Design powerful, low-code automations with AI, RPA, and Microsoft 365 to streamline tasks, boost productivity, and reduce manual work
Key Features
Build smarter flows using Co-pilot and the latest generative AI features
Automate across cloud and desktop with enhanced RPA and new use cases
Secure and scale workflows with updated governance and monitoring best practices
Book DescriptionWhether you're automating your first workflow or scaling enterprise-wide processes, this third edition of Workflow Automation with Microsoft Power Automate is your complete guide to getting the job done efficiently. Covering both foundational skills and advanced techniques, it empowers you to build powerful automations using Power Automate’s cloud flows, desktop RPA capabilities, and the latest AI features.
You’ll begin with a step-by-step tour through Power Automate fundamentals, building practical skills with flows that integrate across Microsoft 365, Slack, Azure AD, and more. Next, you’ll dive into real-world scenarios, mastering everything from approvals and email automation to error handling and governance. Expanded content on AI Builder, generative AI, and Co-pilot shows you how to create intelligent workflows that save time and add value.
Designed for information workers, power users, and citizen developers, this book brings the latest Power Automate updates into focus. With 7 new chapters, hands-on exercises, and expert guidance, it helps you stay ahead in today’s fast-evolving low-code landscape—whether you’re new to automation or leveling up your skills. What you will learn
Build your first flows with connectors, actions, and triggers
Automate with cloud flows, desktop flows, and approvals
Use Co-pilot to build and manage flows faster with AI
Integrate Power Automate with Slack, Teams, Azure AD, and Dataverse
Leverage RPA to automate legacy systems and web apps
Use AI Builder and generative AI for intelligent workflow design
Monitor, troubleshoot, and govern enterprise-scale automations
Apply best practices for security, compliance, and maintainability
Who this book is forThis book is excellent for information workers and Power users who are looking to automate repetitive tasks for their organizations or for projects they are undertaking. To make the most of this book, you should have some basic exposure to the MS 365 platform.
Table of Contents
Introducing Microsoft Power Automate
Getting Started with Power Automate
Working with Email
Copying Files
Creating Button Flows
Generating Push Notifications
Working with Shared Flows
Understanding expressions and functions
Working with Conditions
Getting Started with Approvals
Working with Multiple Approvals
Posting Approvals to Teams
Using Databases
Working with Microsoft Forms
Posting data to Slack
Accepting User Input
Automating Azure AD
Introducing Robotic Process Automation
Managing an Access Database with RPA
Automating webpages with RPA
Introducing AI Models and Generative AI
Creating a sentiment analysis flow
Using Copilot to create and manage flows
Using Generative AI to summarize documents
Exporting, Importing, and Distributing Flows
Monitoring and Troubleshooting Flows
Governance in the Power Platform
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