Power Automate

Introduction to Power Automate

• What Power Automate is and how it fits within Microsoft 365
• Key terminology and concepts (flows, triggers, actions, connectors, environments)
• Types of flows (cloud flows, automated flows, instant flows, scheduled flows, approval flows)

Using Connectors

• Standard vs premium connectors
• Connecting to SharePoint, Outlook, Teams, Forms, Excel and OneDrive
• Understanding permissions and data connections

Building Cloud Flows

• Creating flows from templates
• Triggers (when an email arrives, when an item is created, scheduled triggers, etc.)
• Adding and configuring actions
• Using conditions, switches and parallel branching
• Applying dynamic content and expressions

Approvals & Notifications

• Creating automated approval workflows
• Sending personalised notifications
• Integrating approvals with Teams and Outlook

Working with Data

• Extracting data from Forms, Excel, SharePoint
• Filtering and manipulating data
• Storing results and updating files/lists automatically

Error Handling & Best Practice

• How to troubleshoot flows
• Using run history and analytics
• Naming conventions and organisation of flows
• Avoiding common mistakes

Practical Business Scenarios

• Automating routine email tasks
• Document and request approval processes
• Team reminders and scheduled notifications
• Automated list/document updates
• Linking Forms → Excel → SharePoint → Teams

This webinar is ideal for anyone using Microsoft 365 looking to streamline workflows without coding.

Instructor Led Live Webinar

Product Description

This full-day Power Automate workshop introduces participants to the fundamentals of creating automated workflows that save time, reduce manual effort, and improve consistency across their daily processes. The session focuses on understanding flow types, building practical automations using real Microsoft 365 scenarios, and applying best-practice design principles. By the end, participants will be able to create, customise, troubleshoot, and manage flows that support efficiency across their team or organisation.

Awarding Body: Optima Training & Consulting Ltd

National Framework of Qualifications Level: N/a

Certification: Optima Training & Consulting Ltd Certificate of Completion

Renewal: N/a

Entry Requirements:
Minimum age- 18 years old

Minimum English requirements: Leaners must be able to understand and convey the concepts contained in the programme content.

Cost Per Person:
The fee is inclusive of all training courseware materials, certificate of completion and 3 months after training support.

Progression Opportunities: Please see related courses

Protection for Enrolled Students: N/A

Should a course not proceed, any payment received will be refunded within 48 hours