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Full Description
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 DescriptionWhether 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 requiredWhat 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 forThis 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.
Contents
Table of Contents
Introducing Microsoft Power Automate
Getting Started with Power Automate
Working with Email
Copying Files
Creating Button Flows
Generating Push Notifications
Working with Shared Flows
Working with Conditions
Understanding Expressions and Functions
Getting Started with Approvals
Working with Multiple Approvals
Posting Approvals to Teams
Using Databases
Working with Microsoft Forms
Posting to Slack
Accepting User Input
Automating Entra ID
Introducing Robotic Process Automation
Contributing to an Access Database with RPA
Automating Webpages with RPA
Introducing AI Models and Generative AI
Creating a Sentiment Analysis Flow
Using Copilot to Create and Manage Flows
Using Generative AI to Summarize Documents
Exporting, Importing, and Distributing Flows
Monitoring and Troubleshooting Flows
Governance in the Power Platform
