Microsoft Power Automate Cookbook

Book description

Despite recent advances in technology, software developers, enterprise users, and business technologists still spend much of their time performing repetitive and manual tasks. This cookbook shows you how to level up your automation skills with Power Automate to drive efficiency and productivity within your organization.

Author Ahmad Najjar provides recipes to help you complete common tasks and solve a wide range of issues you'll encounter when working with Power Automate. This cookbook guides you through fundamental concepts as well as intermediate-to-advanced Power Automate activities—everything from understanding flow components to automating approvals, building business process flows, and integrating Power Automate with other applications and services. You'll also learn how Microsoft 365 services correlate and integrate with Power Automate.

This cookbook shows you how to:

  • Use Power Automate to create a standard workflow
  • Integrate Power Automate with other applications and services
  • Leverage other Power Platform tools with Power Automate
  • Use Power Automate to work with files and build basic business process flows
  • Send notifications and reminders using Power Automate
  • Build robotic process automation flows using Power Automate Desktop
  • Trigger workflows on demand
  • Administer and govern Power Automate flows

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Table of contents

  1. Brief Table of Contents (Not Yet Final)
  2. 1. History of Automation
    1. 1.1. Life before automation
    2. 1.2. Life Before BPA
    3. 1.3. People & automation
    4. 1.4. What is Microsoft Power Automate?
    5. 1.5. Microsoft Power Platform
    6. 1.6. Connectors
    7. 1.7. What makes a flow?
    8. 1.8. Power Automate automation types
    9. 1.9. Power Automate & Microsoft 365
    10. 1.10. Power Automate: When and Why?
    11. 1.11. Conclusion
  3. 2. Getting Started with Power Automate
    1. 2.0. Introduction
    2. 2.1. Creating your first flow
    3. 2.2. Mobile app
    4. 2.3. Conclusion
  4. 3. Working with Notifications
    1. 3.1. Email notifications
    2. 3.2. Push notifications
    3. 3.3. Other notification types
    4. 3.4. Conclusion
  5. 4. Power Automate & SharePoint
    1. 4.1. SharePoint & Automation
    2. 4.2. Posting a message on Slack and sending an email to the assignee when an issue is created
    3. 4.3. Posting a message on Slack when an issue status has been modified
    4. 4.4. Sending an email when an item has been deleted
    5. 4.5. Sending a reminder email for tasks due by tomorrow
    6. 4.6. Sending employees birthday emails
    7. 4.7. Conclusion
  6. 5. Working with Files
    1. 5.1. Working with files in OneDrive and SharePoint
    2. 5.2. Saving email attachments to OneDrive for business
    3. 5.3. Moving documents between SharePoint libraries
    4. 5.4. Archiving SharePoint documents
    5. 5.5. Converting a Word document to PDF
    6. 5.6. Conclusion
  7. 6. Power Automate & Microsoft Forms
    1. 6.1. What is Microsoft Forms?
    2. 6.2. The History of Microsoft Forms
    3. 6.3. Saving Microsoft Forms response to SharePoint
    4. 6.4. Send an email to responder when response submitted
    5. 6.5. Conclusion
  8. 7. Power Automate & Microsoft Teams
    1. 7.1. The History of Microsoft Teams
    2. 7.2. Posting the weather forecast to a Teams channel
    3. 7.3. Posting a message on Slack when a message is posted on Teams
    4. 7.4. Posting a message to Microsoft Teams when an email arrives
    5. 7.5. Sending a report of existing teams and channels
    6. 7.6. Conclusion
  9. 8. Power Automate & Approvals
    1. 8.1. Manual approvals and characteristics
    2. 8.2. The importance of approvals automation
    3. 8.3. Approvals from SharePoint to Microsoft 365
    4. 8.4. Requesting expense approval
    5. 8.5. Requesting document content approval (Sequential approval)
    6. 8.6. Requesting vacation approval (Parallel approval)
    7. 8.7. Requesting proposal approval (Approval w. escalation)
  10. 9. Power Automate Instant Flows
    1. 9.0. Introduction
    2. 9.1. Taking a sick leave
    3. 9.2. Requesting a daily leave
    4. 9.3. Simulating a Warehouse Doorbell
    5. 9.4. Sending a document for (ad-hoc) approval in SharePoint
    6. 9.5. Registering guest visit
  11. 10. Power Automate & Dataverse
    1. 10.0. Introduction
    2. 10.1. Power Automate and Dataverse Integration
    3. 10.2. Following up with newly added customers
    4. 10.3. Generating a weekly report on newly added leads
    5. 10.4. Syncing tickets in SharePoint from Dataverse
    6. 10.5. Conclusion
  12. About the Author

Product information

  • Title: Microsoft Power Automate Cookbook
  • Author(s): Ahmad Najjar
  • Release date: June 2025
  • Publisher(s): O'Reilly Media, Inc.
  • ISBN: 9781098142766