Microsoft Power Automate: Learn Automation Basics! | Bash (BizTech Matters) | Skillshare
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Microsoft Power Automate: Learn Automation Basics!

teacher avatar Bash (BizTech Matters), Online Teaching Excel Expert

Watch this class and thousands more

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Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Watch this class and thousands more

Get unlimited access to every class
Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Lessons in This Class

    • 1.

      Learn Microsoft Power Automate Now

      0:31

    • 2.

      Accessing Power Automate

      1:36

    • 3.

      First Template Flow

      6:20

    • 4.

      Test run your first flow

      2:30

    • 5.

      My Flows

      2:34

    • 6.

      Templates Overview

      3:30

    • 7.

      Connectors Overview

      3:30

    • 8.

      Different Flow Types

      5:04

    • 9.

      Create a Flow from Scratch

      2:28

    • 10.

      Test run your new flow

      0:58

    • 11.

      Book Order Tracker Automation - Introduction

      3:00

    • 12.

      Book Order Tracker Automation

      10:56

    • 13.

      Thank you and Congratulations!

      0:50

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About This Class

Last time you opened an automation in Microsoft Power Automate and are overwhelmed by the number of things to do. You don't know how to make the best use of your time.

But it doesn't have to be this way!

You Will Walk Away With...

  • MORE TIME!
  • Create your own Automation from scratch!
  • Automate your manual repetitive boring work with this!
  • Understand the essence of the Power Automate concepts and techniques, and see them in action!
  • See how it is done in Power Automate with real examples!

After this class you will be able to:

  • Actually SMILE when you open the Automation :-)
  • Brag to your friends about how you can perform real-world automations confidently!

If you're like me, you do manual repetitive work on a daily basis for important tasks and projects. Whether it's for business or personal related projects, everyone wants to be able to automate these mundane tasks freely and easily.

Here's what we will cover in Power Automate:

  • Accessing Power Automate

  • Using Templates

  • Using Connectors

  • Different Flow Types
  • Creating and Testing your first Automation

  • Real World Example - Book Order Tracker Automation

Meet Your Teacher

Teacher Profile Image

Bash (BizTech Matters)

Online Teaching Excel Expert

Teacher

Hi! I'm Bash and over here at BizTech Matters, I love sharing what I know through online classes, with my over 10 years of IT and teaching experience. Whether it's creating websites, programs, spreadsheets, editing photos, or anything computer-related, I ensure that I will give you the tools to succeed.

 

My goal is to show you the essence behind on whatever I'm teaching you. Hop in for a fun ride into learning in the technology world!

 

Join me in learning the following this growing list of skills:

- Mastering Top Microsoft Excel Formulas

- Mastering SQL Queries

- Create your own Power BI Dashboard!

