Scribd
Upload
18 views

Powerautomate User Guide

Hi

Uploaded by

sunilsingh5789
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
18 views

Powerautomate User Guide

Hi

Uploaded by

sunilsingh5789
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 2

Microsoft Power Automate

Quick Reference Guide


This guide provides an overview of how to get started using Power Automate to create workflows which can be scheduled, triggered manually, or
automatically performed based on actions.

Accessing Microsoft Automate


1. Visit the Office 365 portal (https://www.office.com/); login with Northwestern University credentials or go to your Microsoft apps.
2. Select Power Automate.

Creation Menu Overview


Start from blank:
Create a new workflow from scratch,
Navigation Options:
selecting the appropriate trigger type.

Action Items: View active or


completed Power Automate Start from a template:
Approvals.
Create workflows from a large library
of ready-to-use templates for many
My Flows: View and edit
different apps.
workflows that you have
created or thatmjo have been
shared with you.

Create: Create a workflow.

Templates: View the full Start from a connector:


library of template workflows.
Create workflows from a connector.
Connectors: Manage Select the application to see
connections to applications. templates and triggers for that app.

Premium Features: Data, AI


Builder and Solutions are
premium features. Contact IT
for more information.
Designer Overview

Dynamic Content:
Workflow Trigger:
Dynamic content, or information
Every workflow starts
from another step in the workflow,
with a trigger action.
can be added fields in other
Triggers can be
actions. If you can connect to the
scheduled, manual,
data source, you can use that
or automatic when a
information in other steps of
specific event occurs.
workflow. Example: The subject
line of an email that triggered the
Workflow Actions: workflow can be added to an excel
Actions are the list later in the workflow.
building blocks of
workflows. You can
choose from Expressions:
hundreds of actions Expressions can be used to apply
to decide what your formulas or functions to
workflow does next. information within an app. This
can also be applied to dynamic
content selected throughout the
workflow.

Development Reminders:
• Users do not need access to a workflow in order to trigger it through the trigger actions.
• Actions will be performed as the user who created that action (Example: Send an email will send from the account of the user who
created the step).
• Workflows do not auto save. Workflows must be saved manually.
• When you share a workflow, it will be moved to the “Team flows” tab within “My flows”.

Support
While Northwestern IT supports the installation of Office 365, support is not offered for individual applications. If you do not find resources here directly related to
your needs, please visit LinkedIn Learning, or Microsoft support and search for specific information.

You might also like