Power Automate guides
Microsoft's low-code workflow automation tool, part of the Power Platform. See the glossary entry →
25 guides touch on power automate.
- AI Builder document processing
How AI Builder extracts structured data from PDFs and images at scale, and where it fits with newer Copilot patterns.
- Copilot Studio agent design patterns
Patterns and best practices for building effective Copilot Studio agents — grounding, topics, actions, and rollout.
- Copilot Studio explained
Copilot Studio is Microsoft's low-code platform for building custom Copilots and agents. Here's what it does and where it fits.
- Microsoft 365 Copilot extensions and plugins
How to extend Microsoft 365 Copilot with your own data and actions — Copilot Studio agents, Graph connectors, and message extensions.
- Microsoft 365 monitoring and alerts
How to monitor a Microsoft 365 tenant — service health, audit logs, security alerts, and third-party tooling.
- Microsoft Bookings advanced configuration
Advanced Microsoft Bookings patterns — multi-service pages, staff pools, forms, integrations, and customer experience.
- Microsoft Forms — surveys, quizzes, and polls
How to design good surveys and quizzes with Microsoft Forms, and how it integrates with the rest of Microsoft 365.
- Microsoft Forms: branching logic and quiz mode
Advanced Microsoft Forms: branching that behaves, quiz mode with auto-grading, practice mode, Excel sync, Copilot in Forms, and when to move to Power Apps.
- Microsoft Lists templates and patterns
Practical patterns for using Microsoft Lists — templates, column formatting, integrations, and where Lists fits best.
- Office Scripts in Excel
Office Scripts is Microsoft's modern automation language for Excel — what it does, where it runs, and how it compares to VBA.
- Outlook rules and automation
Client-side rules, server-side rules, and Power Automate — the three ways to automate email handling in Microsoft 365.
- Power Automate cloud flows — a deep dive
The architecture, triggers, actions, and patterns of cloud flows — and the licensing rules that catch many users out.
- Power Automate desktop flows and RPA
Desktop flows automate UI on Windows machines — Microsoft's robotic process automation capability inside Power Automate.
- Power Automate error handling patterns
How to make flows robust to failure — Run After, Try/Catch, retries, logging, and alerting.
- Power Automate Process Mining
Process Mining analyses event-log data to discover real-world business processes and identify automation opportunities.
- Power Platform Center of Excellence (CoE) Toolkit
Microsoft's free toolkit of apps and flows for governing Power Platform at scale.
- Power Platform custom connectors
How to build custom connectors for Power Automate and Power Apps — wrapping any REST API as a Power Platform connector.
- Power Platform environments and governance
Environments are the unit of isolation in Power Platform. Designing them well prevents most governance problems.
- Power Platform licensing explained
The Power Platform licensing model — what's free, what's premium, and how to plan for it.
- Power Query primer
Power Query is the data import and transformation engine inside Excel and Power BI. Here's the model.
- ServiceNow with Microsoft 365
How ServiceNow integrates with Microsoft 365 — SSO, Teams, Outlook, Graph connectors, and ITSM automation patterns.
- SharePoint and Microsoft Syntex content processing
How Microsoft Syntex automates document classification, metadata extraction, and content processing at scale.
- SharePoint information architecture
How to design a SharePoint site structure that scales — hubs, sites, navigation, and the patterns that work.
- SharePoint large list handling
How to work with SharePoint lists that exceed the default 5,000-item threshold — indexing, views, and architecture.
- What is Power Automate?
What Power Automate is: cloud flows, desktop flows and RPA, what Microsoft 365 includes for free, and the governance that keeps it from becoming shadow IT.