Automating Workflows with Power Automate

Juggling multiple tasks can be overwhelming, and the last thing you want is to get bogged down by repetitive and time-consuming chores. That’s where Power Automate, part of Microsoft’s Power Platform and Office 365, comes to the rescue! It has an intuitive interface that is easy to use no matter your skill level. It automates manual tasks and business processes, freeing up your time for more important things. Here’s how it works. 

Discover the Power of Workflow Automation 

Before we delve into the cool, and frankly underrated techniques of Power Automate, let’s get acquainted with this excellent tool. Formerly known as Microsoft Flow, Power Automate is a cloud-based service that lets you create automated workflows without the need for fancy coding skills. It seamlessly connects with hundreds of apps and services, allowing you to automate manual tasks and complex tasks, making it the ideal tool for automation. It also supports workflow automation, manual processes, Robotic Process Automation (RPA), and provides a workflow engine that enables seamless integration with standard connectors. 

Simplify Your Email Management 

Raise your hand if you feel like you’re drowning in a never-ending flood of emails! With just a few clicks, you can set up rule-based workflows that automatically sort, categorise, and even respond to emails based on your preferences, including handling email attachments. Say goodbye to email overload and hello to a tidy and organised inbox! Here’s some ways we’ve helped clients use Power Automate in emails: 

  • Create a workflow that saves all the email attachments that you need to work on to a OneDrive so you’re ready and organised with your work for the day. 
  • Automatically respond to regular customers when they ask for the status of your work with an update.   

Streamline Document Approvals 

Document approvals can be tedious, especially when you’re waiting for feedback from multiple team members. You can create approval workflows and design workflows that automatically route documents for review and approval. No more chasing down colleagues for their signatures – it’s all taken care of, leaving you with more time to do your happy dance. 

  • Send Gifts, Benefits and Hospitality declarations that are submitted via Microsoft Forms through to HR Approval and notify declarants when they’ve been approved or rejected. 
  • Automate an approval to your manager when a document is moved to a OneDrive folder called “Ready for Review”. Based on your manager’s response, the document will be moved to a folder called “Needs rework” or “Approved”. 
A screenshot of the steps involved in automating workflows in Power Automate.
Power Automate's easy to use drag-and-drop interface makes automating workflows simple.

Enhance Productivity with Instant Flows 

Power Automate’s instant cloud flow plans enable you to execute actions instantly without delay. Whether it’s document upload, data processing, or data loss prevention, you can handle a wide variety of tasks with minimal manual effort. Its user-friendly interface makes it easy for anyone in the company to create advanced workflows. 

  • Create a button for your phone to automate an email to your team that you’re sick and not coming into work that day and submit a leave request through your HR system.

Automate Across Desktop Flows 

Take your automation capabilities to the next level with desktop flows. You can automate tasks in your manual processes on desktop applications, extending automation beyond just web-based processes. Say goodbye to repetitive manual tasks on your desktop and let automation do the heavy lifting for you with the power of Robotic Process Automation (RPA).

  • Do you have two legacy systems with no way of transferring data between them? Create a desktop flow that records the actions of copying and pasting one data entry between systems and let the automation repeat those steps for the entire database!

Powerful Integrations with Power Apps 

When combined with Power Apps, Power Automate’s got nearly unlimited potential. Seamlessly integrate your apps and automate data flows between them. Your business processes will be streamlined, and your entire company will benefit from the power of automation.

A screenshot of the steps involved in how to create workflows in Power Automate.

Utilise the whole Microsoft and Office 365 suite 

And just like that, you’ve unlocked a whole new world of automation with Power Automate and the Power Platform. By leveraging its underrated techniques, you can streamline your workflow, save time, and banish repetitive tasks to the netherworld. With its excellent workflow automation capabilities, this Power Automate has become an essential tool for any business looking to enhance productivity and efficiency. 

If you want to make the most of the wide range of complex tools in the Power Platform, Propelle is here to help. Our Microsoft consultants know the ins and outs of Automate, Power BI, and of course Office 365 – give us a buzz for a personalised approach to your individual workflow solutions, removing manual tasks and giving you back time in your day. 

FAQs about Power Automate 

Can I integrate Power Automate with Power BI? 

The integration between the two tools enables you to automate data collection, analysis, and reporting using Power BI and its powerful insights. Additionally, you can seamlessly connect Power BI with other services like Office 365 and Google Drive to enhance your data analysis capabilities. 

Does Power Automate support complex tools and advanced workflows? 

Yes, it is an intuitive interface that offers advanced workflows, making it suitable for handling complex tasks and business processes. You can create custom automated solutions that combine manual tasks, Cloud Flows, and desktop flows for a streamlined and efficient workflow. 

What are the different flow plans available for Power Automate? 

There are various flow plans, including free, per-user, and per-business plans, catering to different business needs. Whether you are a solo entrepreneur or an entire company looking to implement automation, Power Automate has the right plan for you. 

Can Power Automate be used for loss prevention? 

Absolutely! Power Automate can be employed to set up automated processes that prevent data loss and ensure data security. By creating advanced workflows that handle approval workflows, manual processes, and document upload with enhanced security features, you can minimize the risk of data loss and unauthorized access. 

How can Power Automate benefit my business? 

By automating tasks and processes, Power Automate saves time, reduces manual effort, and increases productivity across the entire company. You can streamline email attachments management, automate manual tasks, and integrate with various services like Office 365, Google Drive, and other cloud-based applications to unlock the full potential of automation.