How to Build Power Automate Flows with Copilot Tutorial

How to Build Power Automate Flows with Copilot Tutorial Hello everyone razza here in this video I will show you how to enter into a conversation first experience with copilot to build flows in power automate the conversational first.

How to Build Power Automate Flows with Copilot Tutorial

Experience extends our ability to ask co-pilot in natural language to create our automation think about this as chat GPT where our co-pilot will work with us to create a flow based on a use case or.

A scenario that we Define let's check it out in [Music] action on the power automate homepage we have the co-pilot.

Experience this is where we can describe in detail how we want our automation to work one of the newest experiences that we have is to have a conversationally driven experience for creating our.

Workflow by chatting with co-pilot I'll select chat with copilot about my idea this is where I can describe my use case scenario with co-pilot in natural.

Language to build my workflow let's put this to the test with a use case I have a list in SharePoint where users can enter leave.

Requests and the flow automation that I would like to build is when a new leave request is initiated an approval task should be generated for the requesters manager and upon approval I would like.

To update the status of the leave request so let's try and describe this to co-pilot I need a leave request approval workflow.

Co-pilot responds with could you please provide more details about when you want the approval process to be initiated start the workflow when a new leave request is created in my.

SharePoint list co-pilot provides the outline of what this workflow would potentially look like flow starts when an item is created and then starts an approval.

Process prior to the approval process I would like to update the status of my item to pending co-pilot updates the actions and includes an update item action prior to.

The approval process the approval should be assigned to the requesting users manager the action is added check the outcome of the approval and.

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    Send a notification email to the

    Requesting user informing them about the approval decision co-pilot makes the updates now if the updates are not in.

    Line you can ask copilot to go ahead and make changes or maybe undo the action also update the status of the item based upon the approval decision my updates have been made I'll.

    Click next co-pilot will sign me into the connectors that this flow would be leveraging so these are all the connections I'll click.

    Create and the workflow has been orchestrated for me through a conversationally driven experience with copilot I still have work to do at this point to go and configure my flow but.

    Co-pilot has done 80% of the work for me for the Trigger action I need to provide the URL of my SharePoint site and connect to my SharePoint list so the flow triggers when a new.

    Item is created in my leave request list then comes the update item action once again connect to my SharePoint site and SharePoint list list Advanced parameters I'll click show.

    All status is what I want to change at this point to pending prior to starting the approval process status is a choice column so I'll go ahead and pick status.

    Pending get manager co-pilot plugged in this expression wherein it's trying to get the requesting user co-pilot generated content can make mistakes in my shf.

    Point list there is no requesting user column so I'll remove this and here I'll pick the created by users email address Dynamic content from my Trigger action whoever created the item go and.

    Get their manager details from active

    Directory then start and wait for an approval action the approval type it didn't enter it correctly I'll remove this.

    And pick first to respond title for my approval I'll say leave request for I'll put the created by users display.

    Name the approval task will be assigned to the requesters manager I'll get their email information from the mail Dynamic content property here I can plug in details.

    About the approval I'll plug in the title of the request these Dynamic content values are based upon the columns that I defined in.

    My SharePoint list can also add a link to the item item link description I'll put the title notice at the bottom there are some additional properties these were.

    Generated by co-pilot I do not require these so I will remove these parameters that completes my start and wait for an approval.

    Action next I have a condition here I would like to check the outcome of the approval if it is approve then it goes on the true.

    Branch send an email sending it to the requestor requester will be the created by users email address I'll State your leave request.

    Has been approved and in the body I'll put the details of the leave request that the user entered I can also plug in the commands.

    That the approver puts in in the approval action now when I pick commands it will add a for each Loop that's because the approval task can go to multiple M users.

    In my case it's just one user the user's manager so this Loop will only run once some parameters are set by co-pilot I'll remove that that completes my email.

    Action then I would want to update the status of the item I'll connect to my SharePoint list and change the status to approved that completes the left branch.

    I would like to repeat similar steps on the right hand side now this condition here on the right within the false Branch I'm simply going to delete this on the left hand side for each I'll.

    Copy paste it here the only thing I'll change here is the subject I'll say rejected and then the update item action I'll copy and paste it in the false.

    Branch here here I'll want the status to be rejected that completes my flow I'll click save my flow is saved and ready to.

    Go can also rename the flow let's test it out I'll add a new item I'll put in my leave request the status is set to new.

    The status has changed to pending this is done within the flow once the flow triggers here is the running instance of the.

    Flow the flow grabs my manager from active directory and sends them an approval request my manager and active directory is Sarah Sarah receives the approval.

    Request with all the details and take the approval decision plugs in her commands submits her response the approval task completed.

    Within the email itself the status of the item and SharePoint updated to approved and the requestor which is Resa will receive an email that their leave.

    Request has been approved if you enjoyed this video then do like comment and subscribe to my YouTube channel and thank you so much for watching.

    DISCLAIMER: In this description contains affiliate links, which means that if you click on one of the product links, I'll receive a small commission. This helps support the channel and allows us to continuetomake videos like this. All Content Responsibility lies with the Channel Producer. For Download, see The Author's channel. The content of this Post was transcribed from the Channel: https://www.youtube.com/watch?v=zSAyf3WUNdA
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