Automate Workflows with Power Automate Package

Overview:

Come explore the wonderful world of automation! This package contains four parts to help you automate your business processes and workflow.  
  
Part One – Build Your First Flow!  
Power Automate is a service that helps you automate workflows. This includes approvals, client onboarding, document generation and distribution, data extraction from PDF invoices, and more. It can even post to Facebook and Twitter!  
  
In part one you will learn the basics, build your first flow, and be on your way.  
  
Part Two – Approvals  
Where is the document? Who has it? Why hasn’t it been signed? Whose signature is this? Approvals can be a pain!   
  
Power Automate can help you automate and streamline approval processes. Approvals can be customized with multiple authorizations, a pool of approvers, and conditional tasks. Moreover, they operate identically in traditional and remote work environments.   
  
Part Three – Extracting Data from PDF Invoices  
Do you manually prepare tedious weekly expense claims or manually input data from the same recurring PDF invoices? Well, there is good news! Power Automate can do that for you with AI Builder!  
  
In part three you will learn how to use AI Builder to read your PDF invoices, extract data, and post it in an Excel spreadsheet.   
  
Part Four – Little Magic Folder  
Do you download monthly invoices, statements, or reports, and save them in the same folder with the same name but a different month? Do you send review notes or financial reports to the same people on a regular basis? Power Automate can do that for you!  
  
In part four you will learn how to create a SharePoint list and build a little magic folder that dynamically renames and transfers files, and even notifies the relevant parties. File management has never been so easy.  

Course Content:

In this course, you will gain knowledge about the following topics:  
  
Part One

• What is Power Automate?
• Basic terms and concepts
• Types of flows
• Building your first flow  

Part Two

• Learn how to setup an approval, distribute documents, track progress, and perform custom actions based on the decision of the approver.
• Major Topics
• Microsoft Forms
• Automated flows 
• Approval actions
• Flow conditions 

Part Three

• Microsoft Forms
• Automated flows
• AI Builde
• Data entry

Part Four

• SharePoint Lists
• Instant flows
• Renaming and transferring files
• Sending emails   

Learning Objectives:

Upon completing this course, you should be able to:   
  
Part One

Identify real-life application for Power Automate

Understand basic terms and concepts

Understand various types of flows

Build a simple flow 

Part Two

• Create a request in Microsoft Forms
• Create an automated flow
• Set up an approval
• Set up conditional actions based on the decision of an approver  

Part Three

• Submit an expense receipt
• Create an automated flow
• Extract data from a PDF invoice
• Post data in Excel  

Part Four

• Create a SharePoint list
• Create an instant flow
• Use a folder to renames and transfers files
• Send a notification email  

Who Will Benefit: 

Professionals who are interested in automating repetitive, error-prone, and/or tedious tasks.  

Testimonials: