Workflow Automation with Microsoft Power Automate: Design and scale AI-powered cloud and desktop workflows using low-code automation - Couverture souple

Aaron Guilmette

 
9781836649632: Workflow Automation with Microsoft Power Automate: Design and scale AI-powered cloud and desktop workflows using low-code automation

Synopsis

Build intelligent automations with AI, RPA, and Microsoft 365 to streamline work and reduce manual tasks

Free with your book: DRM-free PDF version + access to Packt's next-gen Reader*

Key Features

  • Build flows faster using Copilot, AI Builder, and Gen AI tools
  • Learn to create robust cloud and desktop automations through real-world examples
  • Implement best practices for security, governance, and monitoring

Book Description

Whether you're automating a daily task or implementing automation at scale, this third edition gives you everything you need to succeed. This practical guide makes automation accessible, helping you streamline operations using low-code cloud flows, desktop RPA, and AI tools built into Microsoft Power Automate.

You’ll begin by building foundational skills through easy-to-follow tutorials that show how to automate actions across Outlook, Teams, SharePoint, Slack, and more. From there, you'll level up to integrating approvals, databases, and Forms, handle complex scenarios such as sequential and parallel approvals, and manage shared flows.

The book explores Power Automate’s robotic process automation capabilities, teaching you how to automate legacy applications, web interfaces, and Access databases. With expanded coverage of AI Builder, sentiment analysis, Copilot, and document summarization using generative AI, you'll gain hands-on experience creating intelligent, responsive workflows that drive efficiency.

Written by a Microsoft 365 expert, this third edition adds 8 new chapters along with guidance on governance, compliance, and enterprise deployment, making it a complete guide for anyone looking to get started or scale automation with Power Automate.

*Email sign-up and proof of purchase required

What you will learn

  • Build cloud flows using triggers, connectors, and actions
  • Use Copilot and generative AI to create and edit flows
  • Automate desktop tasks with Power Automate for Desktop
  • Create approval processes for Teams, Slack, and email
  • Connect Power Automate to Dataverse, Forms, and SQL
  • Implement error handling, monitoring, and troubleshooting
  • Govern and scale automations using best practices

Who this book is for

This book is ideal for information workers, citizen developers, and Power users looking to automate workflows across Microsoft 365, Teams, Outlook, and third-party platforms. Basic familiarity with Microsoft 365 is recommended.

Table of Contents

  1. Introducing Microsoft Power Automate
  2. Getting Started with Power Automate
  3. Working with Email
  4. Copying Files
  5. Creating Button Flows
  6. Generating Push Notifications
  7. Working with Shared Flows
  8. Working with Conditions
  9. Understanding Expressions and Functions
  10. Getting Started with Approvals
  11. Working with Multiple Approvals
  12. Posting Approvals to Teams
  13. Using Databases
  14. Working with Microsoft Forms
  15. Posting to Slack
  16. Accepting User Input
  17. Automating Entra ID
  18. Introducing Robotic Process Automation
  19. Contributing to an Access Database with RPA
  20. Automating Webpages with RPA
  21. Introducing AI Models and Generative AI
  22. Creating a Sentiment Analysis Flow
  23. Using Copilot to Create and Manage Flows
  24. Using Generative AI to Summarize Documents
  25. Exporting, Importing, and Distributing Flows
  26. Monitoring and Troubleshooting Flows
  27. Governance in the Power Platform

Les informations fournies dans la section « Synopsis » peuvent faire référence à une autre édition de ce titre.

À propos de l?auteur

Aaron Guilmette is a Principal Architect at Planet Technologies, an award-winning Microsoft Partner focused on the Public Sector. As an author of over a dozen IT books, he specializes in identity, messaging, and automation technologies. Previous to Planet Technologies, Aaron was a Senior Program Manager for Microsoft focusing on Microsoft 365 Customer Experience. When he's not writing books or tools for his customers, Aaron can be found tinkering on cars.

Les informations fournies dans la section « A propos du livre » peuvent faire référence à une autre édition de ce titre.