Getting Started with Power Automate

Getting Started with Power Automate

1. Access Power Automate

Go to https://flow.microsoft.com or open it from the Microsoft 365 app launcher.
Sign in with your Business Premium account.

2. Explore Templates

On the homepage, browse pre-built templates for common tasks like:
- Saving email attachments to OneDrive
- Posting Teams messages when a new SharePoint item is created
- Sending approval requests

3. Create a Flow

You can build three types of flows:

Automated Flow – Triggered by an event (e.g., new email received)
Instant Flow – Manually triggered (e.g., button press)
Scheduled Flow – Runs at set intervals

Click “Create” and choose the flow type that suits your need.

4. Choose a Trigger

Select a trigger from hundreds of connectors (e.g., Outlook, SharePoint, Teams, Excel).
Example: “When a new email arrives in Outlook.”

5. Add Actions

After the trigger, add one or more actions.
Example: “Save attachment to OneDrive” or “Send a Teams message.”

6. Test and Save

Click “Test” to run your flow and verify it works.
Save it and monitor its performance under “My Flows.”