Intro

Learning Microsoft Power Automate is straightforward. In [x] minutes, you can build your automated workflows and even learn to use AI 🙂

Learning Objectives

• Overview of Power Automate
• Build a Power Automate flow
• Use AI in your flows

Description

• Login at office.com and navigate to Power Automate (click the nine dots in the upper left corner)
• Create a simple flow that saves email attachments to a OneDrive folder
• Download the sample documents. You can also find them here: https://docs.microsoft.com/en-us/ai-builder/form-processing-sample-data
• Create an Excel sheet with a table (headers: Date, Invoice No, Vendor, Customer, Tax, Total)
• Create a manually triggered flow that lets the user upload a document, then run and
  • Extract information out of the documents (Date, Invoice No, Vendor, Customer, Tax, Total)
  • Add the data to the Excel table
• Modify it to run when a new file is created in OneDrive automatically

Hints

• Use the Templates sections to get to learn and get new ideas
• The Excel data needs to be formatted as a table
• Power Automate can only read documents from OneDrive, Sharepoint, etc.

Video Guide