- Use Excel Power Query to Clean your Dirty Data

- Use the Top 50 Excel Keyboard Short... See full profile

Level: Beginner

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Transcripts

1. Learn Microsoft Power Automate Now: Hi, Welcome to the Microsoft Power, Automate and learn the automation based. So you're starting out in Microsoft Power Automate. This is perfect for you. What you will learn from this course are to follow it. Automated, manual tasks, templates, flow times, and connectors, real-world automation, so much more. So what are you waiting for it? See you inside and let's learn Microsoft Power Automate together. 2. Accessing Power Automate: Hi, This is Bryan Hall and we will be discussing all about Power Automate. So when we say Power Automate, it is a really cool tool that allows you to integrate between multiple applications or systems. And if you have like manual repetitive tasks that you do over and over again, then this is perfect for you, so it will be able to access this. We can just go straight to Power Automate.com. Or you can also go to office.com. Once you're inside Office, then you can just click to Power Automate, as you can see over here. Once I'm inside, you can just go straight to Power Automate. If you do not have an office accounts, then it's very easy to sign up for it. And then once you're inside, you could also type in Power Automate.com and this will open for you. So what we will do is the approach we will be taking. We will work first with existing templates in Power Automate so that they can quickly see on what Power Automate can do for you. You just get a glimpse of the capabilities in sign. Then after that, we will aim to recreate the automation from scratch so that you can see how I go about this step-by-step. And then we will jump over to a more sophisticated automation that will show you like, okay, this is from your imagination of what you can do with this tool, okay, so I hope you're excited and then we'll jump straight to our first template. 3. First Template Flow: Okay, So inside Power Automate right now what we aim to do is to just use a quick template that's provided by Microsoft. So templates pretty much there. The automation staff have already been designed and created by Microsoft. Then we could just reuse them right away so that we can just run them out of the box. For example, let's say in our scenario, what we want to do is we want to get an e-mail reminder that's sent straight to our inbox on a daily basis. So let's say I keep on forgetting to pull out the trash. So I want Microsoft or Power Automate to just send it to my, let's say, Gmail account so that I can read this. It can also be an Outlook account as well. So pretty much any email address that you want to use. So what I'll do right now is I'll jump straight to template. So don't worry about the different items over here to minutiae items over here. I'll be going through them later in the succeeding videos, so I'll jump straight to templates. I just want to get started quickly. Let's say, since we were talking about reminders, I'll just type in reminder over here and then let's see what options would be. Get over here. So for example, get Navy reminders from your Outlook.com e-mail. David reminders in e-mail as well. So there's pretty much quite a number of reminders that you could use. Pretty much you can also see what are the different applications involved for the automation. So for example, over here you could see outlook, the Outlook icon over here it gets to your email icon, and then pretty much Microsoft Teams. So there's quite a number of their friends systems. But for now, okay, for our purposes, we just want this get daily reminder email, so I'll just select this. Okay, So what we will see right now is a quick preview on what this automation would do. So pretty much said a reminder email every day. Okay. And then you can customize the email address and the content. So depending on your needs. So okay, so what I'll do is I'll just click Continue, and then let's see what's gonna happen next. As part automated, we'll be setting this up for us. So pretty straightforward. You could see that there are two steps inside our template. The first thing is that's very important, is pretty much the trigger off this automation. So you can see on the first step over here it's treated that every day. There's the interval of one day. So which means that this is running on a schedule once a day. It's gonna run this automation and then pretty much whatever steps are like under the trigger, right? Then it's gonna be executing those. So right now it's pretty straightforward, right? We have a one day interval. So we want this automated emails sent to us on a daily basis. You can also click on Show Advanced options as well. So let's say a specific time and the time zone as well to make sure that you have right time. Okay. Hours and minutes as well, you can just control this right now, but for me, for the purposes of this, I'm good with this one day. You can also change this to launch week, okay? Even though Workday, for example, you can set this on a yearly basis, okay? You can't change this as well. There's a cost them value tooth. So really handy. And then the next step is pretty much sending an e-mail. So there's pretty much another customization that we could do aswell Because templates pretty much they're not set in stone. So let's say not happy with this one. I want to change this. I'll click Delete. All right, so let me delete this and I could just change this to a new steps. So let's say I want an email to