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Power Automate for Workflow Optimization & Business Process Automation

Course Summary

This comprehensive 2-day course equips professionals with the practical skills to design, build, and manage automated workflows using Microsoft Power Automate (part of the Microsoft Power Platform). Participants will learn how to replace repetitive, manual tasks with streamlined, low-code automation that improves efficiency across HR, finance, operations, and administrative functions.

From leave approval flows and report scheduling to email automation and document routing, this course helps participants create scalable, secure workflows—while also introducing responsible automation governance and AI-enhanced logic using Microsoft Copilot.

Learning Objectives

By the end of this course, participants will be able to:

    • Understand core concepts in Power Automate (flows, triggers, connectors, approvals)

    • Build automated workflows for repetitive business tasks using a no-code interface

    • Connect Power Automate with Microsoft 365 (Outlook, SharePoint, Excel, Teams)

    • Design approval systems, notifications, document routing, and calendar triggers

    • Monitor, troubleshoot, and optimize existing flows for reliability and scale

    • Apply Microsoft Copilot for AI-assisted logic, flow suggestions, and testing

    • Develop safe governance practices and internal SOPs for workflow use

Target Audience

    • HR, Admin, and Operations Professionals managing manual processes

    • Finance, Procurement, and Compliance Officers

    • Microsoft 365 Users (non-developers) who want to improve productivity

    • Managers responsible for internal workflow standardization

    • Digital Transformation Teams and Citizen Developers

Course Structure

Day 1: Foundations of Automation Using Power Automate

 “From Manual to Managed – Building Business Flows”

Modules Covered:

    • Introduction to Microsoft Power Automate
       Overview of the Power Platform, cloud vs desktop flows, licensing considerations, interface orientation.

    • Building Your First Automated Flow
       Step-by-step: trigger + action model. Examples:

      • Email auto-response

      • Save attachments to OneDrive

      • Create calendar events from form submissions

    • Understanding Triggers, Conditions, and Connectors
       Learn the logic structure of automation: IF/THEN rules, approvals, branching flows.

    • Workflow Use Cases Across Functions
       Build ready-to-use flows for:

      • Leave applications

      • HR request routing

      • Automated document generation

      • Daily reports and reminders

    • Power Automate + Outlook / Excel / Teams / SharePoint
       How to integrate common business tools into end-to-end flows.

    • Testing and Monitoring Flows
       Use the flow checker, monitor run history, and fix common automation errors.

Day 2: Advanced Automation, AI Logic & Governance

“Smarter Flows, Safer Execution, Scalable Impact”

Modules Covered:

    • Building Approval Chains and Multi-Step Processes
       Design conditional logic for different decision-makers, escalate alerts, and loop flows as needed.

    • Using Microsoft Copilot in Power Automate

      • Auto-suggest flow logic

      • Generate actions from natural language

      • Explain flow errors

      • Speed up creation for non-technical users

    • Trigger-Based Alerts, Reports & Data Pulls
       Automate workflows triggered by form submissions, Excel data changes, or SharePoint activity.

    • Connecting Power Automate with Forms, Planner, Power BI
       Enhance survey-to-notification flows, task management, and performance reporting.

    • Internal SOP Creation Lab
       Each participant documents one business process and maps it into a live, tested workflow (template provided).

    • Flow Governance, Risk, and Internal Controls
       Introduce basic SOPs and guardrails to control who can build/run flows, audit logs, security risks, and access scope.

    • Team Showcase & Flow Presentation
       Participants present their finalized workflow project (e.g., leave flow, onboarding tracker, feedback routing).

Final Deliverables

    • 3–5 published flows per participant

    • Power Automate SOP Draft (template + customization)

    • Internal use-case blueprint per department

    • Troubleshooting and Flow Design Checklist

    • Certificate of Completion (HRDC Claimable)

Course Duration & Format

    • Duration: 2 Days
    • Mode: Physical / Virtual / Hybrid
    • HRDC Claimable: Yes

Trainer

Delivered by certified Power Platform practitioners and automation consultants with hands-on experience deploying scalable Power Automate solutions across HR, finance, procurement, admin, and IT teams. Includes real use cases from SMEs, corporates, and public sector workflows.

Ready to Upskill?

Contact us today to schedule this course for your team or enquire about upcoming public sessions. Custom in-house versions are available upon request.