Microsoft Power Automate, formerly called Microsoft Flow, is cloud-based software that allows employees to create and automate workflows and tasks across multiple applications and services without help from developers. Automated workflows are called flows. To create a flow, the user specifies what action should take place when a specific event occurs.
Once a flow is built, it can be managed on the desktop or through an app on a mobile device. Power Automate integrates with various Microsoft services and apps, including Power BI, PowerApps, Dynamics 365 and Microsoft 365.
Power Automate everything from simple push notifications and content management to complex business processes with defined steps and stages. Below, explore the primary uses of Power Automate.
The most common use of Power Automate is to trigger notifications. When a new lead is added to Microsoft Dynamics CRM, for example, an automated workflow can send sales representatives an email or text message with details about the lead.
Power Automate can also be used to copy files. For example, when a new file is added to DropBox or OneDrive for Business, an automated workflow can instantly post a copy of the file to SharePoint.
Power Automate is also used to collect data. For instance, if the user wants to see what people are saying about a particular brand, they can create a trigger that will capture new tweets that mention the brand and put a copy of each tweet in a SQL database for sentiment mining.
The Power Automate Bot works within Teams workspaces. Using the bot, employees can trigger flows within team conversations. One example use, provided by Microsoft, is team members can run a flow that sends a text message to a support engineer to flag an issue or to log an issue in an Excel spreadsheet.
Power Automate does not just integrate with other Microsoft products. It can be used with a wide variety of apps and services — what Microsoft calls connectors — including Salesforce, SQL Server, Twitter, Box, DocuSign, Slack, Skype and Google Drive. A connector is an API proxy that allows these services to connect to Power Automate, as well as PowerApps and Azure Logic Apps, in the cloud.
Users can take advantage of an extensive library of prebuilt flows, also known as templates. Example templates include the ability to do the following:
If none of the templates fit the process that needs to be automated, users can also make their own flows. Power Automate is designed so that nontechnical staff can automate workflows without the help of a developer. The Power Automate Admin Center allows an administrator to manage users, permissions and roles and ensure that employee-created flows comply with data loss prevention policies.
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