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.
