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Automating Tasks with Power Automate

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This course is specifically designed to give you an understanding of what Microsoft Power Platform is and what kind of business value it can provide you and your organization.

Learning Objectives

  • Explain each application, what it does, and when to use which given a situation
  • Understand how Power Platform communications with other Microsoft Products 
  • Understand administrative tasks and determine from which admin center they can be accessed
  • Define Data Loss Prevention Policies and understand security options within Power Platform

Intended Audience

This course is for anyone who wants to understand the core components within the Power Platform and who wants additional insight into how their data connects within it.


To get the most out of this course you should already have a basic understanding of Power Platform.


Previously known as Microsoft Flow, Power Automate lets users automate repetitive tasks by creating something known as a flow. A flow is essentially the steps which are taken to automate some business process and these steps can be 1 of 2 types, either a Trigger or an Actions. Triggers are events that start or “Trigger” a cloud flow where an Action is a task that starts once a trigger is engaged.

A trigger could be many things but a few examples include:

  • You receiving an email
  • Someone filling out a form 
  • When a file is modified
  • Or even something as simple as manually pushing a button

After any trigger there is an action that follows, in the case of receiving an email maybe you want to manually save that email file to your onedrive, in which case, the trigger would be receiving the email and the action would be saving the file into your onedrive. 

There are many types of flows you can create with a wide range of triggers and actions to create simple or more in-depth flows. Understanding triggers and actions is important to understanding the different types of flows. There are Cloud flows, Desktop flows, and Business Process Flows.

Cloud Flows could be:

  • An automated flow, where the trigger is an event such as receiving a teams message
  • Instant flows, where the trigger is a user manually starting a flow with something like a button press
  • Or a Scheduled flow, where the trigger is a time frame and happens on a schedule

A Desktop flow is a little bit more complicated in that it allows for Robotic process automation. This essentially allows you to record certain actions on your desktop or web browser and afterwards allows you to trigger a flow to automatically go through the same process. And finally, we have Business Process Flows. Think of Business Process flows as a step-by-step guide for users to follow. It essentially leads users through a set of predefined interactions that need to come to a conclusion. An example of this would be something like an IT support technician service flow.

You could create a Business Process flow and have all IT technicians follow the same processes guiding them to the conclusion of how to categorize that support request. Much like Power Apps, Power Automate can interact and communicate across many different tools with the use of connectors making it an incredibly versatile tool for streamlining repetitive business processes. And since Power automate also has pre-built templates and uses a simple drag and drop user interface it makes it easy for anyone to make their own flows without knowing coding.

About the Author
Learning Paths

Lee has spent most of his professional career learning as much as he could about PC hardware and software while working as a PC technician with Microsoft. Once covid hit, he moved into a customer training role with the goal to get as many people prepared for remote work as possible using Microsoft 365. Being both Microsoft 365 certified and a self-proclaimed Microsoft Teams expert, Lee continues to expand his knowledge by working through the wide range of Microsoft certifications.