I’m currently helping to deploy Power Automate as a self-service automation tool. As part of that effort, I’ve been hosting weekly half an hour webinars where we build sample flows. So far we’ve worked with triggers and actions from Teams, Office 365 Outlook, Forms, SharePoint, Approvals, Excel Online, and User 365. And when you understand a little bit of the underlying architecture, these applications work together so well in Power Automate. But, there is almost always a little bit of extra context or explanation required. Earlier this week, I posted a write-up of the things you need to know for building flows with Forms. And now, I’m going to dive into what you need to know to update Excel with Power Automate.Read More »How to Update Excel with Power Automate
Getting Started with PowerAutomate
This series is for new PowerAutomate users. Learn the basics and start building!
This week I’m showing users how to build a Power Automate flow using Microsoft Forms. The flow triggers when a form submission is received. However, there’s more than one way to create a form, and there’s quite a lot you need to know about forms before building in Power Automate, so I’m dedicating a post just to help users with Microsoft Forms. Read on to learn more.Read More »Working with Microsoft Forms in Power Automate
I’ve been doing a lot of Power Automate training lately, and I always ask one of the new users to drive so that I don’t go thru the demo too quickly. This is a great idea if everything goes smoothly. Spoiler….everything did not go smoothly. The Microsoft Team/SharePoint site that we needed to work with did not exist in the user’s drop-down list in the action. Not only did it not exist for my demo user. It didn’t exist for a lot of people, so this was a big problem. There is an easy fix though! Read on to learn how to fix this issue.Read More »SharePoint Site Missing in Power Automate
This week’s post explains how to create an approval flow in Power Automate using SharePoint triggers that will notify an approver that something is waiting on their approval, allow the approver to approve or reject, post a message in Teams, and move the document when the process is complete. Read on for step-by-step details.Read More »Create An Approval Flow in Power Automate
When I first started working in Power Automate, I didn’t know how to see what dynamic content an action produced and what the values would look like. That’s why this post explains simple steps to understand the dynamic content in Power Automate.Read More »How to Decipher Dynamic Content in Power Automate
Are you new to Power Automate and still wondering what you can do with it? This post explores what you can do with Office 365 Outlook triggers in Power Automate. It is one of six trigger-focused posts that are part of my Learning Power Automate series. Read on to learn more.Read More »What Can You Do With Office 365 Triggers in Power Automate?
The first time I ever worked with file system actions in Power Automate, I spent 2 hours trying to get the flow to run correctly. It was infuriating. I struggled that long because the errors shown had nothing to do with the actual problem. Also, Microsoft has some conventions that can lead you down the wrong path. Read this post before using File System actions to avoid major roadblocks.Read More »Combatting File System Frustration in Power Automate
I’m about to kick off a series of mini webinars on building in Power Automate. Before that start, users should understand connections and why it’s important to keep tidy connections in Power Automate. Read on to learn more.Read More »Two Reasons to Keep Tidy Connections in Power Automate
Welcome to post number four in my series on learning Power Automate. The first post covered menus and navigating. Post two introduced triggers and actions. Post three provided the things you need to know for your first build. This post discusses troubleshooting in Power Automate. Read on to learn what to do when your flow isn’t flowing.Read More »Troubleshooting in Power Automate
Welcome to post number three in my Power Automate for beginners series. The first post explained how to navigate Power Automate menus. The second covered triggers and actions. This post provides useful information for your first builds based on what I struggled with when first learning Power Automate. Read on to learn more about building and developing in Power Automate.Read More »Building & Developing in Power Automate