dissent out from my Gmail account, so we can do that as well. That's the beauty of Power Automate. You can just change, asks you see fit because pretty much not everybody would have the same e-mail provider, so we could just search, Let's say I'll search for Gmail. You can find Gmail over here. And then once I select that, then what will be the action that you want Gmail to do for you? So in our case, we want to send out an automated e-mail reminder. So for example, I'll select Send Email over here. And pretty much it's gonna be asking because I've already set this up, right? So if I select the three dots over here, you could see on the bottom there's the connection. So normally if you do not have a gmail connection setup in Power Automate yet, it's gonna be asking for an existing account that you are using. Once you have set up, then it will appear it's very easy. It's just pretty much like signing in. Once you have everything set up, it's gonna show up as well inside your mic on ships. So in my case, it's gonna be sending an email from this Gmail address over here. So let's say I want to send an email to my other account. So I'm happy with this. And then let's say for the subject, Let's say trash, remind there. Okay. Then let's say on the body I was just saying do not get pretty straightforward. Okay. You can even add attachments as well over here. And then there's quite a number of options like CSI or VCC. Write an essay, you can even change the importance. Let's try it out as high importance. So I'm just having fun over here right now. And then once we have this completed, pretty straightforward. So let's do a quick recap. Every day, once a day. Once this automation runs, it's gonna be sending an email from my Gmail account. And then it's gonna be sending it to my specific e-mail address, like taking out the trash, a reminder on a daily basis. So once we're happy with this, I'll click on save. And then let's work on how we can test this out to see that everything is working. So stay tuned for it. 4. Test run your first flow: Congratulations on creating your first automation. So after saving this, what we will need to do next is to test it out, like do some quick testing to make sure that everything is running as intended. So for us to be able to do that, you could just have a quick look as well inside Flow checker over here. If I click on this, it's gonna give you a quick summary of errors or warnings that you need to be aware off inside your automation. But since we're good to go, everything is supreme over here. I'll jump straight to the test section. So if I click on tests, what it is going to do is it will allow us to do a manual tests, meaning that it's gonna be running this Mann-Whitney. So there's no need for us to wait for an entire day just to see if this works or not. So automatically is going to be the other, like you're just gonna have it run as it is. But we want this to be triggered manually so that we want the email to be sent away. But before we do that, I'll just jump straight to my Gmail account right now where we will be sending the emails from. And you could see that inside the center section over here, There's nothing inside. I'll jump straight over here. I'll take a test. And then there's the pretty much quick description and I'll say Run, know, once we have this running, this has started to monitor it. You just go to the low runs page, so I'll just jump straight to the low runs page over here. I've already done a couple of fronts, so I just did a quick test as well to make sure that everything's working fine. But you could see the most recent run that we have done right now with the quick manual tests. And it has succeeded. So let's jump straight to Gmail and then let's see if there's a send email them there it is. There's these email over here. Take out the trash reminder. But the question right now is, the receiving email isn't able to get it. So I'll just minimize this. And now we have jumped to the receiving email. And you could see over here, right? It got from our Gmail account and you could see that take out the trash or Monday. So it was sent out by Power Automate, which is really cool. So you were able to test out your automation successfully. 5. My Flows: So now that we're happy with testing, okay, and we're sure that with our first flow, everything is working fine. What I wanted to show to you right now as this section over here, my photos to be able to get back to the flows that you have created a while ago. Pretty much my Flows which show all of the automations that you have created so far. And it's pretty straightforward to use. So let's say the one that we did a while ago, I'll just click on this. And it's going to show to me pretty much the description my automation over here. So you could see when it's created, what is the type, which I will be going in detail on the different types. Then pretty much when it comes to editing as well, you can just click on Edit over it here. So if I click on this and it's gonna show the steps inside my automation. And you could just quickly make changes and then click on Save. You can run the test again and the same low checker as well, even based comments over here. So once we're happy, I'll just go back over here. You can also edit the details, so I'll just click on the Edit button over here. And you could just change the description depending your needs. Then you can also act on it. Also changed the name over here. So let's say take the trash email daily reminder. You can even change the name over here. I'll click on Save and then this will