Business Automation Tips with Microsoft Flow

44mIntermediate2019-03-22

Authors

Phil Gold

Senior-Level Learning and Development Professional

Course details

Do you find yourself trudging through the same repetitive tasks, day after day? Using Microsoft Flow, you can win back some of your time by creating automated workflows. In this course, digital transformation expert Phil Gold shows how to quickly automate real-world business tasks using Flow. Discover how to integrate workflows between Office 365 applications, such as saving Outlook mail attachments directly into OneNote. Plus, see how to connect Flow to applications outside of the Microsoft ecosystem, including how to save email attachments to Google Drive and sync events from Google to your Outlook calendar.

Learning objectives
Automating personal workflows
Setting up custom flows
Storing attachments from emails
Saving important emails
Receiving email notifications
Saving content to OneNote
Creating tasks and events in Outlook

Skills covered

Power AutomateBusiness IntelligenceLimited SeriesData ScienceBusiness Analysis and StrategyMicrosoft

Concepts

0. Introduction

01 - Automate and go with Flow
02 - What is Flow
03 - Who can use Flow

1. Save Email Attachments

04 - Save attachments to OneDrive for Business
05 - Save attachments to Google Drive
06 - Add conditions to saving attachments

2. Get Push Notifications for Important Email

07 - Set up a push notification for emails from your boss

3. Save Important Emails to OneNote

08 - Create a OneNote page
09 - Share OneNote content with your team

4. Send Customized Alert Emails

10 - Create a customized email alert

5. Create New Tasks

11 - Create a task in Outlook
12 - Create a task in Planner
13 - Create an Outlook calendar event from a Planner task
14 - Sync events from Outlook Calendar to Google
15 - Sync events from Google to Outlook Calendar