Help & Resources: Microsoft Automate

Table of Contents

• Getting started

• How to

  • Using approval flows

• Troubleshooting

Getting started

• Creating a new workflow

• Create your first flow (Microsoft's documentation)

• Learn about different types of flows:

  • Automated flows - trigger a flow when a specific event occurs (e.g. you receive an email with a keyword in the subject)

  • Instant/button flows - trigger a flow by clicking a button on your device, including mobile devices

  • Scheduled flows - set date/time criteria to trigger a prescheduled flow

How to

• Trigger a flow based on email properties

• Use Power Automate in Teams

• Create flows in OneDrive

• Use the "Apply to each" action to process a list of items periodically

Using approval flows

• Create and test an approval flow

• Create approval flows with attachments

• Manage sequential approvals

• Create an approval flow that requires everyone to approve

• Use Markdown in Power Automate approval requests to add rich text formatting

Troubleshooting

• Troubleshooting a flow

• Find and fix errors with Flow Checker

• Watch your flows in action to review its inputs and outputs

• Monitor activity in Power Automate from your phone

Get help from OIT

• Visit the Automated Workflow: Microsoft Automate page to create a ticket