be reflected as well. You can also see the run history over here so that if you can see that, okay, I said running well, is it running on a daily basis? Everything is successful and if there's errors as well, you can quickly check and then diagnose or debug on what is going wrong with your automation. And once you're happy, then August clip on all runs. And he could see everything inside over here. And you can just go back as well. On our automation. You can see all the connections right now it's just one application that we're working with, which is pretty much our Gmail account. And then pretty much the owner asks yours truly. Okay, So pretty much really straightforward on the mindfulness, but this is going to be really handy when you have more automations running so they can just quickly have a bird's eye view if everything is running as expected or if there are any topics that you need to do, you could just go straight to my slopes over here. 6. Templates Overview: We will continue to explore the different sections that we have inside Power Automate. So after my flows, we will be discussing about the different templates over here. So this is going to be very useful because let's say you're like, you want to find different ways to save time or automate your work. So this is pretty much the place where you can get a lot of ideas, like fresh ideas that has already been created by or used by a lot of people. Let's say just find ideas over here that could apply to your scenario as well. So inside templates, you can pretty much sorted by popularity or to publish time or Bye a name. But for me, personal, like a personal choice of mine. I want to go for popularity because the more people using it, which means that the more people have benefited from this specific automation. So for example, let's say I just want to work with e-mail. So pretty much you can type in email over here, or I can select pretty much the categories that are listed out over here. So let's say I'll press email. So it's sort of over here. You can see that how many people are using it, there's a lot of people over here using the saving of email attachments to your OneDrive. So for example, let's say you don't want to manually save all of the attachments one by one. So we could just use this automation. Connect your Outlook e-mail and your OneDrive account as well. All of the attachments moving forward will be sent straight to your OneDrive Like account as well. So greedy hand, then you can just jump over and see if there's a lot more ideas that you could just jump over here and I take them and you stamp for your personal use. You could also see that there's saving of female attachments to Google Drive. So it's not just limited to Microsoft applications, so you can just explore that as well. Then once you're happy with the different template, I say this specific template. If you click on it, then it's gonna give you the specific description and also what applications that would, that would be to set up over here to start using this automation. Okay, so let me just jump over back to templates and then let's say we just want to work with Google Drive and then see okay, what applications nor automations would like we can reuse from the tap dates over here. For example, there's Kip my schoolwork and sync with my Google Drive. But let's click on this just to have a quick idea. Gonna be sinking, doing synchronization between OneDrive, google grams. So when a new file is created in OneDrive, then create a copy inside Google Drive as well. So it's like just making sure that the tube storage that you're using right now, they would be in sync with each other. So really handy as well. So just play around with templates. There's quite a number of templates that you could use for your day-to-day use. But have fun with this. You can use any of the templates that they sent out over here, cost of mice then because for example, let's say you were not using Outlook, you're using a different system, but at least you have a starting point on what people are using and then use it for your baby. 7. Connectors Overview: Okay, so now let's jump over to connect there. So Connectors pretty much you could think of this as the different applications that you can connect to and then create automations out of this. Okay, So pretty much connectors. You can see it's like applications as well. And you can see that there's Office 365 over here for Outlook. There's one drive officers, 65 users, SharePoint, Twitter, chat there, and notification. So there's a lot of applications that let's just scroll down over here that wouldn't be familiar to you. But you can also use them as well, like Google Drive, There's FDP, There's file system, There's Project Online. Years have been GitHub and Slack, so proud of you. Dropbox. There's a lot that I personally use as well. There's even the weather that you can just use them and then create automation. You can just integrate them together. So pretty much the possibilities are endless. It's just limited by your imagination, but there's also another limitation. You can see that there's a number of them as well. So when we say premium than this applications, would need you to subscribe first and pay a monthly fee to be able to use them as well for your automations. But the free ones, there's still quite a number of free connectors that you could use and just start automating. And then let's say your needs if they start to expand as well. And then some of the applications you would need the premium once, then it's very easy to just get a subscription. But