Flow / Power Automate - Discover the Power Automate Home Interface Tutorial

Discover the Power Automate home interface - a powerful tool with essential features for creating flows. Navigate through templates, access AI copilot, and explore learning modules. Unlock the world of automation with the standard version, and delve deeper into each aspect in the next tutorials!

02:51
98 views

Available in Microsoft365

00:00:04

explore the power automate home interface together.

00:00:07

This powerful tool may seem intimidating. At first,

00:00:11

don't worry,

00:00:12

we will go through the essential features available to

00:00:14

help you get familiar with the power automate environment.

00:00:18

When you open power automate you land on the

00:00:20

home page with a navigation bar on the left,

00:00:23

this navigation bar will allow you to

00:00:25

access the various features of the application.

00:00:28

The create button for example,

00:00:30

will allow you to create your flow in three ways

00:00:33

from scratch from a template or from a connector.

00:00:37

You can also create a flow by expressing a

00:00:39

need conversationally via the integrated A I tool.

00:00:43

Copilot.

00:00:44

All specifics related to the different types

00:00:47

of flows are covered in dedicated tutorials.

00:00:50

Flow templates are an excellent starting point to understand what you can

00:00:54

do with power automate and to quickly start automating your tasks.

00:00:58

That's why the templates have a dedicated page in the left menu.

00:01:02

There are many templates grouped by themes accessible via

00:01:05

keywords in the search bar or by publication date.

00:01:13

The input field at the top of the home page relies

00:01:15

on A I copilot to suggest flows based on your request.

00:01:19

Be careful not to confuse this flow description field with

00:01:22

the A I models section available on the left.

00:01:25

This section will offer more specific flows using A I for example to

00:01:30

analyze document content media to translate

00:01:33

extract content or automatically classify items.

00:01:38

Still in the center of the home page,

00:01:40

Microsoft offers learning modules and paths at the bottom of the page.

00:01:44

You will find access to pricing options,

00:01:47

technical documentation

00:01:49

and a community forum among other resources.

00:01:52

Note that all Microsoft resources on the subject are also

00:01:55

grouped in the training menu available on the left.

00:02:01

Let's return to the left menu which allows you to

00:02:03

access your created flows and group your cloud flows,

00:02:06

desktop flows and shared flows.

00:02:10

The approvals menu allows you to view approval requests received or sent.

00:02:14

This part will be covered in a dedicated chapter in our course.

00:02:19

A chatbot is accessible at the bottom of the left hand menu for live assistance.

00:02:24

These are the essentials to understand the power automate homepage interface.

00:02:28

Note that some elements of this menu such as access to A I generated

00:02:32

flow templates will require an upgrade to

00:02:34

your license with a corresponding expense.

00:02:37

We will stick to the standard version of power automate

00:02:40

which already allows us to explore the world of automation.

00:02:43

In the next tutorials,

00:02:45

we will delve deeper into each aspect to help you become an automation expert.

Mandarine AI: CE QUI POURRAIT VOUS INTÉRESSER

RELATED COURSES This tutorial is part of the following courses

122 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