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 

1. Log in to the  Microsoft 365 Home webpage  or  Outlook on the web  using your OHIO email address and password.

2. Select the  waffle icon in the upper left corner of the screen. 

3. Select the  Power Automate icon in the navigation list. You may need to select  All apps first. 

4. Select the  My flows icon on the left navigation bar. 

5. Select the  New flow button near the top of the screen. 

6. You have the option of selecting which type of flow you would like to build. The most typical flow is the  Automated cloud flow.  

7. Provide a detailed name in the  Flow name text box. 

8. 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. 

9. Select the  Create button. 

10. 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. 

11. Select the  New Step button to add steps or actions to your flow. 

12. 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)

If you need detailed assistance building your workflow, view the  Help & Resources: Microsoft Automate article  or  request a digital workflow project .

Outcome:You should now be able to create a new workflow in Microsoft Automate.

Get help from OIT

• Visit the Automated Workflow: Microsoft Automate page to create a ticket