How To Use Power Automate In Your Business To Get More Done

Why Power Automate?

You waste time doing the same things every day.

Copying emails.

Saving files.

Sending reminders.

Power Automate removes these tasks.

It connects your apps and automates your work.

You don’t need to code.

You just pick a trigger and an action.

Let’s look at how to get started—and how to make it useful right away.

What Power Automate Can Do for You

Power Automate helps with:

• Moving data between systems

• Sending alerts when something changes

• Collecting and saving information

• Getting approvals without emails

• Creating workflows that run 24/7

It connects with over 1,000 apps, including:

• Outlook

• Teams

• SharePoint

• Excel

• Google Drive

• Twitter

• Dropbox

• Salesforce

You can create flows in minutes.

Start With Simple Flows

Begin with tasks you do every day.

Here are a few:

• Save email attachments to OneDrive

• Post a Teams message when a file is added to a folder

• Get a push notification when you receive a high-priority email

• Send a reminder before a meeting starts

• Create a task in Planner when a form is submitted

These save time with no training needed.

You just click, set conditions, and let it run.

Build an Approval Flow

Tired of chasing people for approvals?

Use Power Automate to:

• Send a request by email or Teams

• Let users approve or reject with one click

• Record the result in SharePoint or Excel

• Notify the next person in the chain

This works for:

• Time off requests

• Budget approvals

• Purchase orders

• Expense claims

You save hours and cut back on email.

Automate File Management

Do you manage a lot of documents?

Try these flows:

• Move files from email to SharePoint

• Rename and tag files automatically

• Create folders based on a template

• Sync files across platforms

One marketing team used a flow to copy every new project file from Teams to a shared drive.

This kept folders organised and up to date.

Stay on Top of Tasks

You can connect Power Automate to task apps like:

• Microsoft To Do

• Planner

• Trello

• Asana

Example flows:

• Create a task from a flagged email

• Set due dates based on form inputs

• Move tasks to “Done” when a file is updated

• Send a daily summary of open tasks

You spend less time checking and more time doing.

Use Templates to Get Started Fast

Power Automate includes templates for:

• Alerts

• Social media

• Email tracking

• Forms

• Project management

• HR workflows

You don’t have to build from scratch.

Just pick a template, edit the steps, and publish it.

It’s that simple.

Keep Things Organised

As you build more flows:

• Name them clearly

• Group them by project or team

• Turn off unused flows

• Test each step before going live

You’ll avoid confusion and keep your setup clean.

Monitor and Improve

Power Automate gives you run history.

You can:

• See when each flow ran

• Check if it worked or failed

• Read the error message

• Make small changes and try again

This helps you learn quickly.

You can also use the mobile app to manage flows on the go.

Common Use Cases by Team

Sales

• Add leads from email to CRM

• Track follow-ups

• Log call notes to SharePoint

HR

• Handle leave requests

• Send new hire checklists

• Notify managers of anniversaries

Finance

• Approve expense claims

• Move invoices to folders

• Track payments from forms

Marketing

• Share social posts across platforms

• Log campaign data in Excel

• Alert the team when web leads come in

Start with your team’s daily pain points.

Then build one flow to solve it.

FAQs

Is Power Automate free?
It has a free plan. Some features need a paid license, especially premium connectors.

Do I need to be technical to use it?
No. Most flows use a simple builder with menus and templates.

Can I stop or pause a flow?
Yes. You can turn flows off, edit them, and turn them back on anytime.

What’s a trigger?
It’s what starts your flow. Like receiving an email or a new file in a folder.

Can Power Automate work with Google tools?
Yes. It supports Gmail, Google Sheets, Google Drive, and more.

Try It Now

Pick one task you repeat every day.

Search for a Power Automate template.

Test it with your own data.

You’ll save time, reduce mistakes, and free up your day.