for the examples that we are working with, we are just using a free subscription so you can just follow along and then have fun with be swept. For D connected. Let's just say I want to try out Excel. So I'll just select for the XML connector over here. And then I'll just select this one for the OneDrive for Excel Online. And what it will do is it will pretty much filled. There are templates that are related to Excel Online. So he could see there's quite a number over here, dad, you could just play around and it starts from here and then see which ones are popular and which ones would bring up the most time savings for you. Then, once you are happy with this or let's say you wanted a different connectors, you just go back to connect their sober here. And let's say I want to work with teams. Let's say I use Teams a lot and then I just want to get ideas. What can I do with Microsoft Team automation? So I'll just select this right now. Same thing it's gonna be furthering are showing me pretty much the templates that are under Microsoft Teams over here. You can see there's the template over here and quite a number of people are using it. And you can just explore as well the different actions that you could do with automations for Microsoft Teams. So pretty much creating a cat. Let's say you have a specific event that happens. We want to create the chat automatically. You wanted to get messages, you want to create meaning as well, or add a member to a team. So pretty much just explored the different connectors that power automate tasks over here. And it's the, what kind of automation is that you can come up with? 8. Different Flow Types: Now let's talk about the different types. So when we say flow types, right, I'll show you a quick overview over here. I'll just click on Create so that we are going to be creating a new automation. Okay, So pretty much nurse options over here. There's pretty much like starting from scratch or starting from blank when it comes to grading our automation. And what I want to focus on is pretty much this over here. The different types of flows by the number over here, but pretty much the most widely used art history over here. So you could think of it as everybody is the same when it comes to automation because it's pretty much just that of actions that you want to do. But the difference is what is the trigger or what is the event that would trigger this specific automation to start its execution. So you could see like over here there's the automated cloud flow and there's a quick description. It's triggered by a designated events. So for this one, this is the first one. It's saying that Okay, when a specific event happens, then run this flow automatically. So this is pretty handy if you don't have like a specific time or a specific recurrence that you want to happen. But it's not exactly a random event, but you, you're after a specific event, let's say in Gmail, an email comes in, then you want this flow to run. So that's gonna be a specific automated flow. So it's hence suite, which means that there's no intervention from your end. You don't need to trigger this manually. What Power Automate we will do is it will just wait for this specific event to happen. And then once it happens, it just runs automatically. It's like magic. Then next one is the instant flow. So as the description explains, is triggered manually asked, needed a specific flow to happen on demand or as you see fit. And then this will be perfect for you. And then the next one is the scheduled flows. So you choose when and how often it runs. So this is pretty much similar to what we did a while ago when we created an automation that sends emails on a daily basis. So this is the schedule because we're running on a schedule, it's predictable. Specify what specific schedule if you want your automation to run. So you could think of it like this, different options depending on your needs because there's no better blow type over here, but it really depends on your needs. So what I'll do right now is just click on one by one so that you can see that what are the different potential triggers, Let's say for the automated cloud flow, right? You could see some of the triggers over here that say, let's just try it on email in Gmail. When a new e-mail arrives, or let's say an outlook when an email is flat, then run this automation. Let's say, let's try on TBS. What are the different types of automated triggers that we can use when a new team member is removed, then this automation of the grunt. When I mentioned, Do you want to send an e-mail or let's say what do you what do you want to do or do you want to be notified on their phone, then this would be perfect for you. Like you can see the wording over here when it happens, when this event happens. So that's the automated flow over here. And there's quite a number of events that you can work with, so it's best for you to try it out and then see on your specific application on the different types of events that you could play around with. It skipped this. Let's go back again over here. Just moved back to the for eight section. And for the incident, for the instant, pretty much for the triggering. It's straightforward. So you could just do the manual trigger in your phone. So it's a manual figure. So there's not like dependent on automated figures, like the events that we've seen a while ago. So let me just cancel that for a scheduled we've already seen this from a long ago. Then you just specify a specific schedule and specific time on the repetition or the recurrence. And then we're going to be creating the different actions that would happen after the scheduled trigger. Okay. So you could just repeat this like every hour or every minute. But It's a really handy way if your specific automation is very predictable and you need to run this on a regular basis. So that's pretty much it for the different blood types. And then we will be eating our own flow from scratch. We will be recreating that activity that what we have done from our template will create it from scratch so that you have experienced now with working with Power Automate. 