Automize Business Communication using Power Automate

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In this Free Guided Project, you will:

Create flows that add data to Excel and send emails under certain conditions.

Learn to set conditions in a flow.

Run, test, and modify your flows.

Showcase this hands-on experience in an interview

1 hour
Beginner-friendly
No download needed
Split-screen video
English
Desktop only

Imagine you're organizing a fundraising event. After the event, it is necessary to send thank-you notes to donors, but donations are hard to track since they arrive before, during and after the event, and manually sending emails to each donor would take too long. Thankfully, such manual and repetitive business processes are easy to automate, and this guided project, “Automize Business Communication using Power Automate” is for any business professional who is looking to automate any similar business task. With Power Automate, you will create a flow that can be triggered every time someone makes a donation. When you press Run, the flow will display a form with certain fields that have to be populated, such as name, e-mail, address, donation amount (or any other information we need about the donor). When the event ends, we will have a list of all the people who made donations in an Excel table. Then you will make another flow that will send thank-you notes to each donor on the list. After that, the flow will single out the people who donated the largest amounts and forward that list to the manager who can then send them a special thank-you note or a small gift. The requirement for taking this project is to have a free Microsoft account, but if you don’t have it, you can create one in just a few clicks (notes on how-to are included in this project). Since this project uses Power Automate (part of the Microsoft Power Platform), you will also need access to a free Microsoft 365 Developer Program subscription. In the first task you will be given instructions on how to sign up for it! Anyone can learn to use Power Automate regardless of their educational background! If you would like to make your life easier by automating manual, time-consuming business tasks which are hard to track, then this project is for you! Let's get started!

Requirements

1 year of business experience and being familiar with Excel.

Skills you will develop

  • Microsoft Excel

  • Power Automate

Learn step-by-step

In a video that plays in a split-screen with your work area, your instructor will walk you through these steps:

  1. Log into Power Automate

  2. Create an Instant Flow that adds data to Excel

  3. Run and test the flow

  4. Create a Scheduled Flow that sends email under specific conditions

  5. Run the flow and modify it with small changes

How Guided Projects work

Your workspace is a cloud desktop right in your browser, no download required

In a split-screen video, your instructor guides you step-by-step

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Frequently Asked Questions

Because your workspace contains a cloud desktop that is sized for a laptop or desktop computer, Guided Projects are not available on your mobile device.

Guided Project instructors are subject matter experts who have experience in the skill, tool or domain of their project and are passionate about sharing their knowledge to impact millions of learners around the world.

You can download and keep any of your created files from the Guided Project. To do so, you can use the “File Browser” feature while you are accessing your cloud desktop.

At the top of the page, you can press on the experience level for this Guided Project to view any knowledge prerequisites. For every level of Guided Project, your instructor will walk you through step-by-step.

Yes, everything you need to complete your Guided Project will be available in a cloud desktop that is available in your browser.

You'll learn by doing through completing tasks in a split-screen environment directly in your browser. On the left side of the screen, you'll complete the task in your workspace. On the right side of the screen, you'll watch an instructor walk you through the project, step-by-step.