Creating a new workflow

Description

Get started with Microsoft Automate by learning how to create a new workflow from scratch.

Environment

PC, Mac, web browser

Solution

Log in to the Microsoft 365 Home webpage or Outlook on the web using your OHIO email address and password.
Select the waffle icon in the upper left corner of the screen.
Select the Power Automate icon in the navigation list. You may need to select All apps first.
Select the My flows icon on the left navigation bar.
Select the New flow button near the top of the screen.
You have the option of selecting which type of flow you would like to build. The most typical flow is the Automated cloud flow.
Provide a detailed name in the Flow name text box.
In the Choose your flow’s trigger text box, type to search for a specific event that will start your flow. The most common trigger is When a new response is submitted via the Microsoft Forms connection. This means that when someone submits the form that you've created, the flow is automatically activated.
Select the Create button.
Select the down arrow on the Form Id lookup list, which will allow you to select a form that you have created to serve as the trigger for the flow.
Select the New Step button to add steps or actions to your flow.
The Choose an operation module allows you to search and select among different types of available triggers and actions to add to your flow. You can filter the list by searching for keywords or by selecting from the list of operation groups.
- Some common actions for basic flow functionality include:
  - Initialize variable
  - Set variable
  - Start and wait for an approval
  - Send an email (V2)