Power Automate, part of Microsoft's Power Platform, is a cloud-based platform that allows you to automate tasks across your favorite apps and services. It's a low-code/no-code platform, so you don't need to be a developer to create powerful workflows.
A Power Automate workflow is a series of steps that are automatically executed when a trigger event occurs. For example, you could create a workflow that automatically sends an email when a new customer is added to your CRM system.
Workflows in Power Automate are based on triggers and actions. A trigger is an event that starts the workflow. For example, a trigger could be a new email arriving in your inbox, a file being created in a SharePoint library, or a user logging into your application. An action is a task that is performed when the workflow is triggered. For example, an action could be sending an email, creating a new file, or updating a database record.
Workflows in Power Automate can be used to automate a wide variety of tasks. Some common uses for workflows include:
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To create this type of workflow in Power Automate we need to first understand that files stored on a Team site are stored in a SharePoint site in the background. We would need to know this to find the correct template to use in Power Automate. Here is the step-by-step guide to accomplish this task:
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Written by Holly French, MOS Master.
For the past 30+ years, Holly has had a passion for software training, including instructor-led training, e-learning, instructional development, software development, software deployment, or just plain teaching a stranger how to use their computer. Her true passion is to debunk traditional training methods and train in an organized, fun, personable, knowledgeable, logical, IMPACTFUL, and easy-to-understand way, incorporating the most efficient method for everyone. Each learner is different, each day is different, each software is different, but the goal is the same...More Tricks. Less Clicks.
Holly trains all levels of the Microsoft & Adobe products including Microsoft 365, SharePoint Online, Teams, Power BI, Power Automate, Planner, and more. Holly is also a MOS (Microsoft Office Specialist) Master.
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