Microsoft Power Automate - General How-To Use Guide
Microsoft Power Automate is a powerful tool used to create and automate business processes. This documentation aims to help guide you through the process of learning how to build Workflows using Microsoft Power Automate. For more general documentation about MS Power Automate, please find that here.
If you want to use Authentise's connector, check that our here!
Benefits of MS Power Automate:
Automate multiple Processes
Increase productivity & ROI
Gather and share critical data
Receive instant notifications of events
Build intelligent workflows
Build and link 3rd party Connectors
T
ypes of Flows:
Automated flow
Instant flow
Scheduled flow
UI flow
Business Process Flow
And more! They are adding new functionality all the time!
Working with Connectors:
Automate multiple application Workflows
Connect key applications
300+ Connectors available
Increase efficiency
Use MS generated workflows for your Connector
Connectors overview
How to use Built-in Connectors by Microsoft
Go to Home page > Connectors > list of Connectors
Click on Connector > List of Connectors by MS (Google drive example)
How to create a Connector
Click on Connector > Create Flow
Working with pre-installed Connectors is a great way to automate your Workflow as Microsoft has multiple Connectors linked to the current software we use daily.
If you want to make custom requests to Authentise, consider using the HTTP Connector. It's uses are nearly limitless in terms of what you can automate when interacting with our software! Using this connector and a bit of understanding our API and you can quickly do things like automate the bulk upload of Orders!
Types of Flows
Scheduled Cloud flow from Blank
Go to My Flows > New Flow > Scheduled cloud flow
Add Flow name > Date > Flow time
Choose Connector > Triggers > Actions
Choose Connector > Fill in Action > Save
Follow the same process for adding multiple Steps to the flow
Completed Flow
Scheduled Flows are essentially auto Flows which run at specified times. Scheduled Flows are helpful for uploading/sharing data; for example, at 5 pm every Tuesday, Flow is scheduled to upload a report to SharePoint.
Automated Workflow
How to create an Automated Workflow
Go to My Flow > New Flow > Automated Flow
Name > Trigger
Add New steps to Flow & Save
Test Flows
On the Right-hand side click Test icon > Manual or Automatically Test > Click Test
Successful Test Run
To Ensure all Flows operate, testing is critical. Tests help identify issues and benefits. Positive tests will show you the quality of Flow; negative tests highlight discrepancies in the process and room for improvement.
Email notifications
Successful Flows will trigger a notification on all platforms connected to the Workflow.