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Course Outline
Module 1 – Introduction to Power Automate
What is Power Automate and what can be automated?
- Positioning within the Microsoft 365 ecosystem: relationship with Teams, SharePoint, Outlook, OneDrive
- Types of flows: Cloud Flows (Automated, Instant, Scheduled) vs Desktop Flows
- (RPA) – overview
- Concrete use cases: notifications, approvals, data collection, file processing
- Live demonstration: a functional flow – 'if someone adds a document to'
- SharePoint, send an automatic email'
- Platform limits: what Power Automate does NOT do well
Navigating the Interface and Initial Settings
- Accessing the make.powerautomate.com portal
- Menu overview: My Flows, Templates, Connectors, Monitor
- Browsing available templates – how to find starting points
- Overview of key connectors: SharePoint, Outlook, Teams, Excel, OneDrive
- Guided exercise: each participant activates their account and explores the interface
Module 2 – Anatomy of a Flow: Triggers, Actions, Conditions
Fundamental concepts: trigger → action
- What is a trigger? Types: automatic (event), instant (manual), scheduled
- Selecting the appropriate trigger for each scenario
- Actions and connectors: the concept of 'operations' – Get, Create, Update, Send
- Dynamic Content: how data 'flows' from one step to another
- Exercise: creating a 'Hello World' flow – manual trigger → send email to self
Conditions and Decision Logic
- Control: Condition (If/Yes/No) – basic structure
- Comparison operators: is equal to, contains, is greater than, is empty
- Control: Switch – for scenarios with multiple variations
- Nested conditions: conditions within conditions
- Exercise: flow with condition – 'if the value in the Status column is "Pending" send a notification, otherwise ignore'
Variables and Basic Expressions
- Initialize Variable, Set Variable, Append to string variable
- Frequent expressions: formatDateTime(), concat(), length(), empty()
- Utility of variables: counters, dynamic texts, data accumulation
Module 3 – Integration with SharePoint and Microsoft Lists
SharePoint Connector – Essential Operations
- SharePoint triggers: When an item is created, When an item is modified, When a file is
created - Actions: Get item, Get items (with OData filters), Create item, Update item
- Data filtering with OData: 'add filter query' – practical examples
- Working with SharePoint columns: Choice, Person, Date, Lookup – how to access them in flows
- Guided exercise: when a new item is added to the list, send an email notification with the
item data
Module 4 – Custom Email and Apply to Each
- Sending custom emails based on document type
- Trigger: When a file is created (SharePoint Document Library)
- Retrieving file properties and metadata (document type, author, date)
- Control: Apply to Each – iteration over lists of people or documents
- Using a 'Person or Group' column to extract recipient email addresses
- HTML formatting of the email – how to create professional messages with tables and bold text
- Exercise: uploading a file to SharePoint triggers sending emails to the list of persons defined
in metadata
Module 5 – Looping Reminder with Escalation
Reminder flow with escalation to line manager
- Flow architecture: daily/weekly scheduled trigger with filter on SharePoint
- Control: Do Until – repeating action until condition is met (field filled or max number of attempts)
- Implementing escalation: after N reminders, changing the recipient to line manager
- Delay action: delay between reminders (1 day, 1 hour, etc.)
- Update item on SharePoint: marking the status of sent reminders to avoid duplicates
- Complete exercise: a flow that checks daily if a field in the SharePoint List is empty, sends a
reminder, escalates after 3 days to manager
Error Handling and Flow Monitoring
- Run history: how to interpret runs with errors
- Configure run after: Succeeded / Failed / Timed Out / Skipped
- Sending an alert email to the administrator in case of flow failure
Module 6 – Processing Excel and Word Files
Automating Excel file processing
- Trigger: When a file is created/modified in OneDrive or SharePoint
- Excel (Online Business) actions: List rows present in a table, Add a row into a table, Get a row
- Excel structural requirements: tables must be formatted as 'Table' (Insert > Table)
- Scenario: retrieve data from Excel → automatically create items in SharePoint List
- Scenario: upon modification of an Excel file, extract values from a column and send a report via e-
mail - Guided exercise: uploading an Excel file to SharePoint triggers a flow that processes
rows and sends notifications
Automation with Word Files and Document Generation
- The concept of Word template with variables (placeholders within braces)
- 'Populate a Microsoft Word template' action – automatic population from a SharePoint list
- Saving the generated document to SharePoint and sending via email
- Scenario: upon approval of an item in the list → generate Word contract → save
to SharePoint → notify via email - Limitations of the Word action – what can and cannot be done without Premium
Module 7 – Approvals and Process Flows
Approval Flows with Approvals
- 'Start and wait for an approval' action: types of approvals (Approve/Reject, Custom
Responses) - Sending the approval request via Teams or email
- Using the approval response: Outcome, Comments – actions after approval vs. rejection
- Automatic status update in SharePoint after the approver's decision
- Approval timeout: what happens if the approver does not respond
Exercise: complete approval flow – document uploaded to SharePoint → approval request →
result notification
Best Practices and Flow Organization
- Clear naming of steps – importance of long-term readability
- Comments in flows: How to add notes
- Grouping steps with Scope for a clear structure
- Shared ownership: how to share a flow with another user / team
- Solutions vs. standalone flows – exporting and importing flows
- Introduction to Connection References – credential management
Module 8 – Final Lab and Consolidation
- Independent lab – each participant builds their own flow
- Each participant selects a scenario from their real work activity and starts building the flow
- The trainer assists individually and answers specific questions
- Suggested scenarios (alternatives): notification upon expiration of a deadline in the list / send weekly
report / collect confirmation via email
Presenting Built Flows – demo and feedback
- Each participant briefly presents their flow: what it does, what trigger it has, what it ultimately does
- Constructive feedback from the trainer and the group
- Identification of possible improvements / extensions
Requirements
No specific knowledge or competencies are required before attending the course.
14 Hours
Testimonials (3)
Practical and hands on labs on report developmemt using Power BI The labs were excellent and the trainer offered very good hands on sessions
Sinzala Sichaanji - Bank of Zambia
Course - Mastering Power Platform: Power Apps, Power Automate, DataVerse, Power BI, and Power Virtual Agents
We did quite complex examples, so we could get a feeling of how the real work with Power Automate Desktop can look like in the real world scenario.
Michal Strnad - MicroNova AG
Course - Microsoft Flow/Power Automate
Dynamic, adaptive, and informative
