Six great cases for using Power Automate Desktop
Power Automate Desktop brings the best of robotic process automation (RPA), a powerful technology that lets you automate without boundaries – connecting legacy and modern systems together seamlessly. It may sound complicated and futuristic, but with Microsoft Power Automate Desktop, you can easily get started automating right away. You don’t need to learn code. Thanks to a drag-and-drop interface, building flows is simple. Choose from more than 360 prebuilt actions and simply drag them into the visual designer for a seamless experience. You can also record actions using the built-in desktop and web recorders and combine them with drag-and-drop capabilities.
Power Automate Desktop works with all kinds of applications. If you can run an app on your PC or on the web, you can automate it. With Power Automate Desktop it’s easy to start small and build more sophisticated solutions over time.
1. Capture information
Scrape content from a wide range of files or sites and put it where it needs to go. Power Automate Desktop can automatically crawl and extract data from multiple pages. It automatically identifies patterns and datasets, intelligently selecting the type of information you specify.
2. Automate email
Create powerful email automations – trigger actions based on emails, such as detecting the arrival of an invoice or an approval from a manager. As soon as an email arrives that meets criteria you have defined, whether it’s a purchase order or an impending deadline, the flow takes action to keep processes moving forward. You can also set up automations that send custom updates to stakeholders, including metrics, images or other information.
3. Create reports
Simplify reporting – capture data from multiple sources automatically and put it into reports of any format and file type. Spend more time interpreting and exploring data rather than simply copying and pasting it. Ensure complete and accurate data capture and work faster so you can get more done in less time.
4. Verify forms
Automatically check for errors – ensure everything is captured and the right type and format of information is present. Compare submitted information against existing data to identify discrepancies and errors. Return files to the sender with instructions for completion, automatically generated by Power Automate Desktop.
5. Manage files
Manage and monitor files – trigger file downloads based on process steps or other actions and ensure files are placed in the proper location automatically. Automate operations such as naming, renaming, moving, deleting and archiving based on a wide range of attributes. Monitor files and folders and act on changes using built-in triggers.
6. Update data
Automate data updates – create a flow to monitor for updates, capture new information and update the associated systems and files. When data changes, Power Automate Desktop will know and make updates instantly, helping people make better decisions.