Workflow Automation with Microsoft Power Automate

Table of contents

1. Title Page
2. Copyright and Credits
   1. Workflow Automation with Microsoft Power Automate
3. Dedication
4. About Packt
   1. Why subscribe?
5. Contributors
   1. About the author
   2. About the reviewers
   3. Packt is searching for authors like you
6. Preface
   1. Who this book is for
   2. What this book covers
   3. To get the most out of this book
      1. Download the color images
      2. Conventions used
   4. Get in touch
      1. Reviews
7. Section 1 - What is Power Automate?
8. Introducing Power Automate
   1. What is Power Automate?
   2. Choosing what to automate
   3. Reviewing general terminology
      1. Business process
      2. Workflow
      3. REST
   4. Learning Power Automate terminology
      1. Flow
      2. Connectors
      3. Triggers
      4. Actions
      5. Branching
      6. Conditions
      7. Common Data Service
      8. Gateways
      9. Steps
      10. Templates
   5. Summary
9. Section 2 - Basic Flow Concepts
10. Getting Started with Power Automate
    1. Logging in to Power Automate
       1. End user web portal interface
       2. Mobile app interface
       3. Admin interface
    2. Creating your first flow
       1. Understanding the flow components
       2. Creating and executing the flow
    3. Summary
11. Working with Email
    1. Learning about email connectors and actions
    2. Working with email
       1. Receiving email
       2. Handling attachments
          1. Creating the flow
          2. Verifying completion
       3. Sending email
    3. Summary
12. Copying Files
    1. Learning about file connectors and actions
    2. Working with files
       1. Copying files to SharePoint
          1. Verifying the results with the test flow
          2. Verifying the results manually
       2. Publishing files to Dropbox
          1. Verifying the results
    3. Summary
13. Creating Button Flows
    1. Learning about button flows
    2. Creating a button flow to email a manager
    3. Executing a button flow
    4. Summary
14. Generating Push Notifications
    1. Learning about push notifications
    2. Configuring a notification for emails from your manager
       1. Introducing conditions
       2. Creating the flow
    3. Reviewing a notification
    4. Summary
15. Working with Team Flows
    1. Understanding team flows
    2. Sharing a flow with your team
    3. Sharing a flow with run-only permissions
    4. Managing team flows
    5. Summary
16. Section 3 - Intermediate Flow Concepts
17. Working with Conditions
    1. Understanding condition operators
    2. Using expressions and multiple conditions
       1. Adding multiple conditions
       2. Adding condition groups
    3. Summary
18. Getting Started with Approvals
    1. Understanding Common Data Service
    2. Creating an approval flow
       1. Creating a SharePoint site and list
       2. Creating an approval
       3. Adding calendar events and notifications
       4. Starting the flow
    3. Responding to approvals
    4. Summary
19. Working with Multiple Approvals
    1. Working with sequential approvals
    2. Working with parallel approvals
    3. Working with advanced scenarios
       1. Mixed approval types
       2. Everyone must approve
    4. Creating a basic sequential approval
       1. Configuring prerequisites
       2. Creating the flow
          1. Creating the trigger
          2. Creating the first-stage approval
          3. Creating the second-stage approval
          4. Completing the flow
       3. Testing the flow
    5. Exploring further options
    6. Summary
20. Posting Approvals to Teams
    1. Understanding the flow
    2. Configuring prerequisites
       1. A SharePoint site
       2. Flow user bot for Teams
    3. Configuring an approval flow to use Teams
       1. Getting the request's information
       2. Creating the approval
       3. Returning the response
    4. Testing the flow
       1. Requesting the approval
       2. Approving the request
       3. Reviewing the response
    5. Summary
21. Using a Database
    1. Understanding database connectors, triggers, and actions
       1. Triggers
       2. Actions
    2. Adding database content
       1. Creating a server
       2. Creating a database
       3. Creating a database table
    3. Creating a connection to a database
    4. Adding content to a database
       1. Creating the flow
       2. Executing the flow
       3. Verifying the flow
          1. Reviewing the run history
          2. Reviewing the SQL data
    5. Summary
22. Working with Microsoft Forms
    1. Understanding the Forms connector triggers and actions
       1. Triggers
       2. Actions
    2. Creating a basic form
    3. Processing a form with Power Automate
    4. Testing the flow
    5. Verifying the result
       1. Reviewing the run history
       2. Reviewing the SQL data
    6. Summary
23. Accepting User Input
    1. Understanding the user input options
    2. Creating a flow that uses all input types
       1. Configuring the prerequisites
       2. Creating the flow
       3. Executing the flow
       4. Verifying the flow execution
    3. Summary
24. Section 4 - Administering the Power Automate Environment
25. Exporting, Importing, and Distributing Flows
    1. Exporting a flow
    2. Importing a flow
    3. Distributing a flow
       1. Sending a flow via Power Automate
       2. Publishing a flow to the template gallery
    4. Summary
26. Monitoring and Troubleshooting Flows
    1. Monitoring flows
       1. Viewing a run history
       2. Resubmitting a flow
    2. Reviewing email error reports
    3. Resolving authentication errors
    4. Examining detailed errors with the flow checker
    5. Understanding error codes
    6. Finding additional resources
    7. Summary
27. Other Books You May Enjoy
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