Getting started with Power Automate

In this article, we will learn about how to set up Microsoft Power Automate and also, we are going to see a brief walkthrough of the environment.

Power Automate is a simple tool that allows you to automate any task. To use power automate we need to make sure that we have the right environment to use it. The first thing we need to do is simply go to the official website of Microsoft Power Automate.

  • Once you're here, you need to create a business account, not a personal account. Business accounts allow you to access more advanced features and tools that personal accounts don't let you do. We just want to make a free account.
  • Click the Try free button. This will open a little textbox for your email.
  • Type the email of your workplace, or an email that doesn't end with Gmail or Yahoo. Remember, we are creating a business account, not a personal account. If you type your personal email it will give you a warning.
  • After entering your email, click on Start free.
  • If you want to create a business account, you can simply create a temporary email.
  • In the first step, they'll ask you if you have got this email from company. Click on Yes.
  • Fill in your details like Name and Password. The verification code would be sent to your email. Click on Next.
  • It will give you a conformation of signing up. Also, your email would be your user ID. Click on Get Started.
  • Now, the signup process is done. Sign in into your account with your user ID and password.
  • After signing into your account. You'll land on Home page, this is basically our Microsoft Power Automate environment. Now let's take a quick tour of our development environment.

Microsoft Power Automate Layout

  • Here, we have Home page, which is pretty basic that gives you some basic information. On the left side, we have different sections that we can look at, if you just click those above three bars you can see the different sections that we have.
  • On the left side panel, We have Action items that show the status of Approvals and Bussiness Process Flow.
  • Next, we have the My flows section. This is where you create the flows. Once you start creating flows, you'll be able to see all of them here. Here, you can import flows if you want them.
  • The Create section will actually allow you to create the different flows so you can start from a blank flow, create from a template, or you can create for the connector.
  • Templates are flows that are already been created by other people which are very easy to set up. For example, if you want to setup a flow that saves email attachments from Outlook to Dropbox, we already have it here as a template flow.
  • Connectors are basically different applications that can serve as triggers, conditions, or actions to your flow. For example, you can have something in Planner that triggers something in 365 Outlook or you can have something in YouTube that triggers something in GitHub. There are countless different versions of combinations of things you can put together.
  • There are a lot of different connectors that are automated right out of the box. You can integrate your own connectors as well.
  • Data and AI Builder are the more advanced features like gaining value from your data and adding intelligence to your processes.
  • The Monitor section is to monitor the cloud flow activity or desktop flow.
  • Process Advisor (Preview) records and analyzes your manual business tasks.
  • Solutions, are used for packaging up an application for a movement to another environment or to an external customer. It basically, address deployment needs by allowing you to export and import a set of flows. And then there is also Learn, which basically takes you to the power automate documentation.
  • On the right-hand side, there is a Help button to guide. We can also customize a few settings, such as we can change our theme and some other basic stuff in the Settings button.
  • We also, have the Profile section which shows your profile as well.

As you can see, the environment is very friendly and fun to work in. So those were the different pages or sections that are available in Power Automate.

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