Introduction to Power Automate
This is where the magic happens! You've digitised your processes, but Power Automate will link them to your management system(s).
What is the Introduction to Power Automate?
Understanding Power Automate is essential for effective digitisation and automation of your processes. This carefully crafted course will provide you with the fundamental understanding of how to set up Power Automate to create value-adding automated processes, that support your management systems.
This course can be completed standalone, but you can create some incredibly exciting automated processes using this knowledge as a basis, linking with earlier courses delivered by Simple Foundry.
Is this course right for you?
This can't be understated. The introduction to Power Automate could change your business overnight!
Course contents/modules.
🎥 5-module curriculum at your own pace (with access to these recordings for the lifetime of your subscription)
See the 'modules tab' for more information
Course duration (how long will it take?)
🧠 Most people will take 3-4 hours in total to complete the course, engaging with the interactive elements.
You could complete it in an afternoon session, and be done before your day is finished! Or alternatively take your time, and engage with it bit by bit over the course of a week, experimenting as you go.
Thanks to the online nature, you can complete it at your own pace.
This course is a little bit more complex than our previous courses. Because there's so much that you can do in Power Automate, it might be that you revisit particular modules to reinforce what you've learned, and apply it in a different way.
Resources at your fingertips
✍️ This highly practical online course is supported by written materials, quizzes, and interactive activities/elements. This isn't just your standard e-learning!
Tutor support
💻 Full tutor support is on-hand via email, or a drop-in Teams session to talk through what challenges you might be experiencing in relation to the course.
100% online course
Engage with the course when and where you'd like, across any internet enabled device. The course is 100% online, and so there's no need to come to a physical location for it.
Instant access to the online course
Enrol into the appropriate package, and start this course today.
Easy to use platform, with intuitive modules
Log in with your account, click on the 'pages' drop-down, and click on the 'Account Courses' button to get started, it couldn't be easier to get going!
Fully resourced course, at your fingertips
This highly practical online course is supported by written materials, quizzes, and interactive activities. This isn't just your standard e-learning!
Start and stop at your pace
Thanks to the online nature of the course, you're able to start and stop the course whenever you'd like, for the length that your subscription is active.
Tutor Support
Full tutor support is on-hand via email, or a drop-in Teams session to talk through what challenges you might be experiencing in relation to the course.
The course is split up into 5 modules
Each module will be delivered through one or more videos, and a number of interactive elements.
Module 1 - What is Microsoft Power Automate?
A relatively quick module on what it is, how to access it, and how it works.
Module 2 - Hang on, isn't Power Automate just flowcharts?
An interactive exploration of what it's used for, and how the flows are built. We'll also explore all the 'connectors' you'll need in later modules.
Module 3 - Setting up a flow (automated, instant - cloud & group)
Explore how to set up two different types of flow, linking and automating our Forms, files (on Teams), creating a condition, and sending a basic email.
Module 4 - Intermediate tips & tricks
In this interactive module, learn how to integrate SharePoint with your flows, to choose custom locations for uploaded files. Create approvals, and create attachments.
Module 5 - Advanced tips & tricks
In this interactive module, explore how to link Form files as attachments (using a little bit of copy & paste code), how to use Microsoft's AI Builder tools, and how to add a table to a basic email (using a little bit of copy & paste code)
How have people put what they've learned into practice?
The following real-world examples link to the other modules you've seen. Where examples can be shared, they will be. All of these associated flow templates (and more) will be available for you to use, in the Complete package.
Example 1 - Initial Accident Notification (Employers Liability)
A multi-site organisation, encompassing several divisions, required a digital accident notification process to replace its paper-based accident book (notification), and accident investigation form. This form acted as a replacement for both the accident book, and the initial accident investigation form. By training supervisors and managers on how to use it, this form resolved a significant administration burden for the single Health and Safety Manager, responsible for all sites.
In this example, the QR code for the form was integrated into a branded A4 poster, and stuck to the inside of the accident book, allowing anyone with a work email account to fill it in on their own behalf, or the behalf of another employee.
This example was heavily linked to further Power Automate solutions, including: automatic Teams folder creation for every accident, which stored attached images/files in, email notification for every accident to relevant (site & functional) management, and automatically filling in accident data into a local site Excel spreadsheet, and a national tracker (simultaneously).
Example 2 - Display Screen Equipment (Self Assessment)
A multi-site organisation, encompassing several divisions, required an initial DSE self-assessment to be completed by every relevant staff member. Although a paper copy existed, the irony of not completing a DSE assessment, on a digital device wasn't lost on the manager who set the activity up! Combined with an introductory video (which explained DSE), users then completed the form.
This example was heavily linked to further Power Automate solutions, including: automatically storing any attached images/files in a dedicated location, email summary for every completed DSE form to relevant line (& functional) management, and automatically filling in response data into a local site Excel spreadsheet, and a national tracker (simultaneously) for further analysis and subsequent targeted initiatives.
Example 3 - Hazard, Near Miss, & Incident Report
Two single site & multi-site organisations required an updated digital report form for hazards, near misses, and incidents. This form was designed to be completed by anybody in the organisation (with an email address), and provided critical (and insightful) information into what had happened. It was successfully rolled out with the support of a wider training and engagement program, and this form led to significant high-quality form submissions, where the attached images were used as benchmark 'before' examples to prove tangible change had occurred.
This example was heavily linked to further Power Automate solutions, including: automatically storing any attached images/files in a dedicated location, email summary for every completed report form to relevant line (& functional) management, and automatically filling in response data into a local site Excel spreadsheet, and a national tracker (simultaneously) for further analysis and subsequent targeted initiatives.
Example 4 - Survey with AI sentiment analysis
A large multinational organisation wanted to complete an informal survey with up to 7,000 contractors. To support this, a dedicated, simple questionnaire was created on Microsoft forms, with the closed responses automatically going into an Excel spreadsheet, and open questions automatically analysed for sentiment by Microsoft's AI Builder tool. Each form submission would receive a custom email if the condition for them receiving a copy of their responses.
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