Power Automate Cloud for Business is a practical course in building automated workflows with cloud flows that connect Outlook, Teams, SharePoint, Forms and Excel, from triggers, approvals, conditions and expressions to error handling and using Copilot to build flows. It suits office staff, team leads and IT staff who want to cut repetitive work across Microsoft 365.
A lot of office work is still repeated by hand every day: copying data from emails into Excel, sending forms to a manager for approval, chasing documents that have not arrived or letting the team know in Teams when a new item comes in. Organisations that use Microsoft 365 already have Power Automate, which links Outlook, Teams, SharePoint, Forms and Excel into automated workflows without programming. The flows simply have to be designed properly, handle errors and keep running even when the person who built them moves on.
This course teaches Power Automate cloud flows that run in the cloud, not Power Automate Desktop. Learners start with automated, instant and scheduled triggers, build flows with Outlook and Teams, store data in SharePoint lists and Microsoft Forms, route approvals with Approvals, and use conditions, loops and expressions so flows can make decisions on their own. They then learn error handling, work with Excel Online, use AI Builder and Copilot in Power Automate to help build flows, and manage environments, sharing and flow ownership correctly. The course closes with a capstone that builds a department workflow from start to finish. (2 days, 6 hours per day, 12 hours in total, Beginner to Intermediate level.)
Course Details
This course teaches Power Automate cloud flows for organisations that use Microsoft 365. It runs for 2 days, 6 hours per day (12 hours in total, 09:00-16:00), as lectures with labs and workshops. Beginner to Intermediate level. It covers automated, instant and scheduled triggers, flows with Outlook and Teams, SharePoint lists and Microsoft Forms, Approvals, conditions, loops and expressions, error handling, Excel Online, AI Builder and Copilot in Power Automate, and environments, sharing and flow ownership, and closes with a capstone that builds a department workflow. It does not cover Power Automate Desktop; for desktop RPA, see the Power Automate Desktop course.
Section 1: Getting to Know Power Automate and Cloud Flows
How cloud flows differ from desktop flows and which work suits each
The parts of a flow: triggers, actions, connectors and connections
Automated, instant and scheduled triggers
Lab: build a first flow from a template and read its run history
Section 2: Lab: Flows with Outlook
Trigger on a new email, filtered by sender or subject
Save attachments to OneDrive or SharePoint automatically
Send HTML emails that include data from the flow
Lab: a flow that summarises request emails and files attachments in the job folder
Section 3: Lab: Notifications and Communication in Teams
Post messages to channels and chats from a flow
Instant flows started from a message in Teams
Adaptive Cards that ask a question and wait for the user's reply
Lab: notify the team of new work with a button to claim it
Section 4: Lab: SharePoint Lists and Microsoft Forms
Design a SharePoint list to act as the workflow's database
Trigger on a new Forms response and fetch the response details
Create, read and update SharePoint list items
Lab: take requests from Forms, log them in a list and notify the sender
Section 5: Lab: Approval Processes with Approvals
Approval types: first to respond, everyone must approve and multi-stage
Track and respond to approvals in Outlook, Teams and on mobile
Update the status in the list and report the outcome on approval or rejection
Lab: a purchase approval workflow that routes by spending limit
Section 6: Conditions, Switches and Loops
Conditions and switches to branch the flow
Apply to each for multiple items, and Do until
Filter array and Select to reduce the number of loop iterations
Lab: a scheduled morning flow that chases overdue items and notifies the owners
Section 7: Lab: Expressions and Working with Data
How dynamic content differs from expressions
Common text, date and number functions such as formatDateTime
Variables, Compose and reading JSON output from actions
Lab: format Thai dates, calculate due dates and generate document numbers
Section 8: Error Handling and Monitoring
Configure run after, and try and catch patterns with scopes
Set retry policies and timeouts on actions
Alert the owner when a flow fails, with a link to the failed run
Lab: make a flow fail on purpose, then catch the error and send an alert
Section 9: Lab: Excel Online and Reporting
Format Excel data as a table before using it in a flow
Read, add and update rows in Excel Online
Build an HTML table or CSV file from data and send it as a report
Lab: a weekly summary report emailed to the manager automatically
Section 10: Lab: AI Builder and Copilot in Power Automate
Create and edit flows by describing them in natural language to Copilot
Use Copilot to explain a flow and help write expressions
AI Builder basics: extract data from documents and summarise text with prompts
Lab: extract data from PDF invoices into a SharePoint list
Section 11: Environments, Sharing and Flow Ownership
Environments, solutions and connection references at a basic level
Co-owners and run-only users so flows keep running when the builder moves on
Standard and premium connectors and the licences involved
Organisational data policies, and conventions for naming and storing flows
Section 12: Workshop: Capstone Department Workflow
Choose a problem from your own work, such as leave, purchase or complaint requests
Design a flow that uses Forms, a SharePoint list, Approvals and Teams
Add error handling and an automatic summary report
Present the work, review it together and wrap up with a go-live checklist
A cloud flow can start in three ways. An automated flow starts when an event happens, such as a new email or a new Forms response. An instant flow starts when someone triggers it, for example from Teams or the mobile app. A scheduled flow runs on a timetable, such as every morning. Choose based on whether the work begins with an event, a person or a time.
Use the point where requests arrive as the trigger, such as a new Microsoft Forms response or SharePoint list item. Add the Start and wait for an approval action and choose a type, such as first to respond or everyone must approve, then use a condition on the outcome to update the item's status and notify the requester by email or Teams. The course builds a purchase approval workflow that routes by spending limit.
Group the main actions in a first scope that acts as the try block and add a second scope after it as the catch block. Set configure run after on the second scope so it runs when the first has failed or timed out, and inside it notify an administrator with a link to the failed run. Also set a retry policy and timeout on actions that call external systems.
It suits office, admin, HR and finance staff with repetitive paperwork and approvals, team leads who want fewer manual steps, and IT staff who build workflows for other departments. You should be confident with Outlook, Teams, SharePoint and Excel, know basic Excel formulas and have a Microsoft 365 work account with Power Automate enabled. No coding is required.
You will be able to build flows that connect Outlook, Teams, SharePoint lists, Forms and Excel Online, design approvals, use conditions, loops and expressions to handle data, catch errors and alert someone when a flow fails, and add co-owners so flows keep running when their creator moves on. Participants who complete the training receive a Certificate of Completion with its own number, which can be verified online.
Yes. It can be run in-house for your team, with examples adapted to your own work, such as your leave, purchase or complaint-handling workflows. You can request a quotation from this page, or contact us on LINE @itgenius or by phone on 02-570-8449.
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