Power Automate 101: Understanding the Core Components of Flows

[Joseph_Fadero]

Have you ever wondered how to automate repetitive chores with Power Automate? You're not by yourself! This article is your one-stop shop for learning the fundamentals before creating your first flow.

Let's take it apart:

1. The Spark: Triggers

Think of a trigger as your flow's starting pistol. It is a triggering event.

Examples include receiving a new email, uploading a file to OneDrive, at a specific time interval and seeing a tweet with a specific hashtag.

Think of this: When a new sales leader appears in your CRM, a flow is triggered. The lead is then automatically emailed a welcome message!

1. Actions

Actions are the backbones of your flow. They are the specific actions that occur when the trigger fires the starting gun.

Action Examples: Sending an email notification, generating a project management task, or modifying a database record.

Real-World Use Case: Your flow detects a new email with an attached invoice. It then retrieves invoice information and instantly changes your accounting system.

1. Connecting the Dots: Connections

Connections function like bridges, allowing your flow to interface with a wide range of external services and apps.

Connecting to: Office 365, SharePoint, Twitter, Salesforce, and pretty much any other supported service.

Imagine this scenario: You wish to send out an automatic tweet every time a new blog article is published on your website. Your flow uses a connection to Twitter to make it happen!

1. Flow of Information: Dynamic Content

Dynamic content is the heart of your flow. It is the information sent on by triggers and actions.

Consider: Extracted email subject, sender information, or file attributes such as size and name.

Put It into Action: When a new expenditure report arrives in your mailbox, your flow can extract the total amount from the email and automatically send it for approval.

1. Expressions.

They enable you to manipulate data dynamically, adding a layer of enchantment to flows.

Expression examples include combining text strings, computing dates, and extracting certain sections of text. Let's Get Specific: Use an expression to format a date pulled from a trigger into the exact format required by your calendar app.

1. Making decisions: Conditional logic.

Condition logic is analogous to your flow's "if-then" statements. They allow your flow to select options based on certain criteria.

Conditional examples include: "If the order exceeds $1000, notify the manager via email." Otherwise, continue with the standard processing." Likewise, "If a tweet mentions a specific product, reply with a discount code."

Real-life scenario: When a new client record is entered into your system, utilize condition logic to determine their location and allocate them to the right sales agent.

Would you like to see a video demonstration of some of the concepts? Check out the Youtube Channel: CDHQ