9. Create a Flow from Scratch: So now let's recreate this flow from scratch. So pretty much a quick recap. What's going to happen, SP1, this to be sent out on a daily basis once a day, write an automated e-mail reminder to us to take out the trash. So let's say we want to start it out. So first things first, what type of low mood we need? So since we want this to happen on a daily basis, on a predictable schedules, so we would use the scheduled flow. So once I select this, okay, let's say this is our take out the trash email reminder, NSA, this is from scratch. We're not using a template, but we want to create this right now. Now run this flow. Let's say this one. We want this to happen once a day, right? So we're gonna be setting us as repeat one day, every one day. Okay, Now let's go for Create and then let's see what we are working with. So you can see over here, right, there's the recurrence over here. It runs every day. You just added this as well over here for the parabolic in case, let's say you want to make changes as well. You can also click on this button over here and then click on Rename. And then let's say you could just give it more descriptive name that say this is going to be run on a daily basis. Okay? So I'll click Enter, press enter over here. Then what will be our next step? So our next step right now is pretty much as sending an e-mail out as a reminder. So let's go for Gmail over here. Pretty much. What we're doing right now is similar to the steps from a while ago, okay, So it's really straightforward to just select a connector over here and then wanted to be one to happen, let's say Send Email over here and we will be typing in this similar details that what we have done a lot of good over here. Okay, so now this is take the trash builds, be lazy. Okay, so fairly straightforward and we're here. Once we have this setup, I'll just click on save and then let's see if there's going to be errors from our automation. So your flow is ready to go. Let's have a quick look at the flow checker. And our next step right now is to just run a quick test so that we're sure that our automation is now complete. 10. Test run your new flow: Okay, so now let's do a quick test and then if see what's gonna happen next, I'll just click on tests right now. I just want a quick manual tests that can test same, same steps as what we did a while ago. I'll click on Run flow and let us see. Now it's running. Let's go to the flow runs page and, and see if it's able to execute successfully. Now, we can see that it has succeeded. No issues here. I'll just go to my flows aswell and then you could see that this is our new flow that we have created from scratch. If I click on that, it's just gonna go straight to the detailed page or to flow page over here. And you could see as well our run history. Now let's jump over to Gmail and then let's see if it's able to send out our email. If I take on center, you can see this one. Don't be lazy. It's able to send it out automatically, like hands-free as well because of Power, Automate. 11. Book Order Tracker Automation - Introduction: Now let's work with a more complicated example so that you can see that this is where Power Automate really starts to shine. And we will be working on this from scratch. So I hope that you could follow along as well. So let's say, for example, let's say I run a book, this, It's okay. A bookstore business where it's still pretty old-fashioned when it comes to how I fulfill orders. So what I do right now, Let's say I just received an email via my e-mail inbox over here. So you can see that, okay, I want this book. This is the quantity and then this is my costumer. And pretty much that time. And the date the swelled off the artery. And then what I do is I already have a OneDrive account over here, and I have my Excel spreadsheet. And this is pretty much the order tracker that I manually copy the details from the email. So I'll just copy over here, right-click and copy. Then I'll type a and b details manually over here. So pretty old fashion. I know this is how I work, where I operate my business, my bookstore business. So let's say I'm typing in the email address right now. And the daytime GSSAC, to say it's a PM, I can't remember the time, but let's say this is the time off the order. Okay. So it's a really convoluted process because pretty much every e-mail coming in, right. I need to check this, and then I need to copy this, get all of the details, and then jump over to this spreadsheet. And let's say another person would be looking at a spreadsheet and we'll start packing the orders and sending it out and then updating the status as well. Let's say this one is in progress right now. And then it's gonna be the same thing that I need to do manually with every email coming into my inbox and then it's prone to human error as well. Let's say, I've already said this section over here. That's gonna be a human error on my part. So this is where Power Automate comes in because what we want to do is to automatically log all of the orders that comes in over here, right? And then it's gonna be like filling up this able insight in my OneDrive account. So that's really handy because Power Automate escapable to do this. So a couple of assumptions. First is that our orders would always have the subject name off book orders. So this is going to be the criteria that Power Automate will work with when it sees an email coming into my inbox with the subject of book order, and that's when the automation will kick in. So okay. So with that assumption, we will start right away when it comes to creating, how're you automation from scratch? 