How to use Power Automate? Who can use Power Automate? Microsoft Power Automate is a very simple drag-and-drop workflow-based automation software created by Microsoft to automate manual and repetitive tasks. The main aim of creating Microsoft Power Automate (earlier known as Microsoft Flow) was to allow coders and non-coders to automate repetitive tasks following a sequential rule-based flow.
In simple words, suppose you have a process that you’d want to automate. Before starting, you can try to visualize the process flow by creating a flowchart. This flowchart contains different steps, variables, loops, and even conditions. Once done, you can replicate the same flowchart on Microsoft Power Automate.
Sounds interesting? A lot of tasks can be automated using the Power Automate platform.
This blog post will dive deep into Microsoft Power Automate (formerly known as Microsoft Flow). We will understand the components of the software, try to build business process flows, and go through various aspects of automating business processes.
How to use Power Automate?
Microsoft Power Automate (earlier known as Microsoft Flow) allows business professionals (coders and non-coder) to automate repetitive manual tasks and paper processes using a drag-and-drop workflow interface.
Microsoft Power Automate can create workflows to sync data across apps and software, generate real-time notifications to alert stakeholders, update databases with new information and collect data from Power Apps or other data sources.
The intelligent automation platform allows users to set triggers to take a particular set of sequential actions by using workflows. All Office 365 license users can use Power Automate. The users can automate tasks between 500+ applications, including Microsoft applications like Sharepoint, Azure, Excel, Online Office, etc, and third-party applications like Twitter, Youtube, Gmail, and more.
How does Microsoft Power Automate Work?
To work with Power Automate, select the process you want to automate. Here is what the process looks like:
- You can create an entirely new flow from scratch or choose any of the available templates.
- Building a flow from scratch requires additional steps which will be discussed later on.
- Once your flow is outlined, connect it with the required datasets via connectors.
- You can test it via the “Run” option to check for errors.
- Set live.
Before deep diving into a tutorial on creating an automated workflow on Microsoft Power Automate, we should look at the different flow types available for users.
Power Automate for Business Process Flows
One of the major use cases for Microsoft Power Automate is to create automated Business Process Flows. Now, business process flows could be anything:
- Building a front-end application for your employees to collect data in a streamlined way- eg. Building a customer service app to collect caller details
- Automating Document Processes – eg. Extracting data from invoices and uploading them into a database.
- Streamlining approvals – eg. Setting up a workflow to send content to review to relevant stakeholders
- Or any other process that can be converted into a flow diagram.
Who can use Power Automate?
Anyone can use Power Automate, coder or a non-coder, to automate any kind of task which is manual, repetitive, and follows a set of rules. Anyone with an email id can use Power Automate with a free plan. Here are the best use cases for using Power Automate:
Freelancers – Freelancers are solo entrepreneurs and generally work with a small team or by themselves. Freelancers can use Microsoft Power Automate to automate manual tasks like setting up autoresponders, alerting when they receive a message on email, automatically posting on their social media accounts, and more.
Managers – Managers working for enterprises or brands can use workflow management software to create automated alerts, sync data across applications, set up OOO messages, and more.
Finance Department Users – A lot of finance tasks are manual. Power Automate can be used to set up workflows for approval processes, invoice processing, and more. Check out Nanonets Financial Automation Platform.
Entrepreneurs – Handling a business is no easy task. Entrepreneurs can automate multiple aspects of their business with automated workflows like sending a thank you message, getting alert notifications when a customer sends an email, syncing customer information across platforms, setting up automated email responses, and more.
Here, we’ve listed some of the users for Power Automate, but frankly, it can be used by anyone to automate any task!
Nanonets for Business Automation
Nanonets is a no-code intelligent automation platform that helps businesses automate manual tasks with smart workflows without the IT team. Nanonets provides its users with an intuitive interface, drag and drops modules, and extensive customer support to make business process flow automation a breeze. Furthermore, you can set up Nanonets in 1 day without any external help!
Nanonets is a secure platform with GDPR and SOC2 certification. With role-based access options, you can control who can create workflows and gain access to the company data.
Here are some features that make Nanonets a perfect choice for Business Process Automation:
- Modern UI visual editor with drag-and-drop elements to create workflows of your choice
- Advanced OCR API, which extracts data with >95% accuracy.
- Integrates with 5000+ applications via API and Zapier.
- Strictly no-code environment – No need to write a single code to automate business process
- Available on cloud and on-premise hosting options for your requirements.
- Maintain data logs for every action taken on the platform and be ready for audit every time.
- Deliver automatic updates to relevant stakeholders directly in their inboxes
- Role-based access control to restrict platform access and improve security
- No hidden charges
- 24×7 online chat support and personal client managers
Nanonets can be used for several use cases:
- Financial Automation Platform – Invoice Processing, Accounts Payable, Accounts Receivable, Ledger, Book Keeping, Spend Management
- Banking Automation Platform – Claims Processing, Customer Query Resolution, Bank Statement Processing
- Logistics Automation Platform – Sales Order Matching, Vendor Management, Inventory Management
- Healthcare Automation Platform – Patient Scheduling, Survey Digitization, Patient Experience
- Retail Automation Solution – Customer Service, Customer Onboarding, Inventory Management
- Insurance Automation Platform – Underwriting, Claims Processing
- KYC Automation Platform – ID verification, Passport OCR, License OCR
- Document Conversion – Convert pdf to text, image to text, website to text, image to excel, pdf to csv, and more.
Above is information about How to use Power Automate? Who can use Power Automate? that we have compiled. Hopefully, through the above content, you have a more detailed understanding of Power Automate. Thank you for reading our post.