of knowledge of the Power Automate environment. This will be addressed in the upcoming tutorial videos of our course.

FAQ :

What is Power Automate?

Power Automate is a cloud-based service that enables users to create automated workflows between different applications and services, helping to streamline processes and improve efficiency.

How does Copilot assist in creating flows?

Copilot uses AI to suggest flow options based on the user's prompts, making it easier to create automated workflows without extensive knowledge of Power Automate.

Can I customize the flows created by Copilot?

Yes, each flow created by Copilot is fully customizable. Users can manually adjust the flow elements or use Copilot to modify them by entering specific instructions.

What should I do if the actions generated by Copilot do not suit my needs?

If the actions generated by Copilot do not meet your requirements, you can undo them and manually adjust the flow elements as needed.

How can I make a URL clickable in my flow's message?

To make a URL clickable, you need to generate HTML code that transforms the text string into a hyperlink. This process will be covered in future tutorials.

What are the benefits of using Power Automate with Copilot?

Using Power Automate with Copilot allows users to create simple flows quickly and efficiently, even without extensive knowledge of the platform, while also providing the flexibility to make adjustments as needed.

Quelques cas d'usages :

Automating Team Notifications

A marketing team can use Power Automate to set up a flow that sends a notification to a specific Teams channel whenever a new file is added to their SharePoint library, ensuring all team members are promptly informed.

File Management in SharePoint

An IT department can create a flow that monitors a SharePoint site for file edits and sends a message to a Teams channel, helping to keep track of changes and maintain version control.

Streamlining Project Updates

A project manager can utilize Power Automate to automate the process of sending weekly project updates to stakeholders via Teams, reducing manual effort and ensuring timely communication.

Mobile Notifications for Critical Updates

A sales team can set up a flow that sends mobile notifications for critical updates, such as changes in pricing or new product launches, ensuring that team members are always informed, even on the go.

Error Management in Automated Flows

A finance department can implement a flow that notifies them via Teams whenever an error occurs in their automated processes, allowing for quick resolution and minimizing disruptions.

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.

Copilot

An AI tool integrated into Power Automate that assists users in creating flows by suggesting options based on user prompts.

Flow

A sequence of automated actions that are triggered by specific events, such as receiving a message or adding a file.

SharePoint

A web-based collaboration platform that integrates with Microsoft Office, used for storing, organizing, sharing, and accessing information from any device.

Teams

A collaboration platform by Microsoft that combines workplace chat, meetings, notes, and file collaboration.

Dynamic Elements

Variables or placeholders in a flow that can change based on the context or data being processed, allowing for more flexible and personalized automation.

HTML Code

The standard markup language used to create web pages, which can be used to format text and create hyperlinks.

Flow Bot

An automated bot in Microsoft Teams that sends messages or notifications based on the actions defined in a Power Automate flow.

00:00:04

you will learn how to create a power automate flow using the copilot A I tool.

00:00:09

Now available in the environment

00:00:11

to start, you can either enter a prompt directly from the home page

00:00:15

or use the create menu to access the copilot environment.

00:00:20

Imagine you want to be notified by a team's message

00:00:23

whenever a file is added to one of your teams.

00:00:27

Once your prompt is written and validated,

00:00:29

copilot will suggest several flow options based on

00:00:32

your request and its level of understanding.

00:00:36

Click next.

00:00:37

Before entering the flow construction space power automate will

00:00:41

inform you that sharepoint and teams will be connected.

00:00:45

Click create flow to access the construction area.

00:00:50

In this space. You will find two blocks available.

00:00:53

The first related to the generation of the file in teams and

00:00:57

sharepoint and the second managing the notification by message in teams.

00:01:02

Open the copilot panel to adjust or complete your

00:01:05

flow by entering your requests in the prompt.

00:01:08

Each block is fully customisable manually.

00:01:11

As in standard flows,

00:01:12

you can also use copilot requests to modify your flow

00:01:15

elements by entering your instructions in the right hand panel,

00:01:20

start by specifying which SharePoint site or teams

00:01:23

group you want to monitor for file editions,

00:01:26

then select the name of the library or use the

00:01:29

copilot tool to describe your requirement by formulating your request.

00:01:35

The copilot panel will subsequently show which block has modified.

00:01:39

It is your responsibility to review,

00:01:42

manage or rectify any potential errors that might have been introduced,

00:01:47

manually navigate through the various folders to specify the

00:01:50

channel on which you want to monitor file editions.

00:01:54

While you can manually set up the team's message.

00:01:56

Let's use Copilot to explore its capabilities.

00:02:00

Let us start by specifying that the message should be posted as a flow bot

00:02:05

and indicate which channel to post in.

00:02:07

You will see that the steps applied in the

00:02:09

copilot pane are also reflected in the left pane

00:02:13

which contains the details of the various blocks of your power automate flow.

00:02:18

Ask Copilot to customize the body of the message.

00:02:22

If the actions generated by copilot do not suit

00:02:25

you be aware that each action can be undone.

00:02:29

Note that some actions such as adding the file name to the message

00:02:32

body are often easier to perform manually via the insertion of dynamic elements.

00:02:38

The icon with a lightning bolt rather than systematically using copilot,

00:02:42

which can generate errors.

00:02:45

Ask copilot to add the file path to the message body,

00:02:52

use A I to insert an action before or after other actions.

00:02:56

For example,

00:02:57

you can choose a mobile notification of file edition as the very last action

00:03:02

as before you can modify the notification block manually

00:03:05

or by entering your request in the copilot pane.

00:03:10

Once your flow is complete, save it and test it

00:03:16

to add a file to your channel's library.

00:03:18

And teams go to the target team and add the file,

00:03:23

then return to the power automate tab and

00:03:25

wait while the flow completes its processing.

00:03:28

This may take some time depending on the type of flow generated.

00:03:33

You now have a customized message sent by the flow bot

00:03:36

in teams containing both the file name and its storage location.

00:03:40

Note that the URL is not clickable

00:03:43

to make the URL clickable.

00:03:45

You will need to generate html code that

00:03:47

transforms this text string into a hyperlink.

00:03:50

We will cover this type of manipulation in other tutorials.

00:03:55

You can also see that on your mobile phone,

00:03:57

the notifications have been sent allowing you to

00:03:59

view the history of flow executions and failures.

00:04:04

To conclude this tutorial,

00:04:05

you can see that Copilot for power automate represents a significant advancement

00:04:10

particularly for assisting you in creating simple flows even if

00:04:14

you are not well versed in the power automate environment.

00:04:17

However,

00:04:18

it may sometimes be necessary to make adjustments which requires

00:04:21

a certain level of knowledge of the power automate environment.

00:04:25

This will be addressed in the upcoming tutorial videos of our course.

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