12. Book Order Tracker Automation: This is the part that we start to have real fun because we are going to be creating our low from scratch for tracking the book orders for our bookstore. So what I'll do is I'll go straight to create. So before we start creating the flow, one thing that I want to take note of is we will be working with Outlook.com. So this is our e-mail that we will be checking the inbox or orders, right? And then pretty much we will be saving all of the content inside our Excel spreadsheet over here, so forth, Power Automate to be able to work with our spreadsheet, we need to make sure that this is formative asset table. So I'll just select on any data over here, I'll go to insert, and I'll select table over here. Now, my table has headers I will click on, Okay, and this is now converted to a table. I'll jump over to Table Design and give this table a more descriptive name. Let's say this is our book order table over here, press Enter, and now we have our spreadsheet setup. Now I'll jump over to flow. And if you think about it, what will be our trigger? So our trigger is when a new mail comes inside Outlook, our Outlook e-mail address, then that's when the flow or the automation will start execution. This is going to be an automated cloud flow because we want to wait for the event that a new male has come in and it will run every single time. So this is unpredictable in a way because you really don't know when the next meal is coming in. But the automated cloud Flo would be perfect for this purpose. So I'll select this right now. Then pretty much for the triggers. So let's say you email or new male, let's say, and let's look for the outlook for this specific action. So this is perfect. I'll click dot-com, right? Because that's our ETL right now. I'll select this when a new e-mail arrives, right? And this is the perfect triggered that after. Now, let's say, let's give this flow name a more descriptive name. That's a book order cracker. Now, we're happy with this. I'll click Create. We will now start to formulate our automation. But we have this right now, right? I already have the connection setup, so you could just have a look as well as the connections. This is pretty much the Outlook e-mail address that I'm using right now. In your case as well. It's just going to ask for the login details, so just make sure you're logged in and it's fairly straightforward to set up. Now, we're gonna be looking inside the inbox. So it's gonna be monitoring the inbox for any new e-mail message that's gonna be coming in. But what do we want to do? I'll click on the Advanced Options. You can also ensure that sent to a specific e-mail address. It's it's a promise specific e-mail address as well. You can make sure that there are specific like filtering conditions because you don't want it to process every single e-mail that's coming into your inbox. But in our case, our assumption is that all of the emails coming in from our costumers would have the subject header of book ordered. So what I'll do right now is for Subject filter, I'll type in gulp it up to make sure that this is the only email that's going to be processed by the automation. Okay, so once we're happy with this, Let's go for new stat. And then one technical aspect when it comes to e-mail us if it's formatted as HTML. So we still need to convert this from HTML to tech, right, so that we can save this inside our spreadsheet. So what I'll do right now is I'll just look for it on Invert, right? Because we want to convert the content of our email from HTML to texts so that it's going to be cleaner. Now the cool thing over here, when it comes to say, okay, what do you want to convert? And it's gonna be showing the dynamic content selection over here, right? And you could see that this is when a new e-mail arrives and we will select the body of the message. So what we're saying right now to the automation, the body or the e-mail contents of that specific message, and then convert that to texts so that we can use that when it comes to saving inside our spreadsheet over here. Okay, once we're happy with this, let's go for next step as well, because what we want to happen next is okay, we have our email, okay, and then we have the body of the email is spelled correctly formatted. And we want to save this right now, two hours spreadsheet in Excel. So I'll type in Excel over here. And then what we're using right now is Excel Online for one, right? So I'll select that. And then what do we want to do? We want to add a row into the table. So I'll select that as well. Very easy. Okay, and then now we want to specify which spreadsheet are we editing right now, what do we want to like? Where do we want to add the new row two? So I'll select that as well to concede, this is the bookstore order tracker that we have inside OneDrive, so I'll jump straight to OneDrive. You could see this as well. The bookstore order tracker that have already created. This is the one that we have