Training · Beginner
Power Automate Essentials
A half-day, hands-on introduction to automating everyday business processes with Power Automate: approvals, notifications, document handling and the admin between systems.
- LevelBeginner
- DurationHalf day
- FormatOnline or in person
- PricePrice on request
About this course
Power Automate is included in most Microsoft 365 licences and sits unused in most businesses. This half day gets a team from "we have it" to "we use it", with flows built around the attendees' own processes rather than a textbook example.
It pairs well with our free automation opportunity worksheet, which we send beforehand so attendees arrive with a list of candidates.
In-house option
Run for a single team, we build the first flows on your tenant during the session, so you leave with automations already running.
Outline
- 1How Power Automate fits with Microsoft 365, and what it is not for
- 2Building your first flow. An approval that runs through Teams
- 3Triggers, conditions and actions, explained with the processes attendees bring
- 4Working with Forms, SharePoint lists and Excel as data sources
- 5Error handling, ownership and what happens when the person who built the flow leaves
- 6Choosing the next three automations for your team
Who it is for
- Office, finance and operations staff who run repetitive processes
- Team leads who want to stop chasing approvals by email
- IT staff supporting Microsoft 365 who have not yet used Power Automate
Before you come
- A Microsoft 365 account with access to Power Automate (most business licences include it)
- Comfortable using Outlook, Teams and SharePoint or OneDrive
What you leave with
- Two working flows built during the session
- A scoring method for choosing which processes to automate first
- Guidance notes on governance and ownership for your IT team
Dates
No open dates are scheduled at the moment. Register interest and we will tell you first when the next one is announced, or we can run it privately for your team.
Ask us about Power Automate Essentials
Questions about dates, content or running it privately? Send a note and a consultant will reply within one working day.
Prefer to talk it through? Request a free 30-minute call.
- 0330 111 2904
- info@meeshconsulting.co.uk
- Meesh Consulting Ltd
Unit CO2, The Manor, Tur Langton, Leicestershire, LE18 0PJ