been using from a while ago. So jump back to automate the slackness. Okay, Then what is the table that we will be using inside the spreadsheet? Because Power Automate will need this so that it will know that. Okay, which specific section of your specialty food I need to update the details inside. Okay, So we already had this, right, if you remember, this is the book art a table that we have set for our table from a while ago. If I go to Table Design, this is the name of our table, book. Table. So power Automate is smart enough to read the contents as well up the spreadsheet. And we can just select this as well. Now, once I have book order table to select it, it will now load the different fields as well off our table. So you can see that it took quite a while, a couple of seconds, but it was able to read the different header fields that we have. Customer order time details of status, so costumer art or time details and the status. So now we can start filling in the details. So for example, for the costumer, we want the email address to be saved over here. Now if I scroll over here to cool thing is it's able to get the data from our email as well. From the e-mail. We want to get the from e-mail address over here. So I'll select this. You can see over here. And then for the order time, we can just simply get the order time from the date or the time as well that the email has been sent to our inputs. So I'll just scroll down as well and you would see the receive time over here. Okay, I'll select that. Really afraid forward because now you could see the, the power behind power Automate is pretty much the different applications, right? You're able to get bits and pieces from the information, from the Outlook message to email message dry, and then just put it straight inside the Excel spreadsheet. Now afforded details. What we want to happen is just get the e-mail contents over here and then paste it in time. The details over here. We already have that converted from a while ago. That's the HTML two texts which we have gotten from the body of the email that we have received. So I'll select that. And that's pretty much the texts that's gonna be saved over here. Or status. Let's say our default status is unprocessed or in progress. It really depends. But let's say in our case, just want it to save it asked unprocessed over here, just a text. Okay, so once we're happy, pretty much we have the entire automation all setup over here. I'll just click save. And then let's do a quick test and then see what's gonna happen right now. Okay, your flow is ready to go, okay, and that's checked for the Flow checker over here. No errors or warnings. Looks good. Now what I'll do is let's just go to tests aren't. Let's just go back to our main screen over here and see what we have. Now we have our notification in your flow is ready to go and it's turned on, meaning that any emails coming into our Outlook e-mail address will get process, right? And then SC, what's going to happen? So happy with this. I already have a quick email message set up over here that's gonna be sent to our Outlook e-mail address. This is a subject header, okay, we'll order. And then this is pretty much 101 textbook. And they want an order of cows and books. I'll click Send and let's see what's gonna happen next. So right now what I have is for inside our flow and then let's go for all the runs and then see if it's able to receive the e-mail and at the same time be able to process it. Okay. So you could see it right now, right inside our run history, it was able to see it if I jump over to my inbox, you could also see the e-mail over here. You can see the Order of the one-to-one textbook and italics on quantity as well. Now, this is the moment of truth. If we jump over to Excel, would we see the contents of the e-mail over here? So if I jump over here, you could see the email address. Let me just expand this a bit. The cima of address is listed out the time. It's a swell show over here. Okay. And then we have our details as well that we have gotten from the body of the email, which is perfect. Everything is done automatically by Power Automate. And you could see the status as well show over here *** on process. This is really cool because right now what you can do is There's no way for you to monitor your inbox anymore for the manual copying of contents. Because right now Power Automate. You'll now do this for you automatically. And you can just monitor the run to swell if there's any issue, like showing up over here or not. Then if you need to make changes to just go for edit. And if, let's say you don't need this automation to run for now, then you could just turn it off and then turn it on again as needed. So I hope you had fun with Power Automate, and just have fun with the different applications asked the possibilities are endless for this. 13. Thank you and Congratulations!: Thank you and congratulations on completing this course. I hope that this has helped you in learning Microsoft Power Automate basics. You're also able to leave a review on this course just by clicking on the reviews link over here. And you would have the leave Review button enabled for you and simply click on the button to leave a review on this course. So please, please leave an honest review as I would love to hear your feedback, you can also check out my profile for more Microsoft related courses by clicking on my name, this link over here. And once you have clicked on the link, it brings you to our page. And you can continue your learning journey by going through from my top Microsoft horses.